NewCorp Financial Services, Inc.

All 13F Filings

Location
Alpharetta, GA
Most recent 13F
Q3 2026
Holdings value ($000)
131,974
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 10/14/2026 54 131,974 13F-HR NewCorp Financial Services, Inc.
Q2 2026 8/3/2026 54 130,644 13F-HR NewCorp Financial Services, Inc.
Q1 2026 4/23/2026 50 115,362 13F-HR NewCorp Financial Services, Inc.
Q4 2025 2/10/2026 49 112,916 13F-HR NewCorp Financial Services, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 40.72 K 30.9% 1.656 K 0 1.656 K
ETFs 90.73 K 68.7% 0 224 -224
Debt 524 0.4% 0 103 -103
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Fund Snapshot

Q3 2026
Latest filed
10/14/2026
Total value ($000)
131,974
Holdings
54
QoQ value change ($000)
1,330 (1.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.