MondegarAI
Newport Capital Group, LLC

Q4 2025 · 13F-HR/A

Newport Capital Group, LLCholdings as filed

Filed 2026-02-13 · accession 0001869032-26-000002

$163.6M
Reported value
71
Positions
2025-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287614IWFISHARES TR$17.3M10.6%36,588CommonNONE
464287598IWDISHARES TR$15.0M9.15%71,196CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$13.3M8.12%51,338CommonNONE
921937835BNDVANGUARD BD INDEX FDS$12.5M7.65%168,953CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$12.3M7.54%205,867CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$11.0M6.72%175,969CommonNONE
464287655IWMISHARES TR$8.2M5.02%33,337CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$6.2M3.80%10,284CommonNONE
464287226AGGISHARES TR$5.1M3.09%50,686CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$5.0M3.07%99,200CommonNONE
464288661IEIISHARES TR$4.0M2.45%33,532CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.9M2.41%73,266CommonNONE
464287200IVVISHARES TR$3.7M2.24%5,346CommonNONE
92204A306VDEVANGUARD WORLD FD$2.6M1.56%20,284CommonNONE
594918104MSFTMICROSOFT CORP$2.4M1.49%5,057CommonNONE
78463X855GIISPDR INDEX SHS FDS$2.3M1.43%33,548CommonNONE
464287465EFAISHARES TR$2.2M1.34%22,813CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$2.1M1.30%37,058CommonNONE
037833100AAPLAPPLE INC$2.0M1.21%7,284CommonNONE
464287507IJHISHARES TR$1.9M1.15%28,569CommonNONE
02079K305GOOGLALPHABET INC$1.8M1.12%5,838CommonNONE
464287499IWRISHARES TR$1.7M1.05%17,770CommonNONE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$1.6M0.99%82,409CommonNONE
67066G104NVDANVIDIA CORPORATION$1.4M0.88%7,731CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$1.3M0.82%23,216CommonNONE
464287234EEMISHARES TR$1.3M0.80%23,877CommonNONE
464287408IVEISHARES TR$1.2M0.73%5,640CommonNONE
922908553VNQVANGUARD INDEX FDS$1.2M0.71%13,175CommonNONE
37954Y475XYLDGLOBAL X FDS$1.1M0.68%27,500CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.0M0.61%1,756CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$969,4060.59%21,830CommonNONE
46138J577BSCTINVESCO EXCH TRD SLF IDX FD$787,3030.48%41,800CommonNONE
478160104JNJJOHNSON & JOHNSON$744,6950.46%3,599CommonNONE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$718,1970.44%34,864CommonNONE
92826C839VVISA INC$696,1470.43%1,985CommonNONE
02079K107GOOGALPHABET INC$683,3490.42%2,178CommonNONE
46138J460BSCUINVESCO EXCH TRD SLF IDX FD$677,3650.41%40,033CommonNONE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$627,3600.38%32,049CommonNONE
023135106AMZNAMAZON COM INC$586,0520.36%2,539CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$576,1760.35%1,896CommonNONE
09290D101BLKBLACKROCK INC$574,4340.35%537CommonNONE
464288372IGFISHARES TR$550,6960.34%8,975CommonNONE
922908751VBVANGUARD INDEX FDS$529,5630.32%2,051CommonNONE
11135F101AVGOBROADCOM INC$500,8060.31%1,447CommonNONE
922908629VOVANGUARD INDEX FDS$477,7040.29%1,646CommonNONE
922908363VOOVANGUARD INDEX FDS$441,7570.27%701CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$432,6310.26%4,807CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$398,9860.24%2,780CommonNONE
88160R101TSLATESLA INC$360,2250.22%801CommonNONE
91529Y106UNMUNUM GROUP$344,4220.21%4,444CommonNONE
464287804IJRISHARES TR$333,7760.20%2,777CommonNONE
30231G102XOMEXXON MOBIL CORP$330,6940.20%2,748CommonNONE
46090E103QQQINVESCO QQQ TR$317,5940.19%517CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$304,8290.19%2,503CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$291,6080.18%905CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$291,1350.18%425CommonNONE
74386T105PFSPROVIDENT FINL SVCS INC$283,7720.17%14,369CommonNONE
532457108LLYELI LILLY & CO$260,0720.16%242CommonNONE
78464A607RWRSPDR SERIES TRUST$257,2360.16%2,617CommonNONE
149123101CATCATERPILLAR INC$249,5530.15%436CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$248,5850.15%2,968CommonNONE
14040H105COFCAPITAL ONE FINL CORP$245,7320.15%1,014CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$244,2540.15%1,704CommonNONE
191216100KOCOCA COLA CO$239,2460.15%3,422CommonNONE
464288745RXIISHARES TR$229,8680.14%1,120CommonNONE
N07059210ASMLASML HOLDING N V$221,4610.14%207CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$220,0970.13%2,385CommonNONE
30303M102METAMETA PLATFORMS INC$216,6400.13%328CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$204,5780.13%407CommonNONE
97651M109WITWIPRO LTD$86,4010.05%30,423CommonNONE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$79,6340.05%10,879CommonNONE

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.