NewCorp Financial Services, Inc.
•CIK: 2110453•Filing: Q4 2025
**NewCorp Financial Services, Inc.** manages $113M across 49 diverse positions, exhibiting a core focus on broad market exposure and fixed income. The portfolio is anchored by significant allocations to VOO ($17.8M) and BND ($11.7M), suggesting a foundational commitment to U.S. equity and total bond market stability. Further diversification is evident through international exposure in IEFA ($10.2M) and tactical plays in sectors like clean energy (SFLR, $7.2M) and global infrastructure (XUSP, $7.1M).
Total AUM
$112.9M
QoQ Performance
N/A
Positions
23
Top 10 Concentration
74.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
BND
IEFA
VO
SFLR
XUSP
CGGR
VB
VOO15.8%
BND10.4%
IEFA9.1%
VO6.9%
SFLR6.4%
XUSP6.3%
CGGR5.8%
VB5.3%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other82.4%
ETF15.8%
Technology1.2%
Consumer0.4%
Financial0.2%