Newton One Investments
Latest statistics and disclosures from Newton One Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BND, IVV, VCIT, VUG, VTV, and represent 57.62% of Newton One Investments's stock portfolio.
- Added to shares of these 10 stocks: VTV (+$24M), IJR (+$13M), VSS (+$6.4M), BND, VCIT, VTEB, VUG, VTI, IJH, IJS.
- Started 1 new stock position in VSNT.
- Reduced shares in these 10 stocks: IJT (-$6.5M), VEU, IVV, VWO, IXUS, IWD, VT, DOL, SCHM, VYM.
- Newton One Investments was a net buyer of stock by $36M.
- Newton One Investments has $369M in assets under management (AUM), dropping by 8.69%.
- Central Index Key (CIK): 0001842787
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Portfolio Holdings for Newton One Investments
Newton One Investments holds 121 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 15.7 | $58M | +3% | 787k | 73.64 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 13.4 | $49M | 75k | 653.21 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 10.4 | $39M | +2% | 465k | 82.75 |
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| Vanguard Index Fds Growth Etf (VUG) | 10.2 | $38M | 87k | 436.79 |
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| Vanguard Index Fds Value Etf (VTV) | 7.8 | $29M | +458% | 147k | 196.20 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 6.7 | $25M | -9% | 330k | 75.10 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 5.5 | $20M | 300k | 67.53 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 4.6 | $17M | +319% | 136k | 124.31 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 4.1 | $15M | +4% | 303k | 49.89 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 2.9 | $11M | 51k | 213.67 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.7 | $9.9M | -5% | 183k | 54.05 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 2.7 | $9.8M | +185% | 67k | 145.79 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.5 | $9.1M | +2% | 28k | 320.81 |
|
| Ishares Tr Core Msci Total (IXUS) | 2.2 | $8.3M | -3% | 96k | 86.64 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.6 | $5.9M | 191k | 30.96 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.5 | $5.5M | 21k | 261.92 |
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| Apple (AAPL) | 0.7 | $2.6M | 10k | 253.80 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $2.2M | 10k | 217.24 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.5 | $1.7M | -79% | 12k | 144.71 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $1.0M | -13% | 7.3k | 138.32 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $971k | 1.5k | 650.47 |
|
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $910k | +24% | 7.7k | 118.45 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $722k | -3% | 2.3k | 313.79 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $530k | 2.6k | 205.80 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $453k | 1.1k | 426.51 |
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| Goldman Sachs (GS) | 0.1 | $433k | 512.00 | 846.20 |
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| Aon Shs Cl A (AON) | 0.1 | $432k | 1.3k | 322.90 |
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| Constellation Energy (CEG) | 0.1 | $426k | 1.5k | 279.25 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $418k | 3.7k | 113.11 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $409k | 8.4k | 48.46 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $385k | -2% | 1.3k | 298.84 |
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| Deere & Company (DE) | 0.1 | $367k | 651.00 | 563.63 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $366k | 1.7k | 211.16 |
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| McDonald's Corporation (MCD) | 0.1 | $331k | 1.1k | 310.68 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $321k | 1.1k | 294.24 |
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| Meta Platforms Cl A (META) | 0.1 | $314k | 549.00 | 572.36 |
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| Amazon (AMZN) | 0.1 | $267k | 1.3k | 208.27 |
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| Oracle Corporation (ORCL) | 0.1 | $229k | 1.6k | 147.11 |
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| Exelon Corporation (EXC) | 0.1 | $224k | 4.6k | 49.02 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $189k | -13% | 2.3k | 82.43 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $186k | -10% | 1.9k | 97.74 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $175k | -19% | 473.00 | 370.88 |
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| NVIDIA Corporation (NVDA) | 0.0 | $174k | 1.0k | 174.41 |
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| UnitedHealth (UNH) | 0.0 | $170k | 626.00 | 270.77 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $165k | 2.3k | 71.14 |
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| Philip Morris International (PM) | 0.0 | $143k | 863.00 | 165.39 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $137k | 637.00 | 215.20 |
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| Procter & Gamble Company (PG) | 0.0 | $129k | 894.00 | 144.50 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $125k | -34% | 846.00 | 148.11 |
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| Pepsi (PEP) | 0.0 | $99k | 639.00 | 155.37 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $91k | 2.8k | 32.95 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $89k | 1.9k | 46.75 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $87k | 479.00 | 181.24 |
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| International Business Machines (IBM) | 0.0 | $87k | 358.00 | 242.31 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $84k | -30% | 931.00 | 90.53 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $79k | -3% | 317.00 | 248.12 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $71k | -5% | 754.00 | 93.74 |
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| Chevron Corporation (CVX) | 0.0 | $70k | 338.00 | 206.75 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $69k | 630.00 | 109.69 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $63k | 102.00 | 619.02 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $61k | 862.00 | 70.19 |
