Newton One Investments LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 21, 2025), Newton One Investments LLC reported 118 stock positions worth $279.6 million. Its top holding was Vanguard Total Bond Market (BND) at 19.7% of the portfolio, followed by Vanguard Int-Term Corporate (VCIT, 13.0%) and Vanguard Mrngstar GR ETF-Sui (VUG, 11.4%). Compared with Q4 2024, it sold out of 4, added to 53 and reduced 19. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +891%) and the biggest sale Vanguard Tot World STK ETF (VT, shares −68%).

Most Recent 13F
Q2 2026
Location
NEWARK, DE
CIK
0001842787
Portfolio Value
$279.6M (Q1 2025)
SEC Filing
0001842787-25-000006 ↗ filed Apr 21, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $227.4M Q1 2024 Q2 2024: $232.0M Q2 2024 Q3 2024: $249.4M Q3 2024 Q4 2024: $259.4M Q4 2024 Q1 2025: $279.6M $279.6M Q1 2025 Q2 2025: $317.8M Q2 2025 Q3 2025: $337.7M Q3 2025 Q4 2025: $339.0M Q4 2025 Q1 2026: $368.5M Q1 2026 Q2 2026: $397.1M Q2 2026

Holdings 118 stocks · $279.6M
BND Vanguard Total Bond Market 19.74% 751,674 $55.2M Add +5.0%
VCIT Vanguard Int-Term Corporate 13.04% 445,885 $36.5M Add +2.8%
VUG Vanguard Mrngstar GR ETF-Sui 11.38% 85,797 $31.8M Add +0.5%
VEU Vanguard Ftse All-World Ex-U 8.29% 382,223 $23.2M Add +5.8%
IVV iShares Core S&P 500 ETF 8.17% 40,641 $22.8M Add +891.2%
IJH iShares Core S&P Midcap ETF 5.86% 280,857 $16.4M Add +1.2%
VTEB Vanguard Tax-Exempt Bond ETF 5.13% 289,209 $14.4M Add +2.5%
IWD iShares Russell 1000 Value E 3.46% 51,402 $9.7M Reduce -0.7%
VWO Vanguard Ftse Emerging Marke 3.22% 198,886 $9.0M Add +6.3%
VTI VG Morningstar TS MKT ETF-US 3.08% 31,364 $8.6M Add +3.9%
IJT iShares S&P Small-Cap 600 GR 2.57% 57,661 $7.2M Add +7.1%
IXUS iShares Core Intl Stock ETF 2.49% 99,567 $7.0M Add +1.4%
SCHM Schwab US Mid Cap ETF 2.12% 226,111 $5.9M Reduce -0.2%
VB Vanguard Most SM-Cap ETF-Usd 1.66% 20,948 $4.6M Add +0.3%
VTV Vanguard Mrngstr Val ETF-Aui 1.47% 23,822 $4.1M Reduce -0.0%
IJR iShares Core S&P Small-Cap E 1.08% 28,972 $3.0M Reduce -15.6%
VSS Vanguard Ftse All Wo X-US SC 0.95% 22,936 $2.7M Add +10.0%
AAPL Apple Inc. 0.83% 10,434 $2.3M Add +0.1%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.69% 10,369 $1.9M Add +1.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.58% 2,921 $1.6M Reduce -1.2%
VT Vanguard Tot World STK ETF 0.50% 12,098 $1.4M Reduce -67.8%
IWO iShares Russell 2000 Growth 0.23% 2,482 $634K Add +2.8%
IJS iShares S&P Small-Cap 600 Va 0.21% 6,064 $591K Add +0.4%
AON Aon PLC Class A 0.19% 1,335 $533K No change
VXF Vanguard Extended Market ETF 0.16% 2,587 $446K Reduce -0.0%
IWF iShares Russell 1000 Growth 0.14% 1,087 $393K Reduce -2.3%
IVW iShares S&P 500 Growth ETF 0.14% 4,135 $384K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.13% 1,438 $370K No change
DFUV Dimensional US Marketwide Va 0.12% 8,318 $343K Add +0.4%
IVE iShares S&P 500 Value ETF 0.12% 1,752 $334K Reduce -1.9%
MCD McDonald's Corp. 0.12% 1,040 $325K Add +0.6%
UNH Unitedhealth Group Inc. 0.11% 610 $319K Reduce -0.2%
META Meta Platforms Inc. Class A 0.11% 547 $316K No change
CEG Constellation Energy 0.11% 1,525 $307K No change
DE Deere & Co. 0.11% 643 $302K Add +0.3%
GS Goldman Sachs Group Inc. 0.10% 502 $274K Add +0.4%
JPM JPMorgan Chase & Co. 0.09% 1,070 $262K Add +0.5%
AMZN Amazon.com Inc. 0.09% 1,280 $244K No change
ORCL Oracle Corp. 0.08% 1,541 $215K Add +0.2%
VYM Vanguard High DVD Yield ETF 0.08% 1,648 $213K Reduce -11.7%
EXC Exelon Corp. 0.08% 4,578 $211K No change
IWV iShares Russell 3000 ETF 0.07% 582 $185K Reduce -9.8%
VGK Vanguard Ftse Europe ETF 0.06% 2,571 $180K Add +0.4%
VPL Vanguard Ftse Pacific ETF 0.05% 2,056 $149K Add +0.6%
PG The Procter & Gamble Co. 0.05% 870 $148K Add +0.6%
