Newton One Investments LLC

Est. AUM

$368.5M

13F long equity, this entity only

Positions

121

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$57.9M	786765	15.72%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$49.2M	75371	13.36%	SOLE
3	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$38.5M	464730	10.44%	SOLE
4	VANGUARD INDEX FDS	GROWTH ETF	$37.8M	86461	10.25%	SOLE
5	VANGUARD INDEX FDS	VALUE ETF	$28.9M	147393	7.85%	SOLE
6	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$24.8M	330131	6.73%	SOLE
7	ISHARES TR	CORE S&P MCP ETF	$20.3M	299955	5.50%	SOLE
8	ISHARES TR	CORE S&P SCP ETF	$16.9M	136144	4.59%	SOLE
9	VANGUARD MUN BD FDS	TAX EXEMPT BD	$15.1M	302477	4.10%	SOLE
10	ISHARES TR	RUS 1000 VAL ETF	$10.8M	50706	2.94%	SOLE
11	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$9.9M	183337	2.69%	SOLE
12	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$9.8M	67197	2.66%	SOLE
13	VANGUARD INDEX FDS	TOTAL STK MKT	$9.1M	28336	2.47%	SOLE
14	ISHARES TR	CORE MSCI TOTAL	$8.3M	95556	2.25%	SOLE
15	SCHWAB STRATEGIC TR	US MID-CAP ETF	$5.9M	190885	1.60%	SOLE
16	VANGUARD INDEX FDS	SMALL CP ETF	$5.5M	21005	1.49%	SOLE
17	APPLE INC	COM	$2.6M	10203	0.70%	SOLE
18	VANGUARD INDEX FDS	SM CP VAL ETF	$2.2M	10151	0.60%	SOLE
19	ISHARES TR	S&P SML 600 GWT	$1.7M	11614	0.46%	SOLE
20	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.0M	7261	0.27%	SOLE
21	STATE STR SPDR S&P 500 ETF T	TR UNIT	$971K	1492	0.26%	SOLE
22	ISHARES TR	SP SMCP600VL ETF	$910K	7682	0.25%	SOLE
23	ISHARES TR	RUS 2000 GRW ETF	$722K	2302	0.20%	SOLE
24	VANGUARD INDEX FDS	EXTEND MKT ETF	$530K	2574	0.14%	SOLE
25	ISHARES TR	RUS 1000 GRW ETF	$453K	1061	0.12%	SOLE
26	GOLDMAN SACHS GROUP INC	COM	$433K	512	0.12%	SOLE
27	AON PLC	SHS CL A	$432K	1338	0.12%	SOLE
28	CONSTELLATION ENERGY CORP	COM	$426K	1525	0.12%	SOLE
29	ISHARES TR	S&P 500 GRWT ETF	$418K	3697	0.11%	SOLE
30	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$409K	8449	0.11%	SOLE
31	VANGUARD INDEX FDS	LARGE CAP ETF	$385K	1288	0.10%	SOLE
32	DEERE & CO	COM	$367K	651	0.10%	SOLE
33	ISHARES TR	S&P 500 VAL ETF	$366K	1735	0.10%	SOLE
34	MCDONALDS CORP	COM	$331K	1065	0.09%	SOLE
35	JPMORGAN CHASE & CO	COM	$321K	1091	0.09%	SOLE
36	META PLATFORMS INC	CL A	$314K	549	0.09%	SOLE
37	AMAZON COM INC	COM	$267K	1280	0.07%	SOLE
38	ORACLE CORP	COM	$229K	1557	0.06%	SOLE
39	EXELON CORP	COM	$224K	4578	0.06%	SOLE
40	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$189K	2293	0.05%	SOLE
41	VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$186K	1903	0.05%	SOLE
42	ISHARES TR	RUSSELL 3000 ETF	$175K	473	0.05%	SOLE
43	NVIDIA CORPORATION	COM	$174K	1000	0.05%	SOLE
44	UNITEDHEALTH GROUP INC	COM	$170K	626	0.05%	SOLE
45	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$165K	2319	0.04%	SOLE
46	PHILIP MORRIS INTL INC	COM	$143K	863	0.04%	SOLE
47	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$137K	637	0.04%	SOLE
48	PROCTER & GAMBLE CO	COM	$129K	894	0.04%	SOLE
49	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$125K	846	0.03%	SOLE
50	PEPSICO INC	COM	$99K	639	0.03%	SOLE

1–50 of 121

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.