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| Alphatec Hldgs Com New (ATEC) | 0.0 | $60k | 5.5k | 10.88 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $58k | -15% | 520.00 | 112.24 |
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| PPL Corporation (PPL) | 0.0 | $58k | 1.5k | 38.20 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $58k | 200.00 | 287.86 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $56k | 117.00 | 479.21 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $52k | 595.00 | 87.84 |
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| Emerson Electric (EMR) | 0.0 | $52k | 397.00 | 131.00 |
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| Verizon Communications (VZ) | 0.0 | $50k | 987.00 | 50.18 |
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| Spdr Index Shs Fds State Street Spd (CWI) | 0.0 | $48k | -8% | 1.3k | 36.60 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $48k | 167.00 | 287.19 |
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| Wisdomtree Tr True Developed I (DOL) | 0.0 | $43k | -65% | 631.00 | 68.00 |
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| Air Products & Chemicals (APD) | 0.0 | $39k | 135.00 | 290.58 |
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| Johnson & Johnson (JNJ) | 0.0 | $37k | 153.00 | 244.61 |
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| Netflix (NFLX) | 0.0 | $37k | 380.00 | 96.15 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $35k | 206.00 | 169.48 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $33k | -5% | 471.00 | 69.75 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $31k | -10% | 329.00 | 92.74 |
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| Automatic Data Processing (ADP) | 0.0 | $30k | 149.00 | 202.80 |
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| Microsoft Corporation (MSFT) | 0.0 | $28k | 75.00 | 371.81 |
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| Altria (MO) | 0.0 | $28k | 420.00 | 65.93 |
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| At&t (T) | 0.0 | $28k | 950.00 | 28.99 |
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| Wells Fargo & Company (WFC) | 0.0 | $25k | 313.00 | 79.58 |
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| Home Depot (HD) | 0.0 | $20k | +50% | 60.00 | 330.08 |
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| Ge Aerospace Com New (GE) | 0.0 | $18k | 63.00 | 283.44 |
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| Qualcomm (QCOM) | 0.0 | $17k | 134.00 | 128.45 |
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| 3M Company (MMM) | 0.0 | $15k | 103.00 | 144.90 |
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| Corteva (CTVA) | 0.0 | $15k | 177.00 | 83.63 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $14k | 247.00 | 57.74 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $14k | -26% | 197.00 | 71.77 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $14k | 491.00 | 28.71 |
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| Ecolab (ECL) | 0.0 | $14k | 52.00 | 264.13 |
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| Utz Brands Com Cl A (UTZ) | 0.0 | $14k | 1.7k | 7.92 |
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| Ge Vernova (GEV) | 0.0 | $13k | 15.00 | 875.40 |
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| Lyft Cl A Com (LYFT) | 0.0 | $13k | 962.00 | 13.30 |
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| Cisco Systems (CSCO) | 0.0 | $13k | 161.00 | 77.61 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $12k | -30% | 151.00 | 78.50 |
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| Tesla Motors (TSLA) | 0.0 | $11k | 30.00 | 371.77 |
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| Coca-Cola Company (KO) | 0.0 | $10k | 137.00 | 75.91 |
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| Unum (UNM) | 0.0 | $10k | 139.00 | 72.86 |
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| Vaneck Bitcoin Etf Sh Ben Int (HODL) | 0.0 | $9.9k | -71% | 518.00 | 19.16 |
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| Revolution Medicines (RVMD) | 0.0 | $9.7k | 100.00 | 97.25 |
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| Dominion Resources (D) | 0.0 | $9.5k | 153.00 | 61.94 |
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| Digital Realty Trust (DLR) | 0.0 | $9.3k | 51.00 | 181.41 |
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| Pinterest Cl A (PINS) | 0.0 | $9.2k | 500.00 | 18.34 |
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| Dow (DOW) | 0.0 | $8.5k | 203.00 | 41.75 |
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| Dupont De Nemours (DD) | 0.0 | $8.3k | 180.00 | 45.93 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $6.3k | 229.00 | 27.46 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $4.2k | 115.00 | 36.76 |
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| On Hldg Namen Akt A (ONON) | 0.0 | $3.9k | 114.00 | 34.03 |
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| Walt Disney Company (DIS) | 0.0 | $3.8k | 39.00 | 96.18 |
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| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.0 | $3.7k | -16% | 55.00 | 66.49 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $3.3k | +3% | 34.00 | 98.41 |
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| Vodafone Group Sponsored Adr (VOD) | 0.0 | $2.8k | 187.00 | 15.02 |
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| Kraft Heinz (KHC) | 0.0 | $2.0k | +2% | 90.00 | 22.50 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $1.6k | 24.00 | 65.33 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $1.4k | 20.00 | 71.55 |
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| Versant Media Group Com Cl A (VSNT) | 0.0 | $703.999400 | NEW | 19.00 | 37.05 |
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| Peloton Interactive Cl A Com (PTON) | 0.0 | $429.000000 | 100.00 | 4.29 |
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| Douglas Elliman (DOUG) | 0.0 | $114.001800 | 69.00 | 1.65 |
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| Beyond Meat (BYND) | 0.0 | $8.000000 | 10.00 | 0.80 |
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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 2026 Q1 filed April 24, 2026
- 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