Newport Capital Group, LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$147.6B

Holdings

64

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (64 positions)

#StockSharesValue% PortfolioType
1
AJGGALLAGHER ARTHUR J & CO
51,330$16.4B11.14%
2
IWFISHARES TR
37,093$15.8B10.68%
3
IWDISHARES TR
70,156$13.6B9.24%
4
BNDVANGUARD BD INDEX FDS
156,092$11.5B7.79%
5
VGITVANGUARD SCOTTSDALE FDS
187,161$11.2B7.59%
6
VEAVANGUARD TAX-MANAGED FDS
173,624$9.9B6.71%
7
IWMISHARES TR
32,716$7.1B4.79%
8
MDYSPDR S&P MIDCAP 400 ETF TR
9,922$5.6B3.81%
9
JPSTJ P MORGAN EXCHANGE TRADED F
89,319$4.5B3.07%
10
AGGISHARES TR
45,125$4.5B3.03%
11
IEIISHARES TR
33,392$4.0B2.69%
12
VWOVANGUARD INTL EQUITY INDEX F
71,323$3.5B2.39%
13
IVVISHARES TR
5,346$3.3B2.25%
14
MSFTMICROSOFT CORP
5,188$2.6B1.75%
15
EFAISHARES TR
24,342$2.2B1.47%
16
VDEVANGUARD WORLD FD
17,882$2.1B1.44%
17
GIISPDR INDEX SHS FDS
31,363$2.1B1.43%
18
JEPIJ P MORGAN EXCHANGE TRADED F
34,343$2.0B1.32%
19
IJHISHARES TR
29,313$1.8B1.23%
20
IWRISHARES TR
18,091$1.7B1.13%
21
AAPLAPPLE INC
7,185$1.5B1.00%
22
JEPQJ P MORGAN EXCHANGE TRADED F
22,688$1.2B0.84%
23
EEMISHARES TR
24,346$1.2B0.80%
24
NVDANVIDIA CORPORATION
7,289$1.2B0.78%
25
XYLDGLOBAL X FDS
27,500$1.1B0.73%
26
IVEISHARES TR
5,295$1.0B0.70%
27
VNQVANGUARD INDEX FDS
11,375$1.0B0.69%
28
GOOGLALPHABET INC
5,742$1.0B0.69%
29
MAMASTERCARD INCORPORATED
1,732$973.2M0.66%
30
SPDWSPDR INDEX SHS FDS
22,686$918.5M0.62%
31
VVISA INC
2,024$718.7M0.49%
32
BLKBLACKROCK INC
557$584.4M0.40%
33
IGFISHARES TR
9,184$543.7M0.37%
34
AMZNAMAZON COM INC
2,405$527.6M0.36%
35
JNJJOHNSON & JOHNSON
3,243$495.3M0.34%
36
VBVANGUARD INDEX FDS
2,058$488.3M0.33%
37
VOVANGUARD INDEX FDS
1,645$460.5M0.31%
38
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,899$430.1M0.29%
39
VOOVANGUARD INDEX FDS
702$401.2M0.27%
40
GOOGALPHABET INC
2,227$395.0M0.27%
41
VYMIVANGUARD WHITEHALL FDS
4,807$385.1M0.26%
42
VYMVANGUARD WHITEHALL FDS
2,780$370.6M0.25%
43
AVGOBROADCOM INC
1,326$365.5M0.25%
44
UNMUNUM GROUP
4,444$358.9M0.24%
45
IJRISHARES TR
2,774$303.2M0.21%
46
NDQINVESCO QQQ TR
517$285.2M0.19%
47
XOMEXXON MOBIL CORP
2,620$282.4M0.19%
48
VONGVANGUARD SCOTTSDALE FDS
2,483$271.2M0.18%
49
SPYSPDR S&P 500 ETF TR
428$265.8M0.18%
50
RWRSPDR SERIES TRUST
2,656$256.2M0.17%
51
JPMJPMORGAN CHASE & CO.
882$255.7M0.17%
52
PQ3PROVIDENT FINL SVCS INC
14,256$249.9M0.17%
53
COSTCOSTCO WHSL CORP NEW
244$241.8M0.16%
54
BRK/BBERKSHIRE HATHAWAY INC DEL
481$233.7M0.16%
55
KOCOCA COLA CO
3,288$232.6M0.16%
56
TSLATESLA INC
724$230.0M0.16%
57
VSSVANGUARD INTL EQUITY INDEX F
1,704$229.0M0.16%
58
COFCAPITAL ONE FINL CORP
1,023$217.7M0.15%
59
RXIISHARES TR
1,120$210.8M0.14%
60
MDLZMONDELEZ INTL INC
3,112$209.9M0.14%
61
VONVVANGUARD SCOTTSDALE FDS
2,411$205.4M0.14%
62
VCITVANGUARD SCOTTSDALE FDS
2,420$200.7M0.14%
63
RSKDRISKIFIED LTD
31,500$157.2M0.11%
64
WITWIPRO LTD
30,246$91.3M0.06%