Newton One Investments

Newton One Investments as of Sept. 30, 2025

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