Newport Capital Group, LLC - Portfolio overview

Newport Capital Group, LLC has 77 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IWF - ISHARES TR, 9.29%
2. IWD - ISHARES TR, 9.20%
3. BND - VANGUARD BD INDEX FDS, 7.99%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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