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 63.87% of Newton One Investments's stock portfolio.
- Added to shares of these 10 stocks: IVV, BND, VCIT, VTEB, IJH, VTV, IJT, SCHM, IWD, HODL.
- Reduced shares in these 10 stocks: SPY, VUG, VTI, VEU, IXUS, VWO, SCHC, SCHE, VSS, IVW.
- Sold out of its positions in IAU, MBB, USIG, QUAL, SGOV, XLK, VTWO, VGIT.
- Newton One Investments was a net buyer of stock by $2.6M.
- Newton One Investments has $338M in assets under management (AUM), dropping by 6.26%.
- 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 September 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) | 16.7 | $56M | 757k | 74.37 |
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| Ishares Tr Core S&p500 Etf (IVV) | 15.6 | $53M | +8% | 79k | 669.30 |
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| Vanguard Index Fds Growth Etf (VUG) | 12.5 | $42M | 88k | 479.61 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 11.2 | $38M | 450k | 84.11 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 7.9 | $27M | 373k | 71.37 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 5.8 | $20M | 300k | 65.26 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 4.2 | $14M | +2% | 283k | 50.07 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.1 | $11M | 196k | 54.18 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 3.1 | $11M | 52k | 203.59 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.8 | $9.3M | -4% | 28k | 328.16 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 2.4 | $8.2M | 58k | 141.50 |
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| Ishares Tr Core Msci Total (IXUS) | 2.4 | $8.1M | 98k | 82.58 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.7 | $5.7M | 192k | 29.64 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.6 | $5.3M | 21k | 254.28 |
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| Vanguard Index Fds Value Etf (VTV) | 1.4 | $4.8M | 26k | 186.49 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $3.8M | 32k | 118.83 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 1.0 | $3.3M | 23k | 142.55 |
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| Apple (AAPL) | 0.8 | $2.5M | 10k | 254.63 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $2.1M | 10k | 208.72 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $1.2M | -3% | 8.4k | 137.80 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.0M | -47% | 1.5k | 666.12 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $790k | 2.5k | 320.10 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $677k | 6.1k | 110.59 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $542k | 2.6k | 209.33 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $509k | 1.1k | 468.53 |
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| Constellation Energy (CEG) | 0.1 | $502k | 1.5k | 329.07 |
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| Aon Shs Cl A (AON) | 0.1 | $476k | 1.3k | 356.71 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $446k | -10% | 3.7k | 120.72 |
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| Oracle Corporation (ORCL) | 0.1 | $436k | 1.6k | 281.21 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $431k | -2% | 1.4k | 307.85 |
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| Goldman Sachs (GS) | 0.1 | $404k | 507.00 | 796.36 |
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| Meta Platforms Cl A (META) | 0.1 | $403k | 548.00 | 734.74 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $375k | 8.4k | 44.69 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $362k | 1.8k | 206.52 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $341k | 1.1k | 315.38 |
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| McDonald's Corporation (MCD) | 0.1 | $320k | 1.1k | 304.03 |
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| Deere & Company (DE) | 0.1 | $296k | 647.00 | 457.49 |
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| Amazon (AMZN) | 0.1 | $281k | 1.3k | 219.57 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $222k | 585.00 | 378.72 |
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| UnitedHealth (UNH) | 0.1 | $213k | 618.00 | 345.24 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $209k | 2.6k | 79.80 |
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| Exelon Corporation (EXC) | 0.1 | $206k | 4.6k | 45.01 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $182k | 2.1k | 87.86 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $182k | 1.3k | 140.96 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $158k | 2.3k | 68.47 |
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| Philip Morris International (PM) | 0.0 | $139k | 857.00 | 162.24 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $136k | 630.00 | 215.75 |
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| Procter & Gamble Company (PG) | 0.0 | $136k | 882.00 | 153.67 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $121k | -14% | 1.4k | 87.29 |
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| Wisdomtree Tr Intl Lrgcap Dv (DOL) | 0.0 | $115k | -4% | 1.9k | 62.26 |
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| International Business Machines (IBM) | 0.0 | $100k | 354.00 | 281.83 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $94k | 478.00 | 195.95 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $90k | -44% | 2.7k | 33.37 |
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| Pepsi (PEP) | 0.0 | $88k | 627.00 | 140.48 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $84k | -51% | 1.8k | 45.51 |
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| Alphatec Hldgs Com New (ATEC) | 0.0 | $80k | 5.5k | 14.54 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $79k | 328.00 | 241.90 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $79k | -12% | 655.00 | 120.50 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $73k | 617.00 | 118.44 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $71k | -3% | 799.00 | 89.37 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $61k | 102.00 | 598.22 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $59k | -46% | 117.00 | 502.74 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $59k | 862.00 | 68.09 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $58k | -11% | 606.00 | 95.14 |
