Newton One Investments
Latest statistics and disclosures from Newton One Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BND, IVV, VUG, VCIT, VEU, and represent 63.50% of Newton One Investments's stock portfolio.
- Added to shares of these 10 stocks: VTEB, BND, NVDA, VCIT, VTV, IXUS, VSS, VB, IJR, AAPL.
- Started 1 new stock position in NVDA.
- Reduced shares in these 10 stocks: IVV, VUG, VEU, VTI, IJH, IJT, VWO, SPY, IWD, IWO.
- Sold out of its position in VXUS.
- Newton One Investments was a net seller of stock by $-2.6M.
- Newton One Investments has $339M in assets under management (AUM), dropping by 0.39%.
- Central Index Key (CIK): 0001842787
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Portfolio Holdings for Newton One Investments
Newton One Investments holds 120 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 16.6 | $56M | 760k | 74.07 |
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| Ishares Tr Core S&p500 Etf (IVV) | 15.5 | $52M | -2% | 77k | 684.94 |
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| Vanguard Index Fds Growth Etf (VUG) | 12.3 | $42M | -2% | 86k | 487.86 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 11.2 | $38M | 452k | 83.75 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 8.0 | $27M | 367k | 73.56 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 5.8 | $20M | 297k | 66.00 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 4.3 | $15M | +2% | 289k | 50.29 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 3.2 | $11M | 52k | 210.34 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.1 | $11M | 195k | 53.76 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.7 | $9.3M | -2% | 28k | 335.27 |
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| Ishares Tr Core Msci Total (IXUS) | 2.5 | $8.4M | 99k | 84.64 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 2.4 | $8.0M | -2% | 57k | 141.16 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.7 | $5.8M | 193k | 30.07 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.6 | $5.4M | 21k | 257.94 |
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| Vanguard Index Fds Value Etf (VTV) | 1.5 | $5.0M | +2% | 26k | 190.99 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $3.9M | +2% | 33k | 120.18 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 1.0 | $3.4M | +2% | 24k | 143.33 |
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| Apple (AAPL) | 0.8 | $2.8M | +2% | 10k | 271.85 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $2.2M | 10k | 211.80 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.4 | $1.2M | 8.4k | 141.06 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.0M | -3% | 1.5k | 681.92 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $769k | -3% | 2.4k | 323.04 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $699k | 6.1k | 113.72 |
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| Constellation Energy (CEG) | 0.2 | $539k | 1.5k | 353.27 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $538k | 2.6k | 209.15 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $509k | 1.1k | 473.42 |
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| Aon Shs Cl A (AON) | 0.1 | $471k | 1.3k | 353.01 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $456k | 3.7k | 123.26 |
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| Goldman Sachs (GS) | 0.1 | $448k | 509.00 | 879.51 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $417k | -5% | 1.3k | 314.79 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $392k | 8.4k | 46.59 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $372k | 1.8k | 212.08 |
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| Meta Platforms Cl A (META) | 0.1 | $362k | 549.00 | 659.73 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $350k | 1.1k | 322.23 |
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| McDonald's Corporation (MCD) | 0.1 | $324k | 1.1k | 305.53 |
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| Oracle Corporation (ORCL) | 0.1 | $303k | 1.6k | 194.86 |
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| Deere & Company (DE) | 0.1 | $302k | 650.00 | 465.26 |
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| Amazon (AMZN) | 0.1 | $295k | 1.3k | 230.82 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $227k | 586.00 | 387.05 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $221k | 2.6k | 83.62 |
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| UnitedHealth (UNH) | 0.1 | $205k | 622.00 | 330.01 |
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| Exelon Corporation (EXC) | 0.1 | $200k | 4.6k | 43.59 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $193k | +2% | 2.1k | 90.40 |
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| NVIDIA Corporation (NVDA) | 0.1 | $187k | NEW | 1.0k | 186.51 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $185k | 1.3k | 143.53 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $161k | 2.3k | 69.66 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $140k | 635.00 | 219.76 |
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| Philip Morris International (PM) | 0.0 | $138k | 860.00 | 160.45 |
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| Procter & Gamble Company (PG) | 0.0 | $127k | 888.00 | 143.39 |
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| Wisdomtree Tr True Developed I (DOL) | 0.0 | $122k | 1.9k | 65.86 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $119k | -4% | 1.3k | 89.44 |
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| Alphatec Hldgs Com New (ATEC) | 0.0 | $116k | 5.5k | 21.04 |
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| International Business Machines (IBM) | 0.0 | $105k | 356.00 | 295.80 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $96k | 478.00 | 199.82 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $91k | +2% | 2.8k | 32.75 |
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| Pepsi (PEP) | 0.0 | $90k | 627.00 | 143.56 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $87k | +3% | 1.9k | 45.54 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $81k | 329.00 | 245.96 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $77k | -3% | 631.00 | 121.75 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $75k | 618.00 | 121.06 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $74k | 799.00 | 92.30 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $63k | 200.00 | 313.32 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $62k | 102.00 | 605.49 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $60k | 862.00 | 69.44 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $59k | 117.00 | 502.66 |
