Newton One Investments

Newton One Investments as of Dec. 31, 2025

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