Newton One Investments LLC — 13F Holdings & Portfolio
CIK 1842787 · latest 13F-HR filed 2026-04-24
Newton One Investments LLC manages $368.5M in 13F-reported U.S. long-equity assets across 121 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BND (15.72%), IVV (13.36%), VCIT (10.44%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 0, added to 26, and trimmed 56.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$368.5M
Long-equity book
121
Distinct positions
2026-03-31
Filed 2026-04-24
+1 / −0 / ↑26 / ↓56
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$23.9M +473.5%
- ISHARES TR$13.0M +333.8%
- VANGUARD INTL EQUITY INDEX F$6.4M +190.8%
- ISHARES TR$210.9K +30.2%
- DEERE & CO$64.5K +21.3%
Top Trims
- ISHARES TR-$6.3M -78.9%
- VANGUARD INDEX FDS-$4.0M -9.7%
- ISHARES TR-$3.2M -6.0%
- VANGUARD INTL EQUITY INDEX F-$2.2M -8.1%
- VANGUARD INTL EQUITY INDEX F-$557.3K -5.3%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | BND | 921937835 | $57.9M | 15.72% | 786,765 | SH |
| 2 | ISHARES TR | IVV | 464287200 | $49.2M | 13.36% | 75,371 | SH |
| 3 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $38.5M | 10.44% | 464,730 | SH |
| 4 | VANGUARD INDEX FDS | VUG | 922908736 | $37.8M | 10.25% | 86,461 | SH |
| 5 | VANGUARD INDEX FDS | VTV | 922908744 | $28.9M | 7.85% | 147,393 | SH |
| 6 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $24.8M | 6.73% | 330,131 | SH |
| 7 | ISHARES TR | IJH | 464287507 | $20.3M | 5.50% | 299,955 | SH |
| 8 | ISHARES TR | IJR | 464287804 | $16.9M | 4.59% | 136,144 | SH |
| 9 | VANGUARD MUN BD FDS | VTEB | 922907746 | $15.1M | 4.10% | 302,477 | SH |
| 10 | ISHARES TR | IWD | 464287598 | $10.8M | 2.94% | 50,706 | SH |
| 11 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $9.9M | 2.69% | 183,337 | SH |
| 12 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $9.8M | 2.66% | 67,197 | SH |
| 13 | VANGUARD INDEX FDS | VTI | 922908769 | $9.1M | 2.47% | 28,336 | SH |
| 14 | ISHARES TR | IXUS | 46432F834 | $8.3M | 2.25% | 95,556 | SH |
| 15 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $5.9M | 1.60% | 190,885 | SH |
| 16 | VANGUARD INDEX FDS | VB | 922908751 | $5.5M | 1.49% | 21,005 | SH |
| 17 | APPLE INC | AAPL | 037833100 | $2.6M | 0.70% | 10,203 | SH |
| 18 | VANGUARD INDEX FDS | VBR | 922908611 | $2.2M | 0.60% | 10,151 | SH |
| 19 | ISHARES TR | IJT | 464287887 | $1.7M | 0.46% | 11,614 | SH |
| 20 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $1.0M | 0.27% | 7,261 | SH |
| 21 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $970.5K | 0.26% | 1,492 | SH |
| 22 | ISHARES TR | IJS | 464287879 | $909.9K | 0.25% | 7,682 | SH |
| 23 | ISHARES TR | IWO | 464287648 | $722.3K | 0.20% | 2,302 | SH |
| 24 | VANGUARD INDEX FDS | VXF | 922908652 | $529.7K | 0.14% | 2,574 | SH |
| 25 | ISHARES TR | IWF | 464287614 | $452.5K | 0.12% | 1,061 | SH |
| 26 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $433.3K | 0.12% | 512 | SH |
| 27 | AON PLC | AON | G0403H108 | $432.0K | 0.12% | 1,338 | SH |
| 28 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $425.9K | 0.12% | 1,525 | SH |
| 29 | ISHARES TR | IVW | 464287309 | $418.2K | 0.11% | 3,697 | SH |
| 30 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $409.4K | 0.11% | 8,449 | SH |
| 31 | VANGUARD INDEX FDS | VV | 922908637 | $384.9K | 0.10% | 1,288 | SH |
| 32 | DEERE & CO | DE | 244199105 | $366.9K | 0.10% | 651 | SH |
| 33 | ISHARES TR | IVE | 464287408 | $366.4K | 0.10% | 1,735 | SH |
| 34 | MCDONALDS CORP | MCD | 580135101 | $330.9K | 0.09% | 1,065 | SH |
| 35 | JPMORGAN CHASE & CO | JPM | 46625H100 | $321.0K | 0.09% | 1,091 | SH |
| 36 | META PLATFORMS INC | META | 30303M102 | $314.2K | 0.09% | 549 | SH |
| 37 | AMAZON COM INC | AMZN | 023135106 | $266.6K | 0.07% | 1,280 | SH |
| 38 | ORACLE CORP | ORCL | 68389X105 | $229.1K | 0.06% | 1,557 | SH |
| 39 | EXELON CORP | EXC | 30161N101 | $224.4K | 0.06% | 4,578 | SH |
| 40 | VANGUARD INTL EQUITY INDEX F | VGK | 922042874 | $189.0K | 0.05% | 2,293 | SH |
| 41 | VANGUARD INTL EQUITY INDEX F | VPL | 922042866 | $186.0K | 0.05% | 1,903 | SH |
| 42 | ISHARES TR | IWV | 464287689 | $175.4K | 0.05% | 473 | SH |
| 43 | NVIDIA CORPORATION | NVDA | 67066G104 | $174.4K | 0.05% | 1,000 | SH |
| 44 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $169.5K | 0.05% | 626 | SH |
| 45 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $165.0K | 0.04% | 2,319 | SH |
| 46 | PHILIP MORRIS INTL INC | PM | 718172109 | $142.7K | 0.04% | 863 | SH |
| 47 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $137.1K | 0.04% | 637 | SH |
| 48 | PROCTER & GAMBLE CO | PG | 742718109 | $129.2K | 0.04% | 894 | SH |
| 49 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $125.3K | 0.03% | 846 | SH |
| 50 | PEPSICO INC | PEP | 713448108 | $99.3K | 0.03% | 639 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-24 | $368.5M | 121 | 0001842787-26-000003 |
| 2025-12-31 | 2026-01-23 | $339.0M | 120 | 0001842787-26-000001 |