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Portfolio (Quarterly) Guide ↗

Newport Capital Group, LLC

· CIK 0001869032
13F Portfolio $178M AUM 58 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 4 New 23 Added 22 Reduced 17 Exited
Page 3 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VYM VANGUARD WHITEHALL FDS 3,059.0 $483K 0.27% +279.0 +10.0% $158.03 +3.9%
42 VYMI VANGUARD WHITEHALL FDS 4,807.0 $472K 0.27% $98.20 +7.0%
43 V VISA INC Financial Services 1,354.0 $465K 0.26% -631.0 -31.8% $343.08 +11.2%
44 SPY STATE STR SPDR S&P 500 ETF T Financial Services 589.0 $441K 0.25% +164.0 +38.6% $748.85 +2.7%
45 IJR ISHARES TR 2,924.0 $434K 0.24% +147.0 +5.3% $148.31 -1.8%
46 AMZN AMAZON COM INC Consumer Cyclical 1,721.0 $410K 0.23% -818.0 -32.2% $238.34 +11.8%
47 PFS PROVIDENT FINL SVCS INC Financial Services 14,489.0 $343K 0.19% +120.0 +0.8% $23.64 -0.5%
48 QQQ INVESCO QQQ TR Financial Services 454.0 $334K 0.19% -63.0 -12.2% $736.39 -2.7%
49 BSCQ INVESCO EXCH TRD SLF IDX FD 16,785.0 $328K 0.18% -15K -47.6% $19.53 -0.0%
50 VCIT VANGUARD SCOTTSDALE FDS 3,958.0 $327K 0.18% +990.0 +33.4% $82.66 -1.8%
51 VONG VANGUARD SCOTTSDALE FDS 2,477.0 $317K 0.18% -26.0 -1.0% $127.84 -1.1%
52 RWR SPDR SERIES TRUST 2,416.0 $273K 0.15% -201.0 -7.7% $113.01 -0.1%
53 NVDA NVIDIA CORPORATION Technology 1,274.0 $255K 0.14% -6K -83.5% $200.11 +8.7%
54 BNDW VANGUARD SCOTTSDALE FDS 3,626.0 $249K 0.14% NEW $68.54 -1.7%
55 HYG ISHARES TR 3,091.0 $247K 0.14% NEW $79.98 -0.3%
56 VONV VANGUARD SCOTTSDALE FDS 2,282.0 $243K 0.14% -103.0 -4.3% $106.29 +6.6%
57 DYNF BLACKROCK ETF TRUST 3,181.0 $216K 0.12% NEW $68.01 +2.3%
58 RXI ISHARES TR 1,120.0 $216K 0.12% $192.94 +3.6%
Page 3 of 3  ·  58 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 78.5%
Technology 11.6%
Communication Services 6.2%
Healthcare 2.3%
Consumer Cyclical 1.4%