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| PPL Corporation (PPL) | 0.0 | $53k | 1.5k | 35.02 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $53k | 595.00 | 89.43 |
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| Emerson Electric (EMR) | 0.0 | $53k | 395.00 | 132.85 |
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| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $52k | 1.4k | 35.93 |
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| Chevron Corporation (CVX) | 0.0 | $51k | 335.00 | 152.22 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $49k | 167.00 | 290.22 |
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| Vaneck Bitcoin Etf Sh Ben Int (HODL) | 0.0 | $46k | +22% | 1.8k | 24.73 |
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| Verizon Communications (VZ) | 0.0 | $40k | 986.00 | 40.71 |
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| Automatic Data Processing (ADP) | 0.0 | $38k | 148.00 | 257.41 |
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| Microsoft Corporation (MSFT) | 0.0 | $36k | 75.00 | 485.32 |
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| Netflix (NFLX) | 0.0 | $36k | +900% | 380.00 | 93.76 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $35k | -39% | 368.00 | 94.16 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $33k | -13% | 497.00 | 67.22 |
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| Air Products & Chemicals (APD) | 0.0 | $33k | 134.00 | 247.38 |
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| Johnson & Johnson (JNJ) | 0.0 | $32k | 153.00 | 206.37 |
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| Wells Fargo & Company (WFC) | 0.0 | $29k | 311.00 | 93.24 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $25k | 204.00 | 120.56 |
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| Altria (MO) | 0.0 | $24k | 412.00 | 57.66 |
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| At&t (T) | 0.0 | $24k | 950.00 | 24.84 |
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| Qualcomm (QCOM) | 0.0 | $23k | 133.00 | 170.73 |
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| Ge Aerospace Com New (GE) | 0.0 | $19k | 63.00 | 307.30 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $19k | 268.00 | 71.60 |
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| Lyft Cl A Com (LYFT) | 0.0 | $19k | 962.00 | 19.37 |
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| Utz Brands Com Cl A (UTZ) | 0.0 | $18k | 1.7k | 10.38 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $17k | 216.00 | 77.59 |
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| 3M Company (MMM) | 0.0 | $16k | 102.00 | 160.49 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $15k | 491.00 | 29.89 |
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| Home Depot (HD) | 0.0 | $14k | 40.00 | 345.98 |
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| Ecolab (ECL) | 0.0 | $14k | 51.00 | 265.08 |
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| Tesla Motors (TSLA) | 0.0 | $14k | 30.00 | 449.73 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $13k | 245.00 | 53.89 |
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| Pinterest Cl A (PINS) | 0.0 | $13k | 500.00 | 25.89 |
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| Cisco Systems (CSCO) | 0.0 | $12k | 161.00 | 77.06 |
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| Corteva (CTVA) | 0.0 | $12k | 176.00 | 67.19 |
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| Unum (UNM) | 0.0 | $11k | 138.00 | 77.40 |
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| Ge Vernova (GEV) | 0.0 | $9.8k | 15.00 | 655.00 |
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| Coca-Cola Company (KO) | 0.0 | $9.6k | 137.00 | 69.77 |
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| Dominion Resources (D) | 0.0 | $8.9k | 152.00 | 58.45 |
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| Revolution Medicines (RVMD) | 0.0 | $8.0k | 100.00 | 79.65 |
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| Digital Realty Trust (DLR) | 0.0 | $7.8k | 51.00 | 153.55 |
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| Dupont De Nemours (DD) | 0.0 | $7.2k | 180.00 | 40.14 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $6.6k | 229.00 | 28.82 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $5.9k | 115.00 | 50.89 |
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| On Hldg Namen Akt A (ONON) | 0.0 | $5.3k | 114.00 | 46.48 |
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| Dow (DOW) | 0.0 | $4.7k | 202.00 | 23.33 |
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| Walt Disney Company (DIS) | 0.0 | $4.4k | 39.00 | 112.77 |
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| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.0 | $4.3k | 66.00 | 65.64 |
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| United Parcel Service CL B (UPS) | 0.0 | $3.3k | 33.00 | 100.70 |
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| Vodafone Group Sponsored Adr (VOD) | 0.0 | $2.5k | 187.00 | 13.21 |
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| Kraft Heinz (KHC) | 0.0 | $2.1k | 88.00 | 24.36 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $1.9k | 24.00 | 79.25 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $1.6k | 20.00 | 82.40 |
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| Peloton Interactive Cl A Com (PTON) | 0.0 | $616.000000 | 100.00 | 6.16 |
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| Douglas Elliman (DOUG) | 0.0 | $163.999200 | 69.00 | 2.38 |
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| Beyond Meat (BYND) | 0.0 | $9.000000 | 10.00 | 0.90 |
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Past Filings by Newton One Investments
SEC 13F filings are viewable for Newton One Investments going back to 2020
- Newton One Investments 2025 Q4 filed Jan. 23, 2026
- Newton One Investments 2025 Q3 filed Oct. 10, 2025
- Newton One Investments 2025 Q2 filed July 16, 2025
- Newton One Investments 2025 Q1 filed April 21, 2025
- Newton One Investments 2024 Q4 filed Jan. 27, 2025
- Newton One Investments 2024 Q3 filed Oct. 17, 2024
- Newton One Investments 2024 Q2 filed July 17, 2024
- Newton One Investments 2024 Q1 filed April 16, 2024
- Newton One Investments 2023 Q4 filed Jan. 23, 2024
- Newton One Investments 2023 Q3 filed Oct. 23, 2023
- Newton One Investments 2023 Q2 filed July 20, 2023
- Newton One Investments 2023 Q1 filed April 19, 2023
- Newton One Investments 2022 Q4 filed Jan. 23, 2023
- Newton One Investments 2022 Q3 filed Oct. 19, 2022
- Newton One Investments 2022 Q2 filed July 11, 2022
- Newton One Investments 2022 Q1 filed April 28, 2022