MondegarAI
Newport Capital Group, LLC

Q1 2025 · 13F-HR

Newport Capital Group, LLCholdings as filed

Filed 2025-04-17 · accession 0001085146-25-002159

$139.0M
Reported value
59
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
363576109AJGGALLAGHER ARTHUR J & CO$17.7M12.8%51,350CommonNONE
464287614IWFISHARES TR$13.1M9.44%36,293CommonNONE
464287598IWDISHARES TR$12.9M9.28%68,544CommonNONE
921937835BNDVANGUARD BD INDEX FDS$11.5M8.31%157,231CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$11.0M7.91%185,025CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$8.6M6.21%169,867CommonNONE
464287655IWMISHARES TR$6.3M4.57%31,784CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$5.1M3.66%9,511CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$4.5M3.25%89,119CommonNONE
464287226AGGISHARES TR$4.3M3.07%43,087CommonNONE
464288661IEIISHARES TR$4.0M2.85%33,557CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$3.2M2.32%56,343CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.2M2.27%69,677CommonNONE
464287200IVVISHARES TR$3.1M2.24%5,541CommonNONE
92204A306VDEVANGUARD WORLD FD$2.3M1.62%17,390CommonNONE
594918104MSFTMICROSOFT CORP$2.0M1.45%5,361CommonNONE
464287465EFAISHARES TR$2.0M1.41%24,006CommonNONE
78463X855GIISPDR INDEX SHS FDS$1.9M1.38%30,984CommonNONE
464287507IJHISHARES TR$1.7M1.26%29,950CommonNONE
037833100AAPLAPPLE INC$1.6M1.15%7,182CommonNONE
464287499IWRISHARES TR$1.5M1.11%18,076CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$1.2M0.87%23,262CommonNONE
464287234EEMISHARES TR$1.0M0.75%23,947CommonNONE
922908553VNQVANGUARD INDEX FDS$1.0M0.72%11,042CommonNONE
464287408IVEISHARES TR$1.0M0.72%5,247CommonNONE
57636Q104MAMASTERCARD INCORPORATED$985,4660.71%1,798CommonNONE
02079K305GOOGLALPHABET INC$918,5120.66%5,940CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$801,3450.58%22,010CommonNONE
67066G104NVDANVIDIA CORPORATION$786,0860.57%7,253CommonNONE
92826C839VVISA INC$729,8090.53%2,082CommonNONE
478160104JNJJOHNSON & JOHNSON$590,1300.42%3,559CommonNONE
09290D101BLKBLACKROCK INC$543,2330.39%574CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$523,4420.38%18,721CommonNONE
464288372IGFISHARES TR$508,5480.37%9,302CommonNONE
023135106AMZNAMAZON COM INC$467,4690.34%2,457CommonNONE
922908751VBVANGUARD INDEX FDS$455,5360.33%2,051CommonNONE
922908629VOVANGUARD INDEX FDS$435,4980.31%1,683CommonNONE
02079K107GOOGALPHABET INC$369,2740.27%2,364CommonNONE
922908363VOOVANGUARD INDEX FDS$367,1000.26%710CommonNONE
91529Y106UNMUNUM GROUP$362,0200.26%4,444CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$354,2290.25%4,807CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$306,7660.22%576CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$299,2980.22%1,803CommonNONE
464287804IJRISHARES TR$298,7460.21%2,857CommonNONE
78464A607RWRSPDR SER TR$266,5540.19%2,689CommonNONE
30231G102XOMEXXON MOBIL CORP$263,8930.19%2,219CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$254,3390.18%2,740CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$246,1340.18%260CommonNONE
74386T105PFSPROVIDENT FINL SVCS INC$245,7070.18%14,311CommonNONE
191216100KOCOCA COLA CO$236,6410.17%3,304CommonNONE
609207105MDLZMONDELEZ INTL INC$215,3450.15%3,174CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$214,7610.15%2,627CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$214,0550.15%2,593CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$210,6400.15%1,822CommonNONE
464288745RXIISHARES TR$206,2440.15%1,161CommonNONE
46090E103QQQINVESCO QQQ TR$202,1010.15%431CommonNONE
M8216R109RSKDRISKIFIED LTD$145,5300.10%31,500CommonNONE
97651M109WITWIPRO LTD$91,5420.07%29,916CommonNONE
235750106DAMON INC$2060.00%14,909CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.