Newton One Investments

Newton One Investments as of March 31, 2026

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