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| PPL Corporation (PPL) | 0.0 | $57k | 1.5k | 37.16 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $53k | 595.00 | 88.96 |
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| Emerson Electric (EMR) | 0.0 | $52k | 394.00 | 131.10 |
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| Chevron Corporation (CVX) | 0.0 | $51k | 331.00 | 155.21 |
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| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $50k | 1.4k | 34.93 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $49k | 167.00 | 293.74 |
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| Vaneck Bitcoin Etf Sh Ben Int (HODL) | 0.0 | $49k | +13% | 1.5k | 32.37 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $49k | -50% | 200.00 | 243.35 |
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| Netflix (NFLX) | 0.0 | $46k | 38.00 | 1198.92 |
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| Automatic Data Processing (ADP) | 0.0 | $43k | 148.00 | 292.74 |
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| Verizon Communications (VZ) | 0.0 | $43k | 984.00 | 43.97 |
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| Microsoft Corporation (MSFT) | 0.0 | $39k | 75.00 | 519.37 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $38k | 572.00 | 65.92 |
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| Air Products & Chemicals (APD) | 0.0 | $36k | 133.00 | 273.28 |
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| Johnson & Johnson (JNJ) | 0.0 | $28k | 152.00 | 185.32 |
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| At&t (T) | 0.0 | $27k | 950.00 | 28.24 |
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| Altria (MO) | 0.0 | $27k | 406.00 | 65.99 |
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| Wells Fargo & Company (WFC) | 0.0 | $26k | 310.00 | 83.69 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $23k | 203.00 | 112.54 |
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| Qualcomm (QCOM) | 0.0 | $22k | 132.00 | 166.46 |
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| Lyft Cl A Com (LYFT) | 0.0 | $21k | 962.00 | 22.01 |
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| Utz Brands Com Cl A (UTZ) | 0.0 | $21k | 1.7k | 12.15 |
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| Ge Aerospace Com New (GE) | 0.0 | $19k | 63.00 | 299.76 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $19k | 271.00 | 69.31 |
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| Home Depot (HD) | 0.0 | $16k | 40.00 | 407.40 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $16k | 212.00 | 76.74 |
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| Pinterest Cl A (PINS) | 0.0 | $16k | 500.00 | 32.17 |
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| 3M Company (MMM) | 0.0 | $16k | 102.00 | 154.88 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $15k | 491.00 | 31.42 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $15k | 243.00 | 62.54 |
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| Ecolab (ECL) | 0.0 | $14k | 51.00 | 275.86 |
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| Dupont De Nemours (DD) | 0.0 | $14k | 179.00 | 77.83 |
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| Tesla Motors (TSLA) | 0.0 | $13k | -71% | 30.00 | 444.73 |
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| Corteva (CTVA) | 0.0 | $12k | 176.00 | 67.61 |
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| Cisco Systems (CSCO) | 0.0 | $11k | 161.00 | 68.44 |
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| Unum (UNM) | 0.0 | $11k | 137.00 | 77.78 |
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| Ge Vernova (GEV) | 0.0 | $9.2k | 15.00 | 616.00 |
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| Dominion Resources (D) | 0.0 | $9.2k | 150.00 | 61.11 |
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| Coca-Cola Company (KO) | 0.0 | $8.9k | 135.00 | 66.19 |
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| Digital Realty Trust (DLR) | 0.0 | $8.7k | +2% | 51.00 | 171.57 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $6.4k | 115.00 | 55.50 |
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| On Hldg Namen Akt A (ONON) | 0.0 | $4.8k | 114.00 | 42.35 |
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| Revolution Medicines (RVMD) | 0.0 | $4.7k | 100.00 | 46.70 |
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| Dow (DOW) | 0.0 | $4.6k | 199.00 | 22.90 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $4.5k | 229.00 | 19.53 |
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| Walt Disney Company (DIS) | 0.0 | $4.4k | +2% | 39.00 | 113.49 |
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| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.0 | $4.2k | 66.00 | 63.47 |
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| United Parcel Service CL B (UPS) | 0.0 | $2.8k | +3% | 33.00 | 83.36 |
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| Kraft Heinz (KHC) | 0.0 | $2.3k | 87.00 | 26.03 |
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| Vodafone Group Sponsored Adr (VOD) | 0.0 | $2.2k | 187.00 | 11.60 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $1.8k | 24.00 | 73.00 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $1.5k | 20.00 | 75.40 |
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| Peloton Interactive Cl A Com (PTON) | 0.0 | $900.000000 | 100.00 | 9.00 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $441.000000 | 6.00 | 73.50 |
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| Douglas Elliman (DOUG) | 0.0 | $198.002400 | 69.00 | 2.87 |
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| Beyond Meat (BYND) | 0.0 | $19.000000 | 10.00 | 1.90 |
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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 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
- Newton One Investments 2021 Q4 filed Jan. 25, 2022