DFAS Dimensional US Small Cap ETF 0.05% 2,307 $138K Add +0.1%
SCHC Schwab Intl Small-Cap Equity 0.05% 3,790 $136K No change
PM Philip Morris International 0.05% 852 $135K Add +0.5%
SCHE Schwab Emrg Mrkts Eqty ETF 0.05% 4,859 $134K No change
DOL Wisdomtree TR DVLP Intnl-Usd 0.05% 2,342 $129K No change
VIG Vanguard Dividend Apprec ETF 0.04% 627 $122K Add +0.5%
BRK.B Berkshire Hathaway Inc. Class B 0.04% 217 $116K No change
PEP Pepsico Inc. 0.03% 614 $92K Add +1.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 349 $87K Add +0.6%
IEFA iShares Core MSCI Eafe ETF 0.03% 1,133 $86K Reduce -45.1%
IYW iShares Ustechnology ETF 0.02% 478 $67K No change
QUAL iShares MSCI USA Quality Fac 0.02% 383 $65K No change
IWM iShares Russell 2000 ETF 0.02% 327 $65K Reduce -22.1%
USMV iShares MSCI USA Min Vol Fac 0.02% 682 $64K Reduce -9.1%
GOOGL Alphabet Inc. Class A 0.02% 401 $62K No change
ESGV Vanguard ESG US Stock ETF 0.02% 615 $60K Reduce -32.6%
ATEC Alphatec Holdings Inc. 0.02% 5,500 $56K No change
PPL PPL Corp. 0.02% 1,524 $55K No change
MDY State Street SPDR S&P Midcap 0.02% 102 $55K Reduce -15.7%
CVX Chevron Corp. 0.02% 323 $54K Add +0.9%
DGRO iShares Core Dividend Growth 0.02% 862 $53K No change
DGRW Wisdomtree U.S. Quality Divi 0.02% 595 $48K No change
ADP Automatic Data Processing 0.02% 147 $45K Add +0.7%
VZ Verizon Communications Inc. 0.02% 982 $45K Add +0.1%
EMR Emerson Electric Co. 0.02% 391 $43K Add +0.5%
CWI State Street SPDR MSCI Acwi 0.01% 1,400 $41K No change
APD Air Products & Chemicals Inc. 0.01% 132 $39K Add +0.8%
NFLX Netflix Inc. 0.01% 38 $35K No change
HODL Vaneck Bitcoin ETF 0.01% 1,324 $31K No change
MSFT Microsoft Corp. 0.01% 75 $28K Add +66.7%
TSLA Tesla Inc. 0.01% 105 $27K Add +250.0%
T AT&T Inc. 0.01% 950 $27K No change
JNJ Johnson & Johnson 0.01% 150 $25K No change
UTZ Utz Brands Inc. 0.01% 1,698 $24K Add +0.4%
XOM Exxon Mobil Corp. 0.01% 199 $24K Add +1.0%
MO Altria Group Inc. 0.01% 392 $24K Add +2.1%
WFC Wells Fargo & Co. 0.01% 306 $22K Add +0.3%
QCOM Qualcomm Inc. 0.01% 131 $20K Add +0.8%
CMCSA Comcast Corp. Class A 0.01% 491 $18K No change
MDLZ Mondelez International Inc. Class A 0.01% 240 $16K Add +0.8%
VSGX Vanguard ESG Intl Stock ETF 0.01% 266 $16K Reduce -2.9%
PINS Pinterest Inc. Class A 0.01% 500 $16K No change
MMM 3M Co. 0.01% 101 $15K Add +1.0%
HD Home Depot Inc. 0.01% 40 $15K No change
SCZ iShares MSCI Eafe Small-Cap 0.00% 209 $13K No change
DD Dupont DE Nemours Inc. 0.00% 177 $13K Add +0.6%
ECL Ecolab Inc. 0.00% 51 $13K No change
GE General Electric filed as GE AEROSPACE 0.00% 63 $13K Add +1.6%
OEF iShares S&P 100 ETF 0.00% 46 $13K No change
LYFT LYFT Inc. Class A 0.00% 962 $11K No change
UNM Unum Group 0.00% 135 $11K No change
CTVA Corteva Inc. 0.00% 175 $11K No change
CSCO Cisco Systems Inc. 0.00% 161 $10K Add +0.6%
KO The Coca-Cola Co. 0.00% 133 $10K No change
D Dominion Energy Inc. 0.00% 146 $8K Add +0.7%

Show all 118 holdings

Portfolio Sells Q4 2024 → Q1 2025
VT Vanguard Tot World STK ETF Reduce -67.8% 0.50% −1.20
IJR iShares Core S&P Small-Cap E Reduce -15.6% 1.08% −0.44
SCHM Schwab US Mid Cap ETF Reduce -0.2% 2.12% −0.30
IWD iShares Russell 1000 Value E Reduce -0.7% 3.46% −0.23
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.2% 0.58% −0.08
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.0% 1.47% −0.08
IWF iShares Russell 1000 Growth Reduce -2.3% 0.14% −0.03
VXF Vanguard Extended Market ETF Reduce -0.0% 0.16% −0.03
IEFA iShares Core MSCI Eafe ETF Reduce -45.1% 0.03% −0.03
IWV iShares Russell 3000 ETF Reduce -9.8% 0.07% −0.02
VYM Vanguard High DVD Yield ETF Reduce -11.7% 0.08% −0.02
ESGV Vanguard ESG US Stock ETF Reduce -32.6% 0.02% −0.02
IWM iShares Russell 2000 ETF Reduce -22.1% 0.02% −0.01
IVE iShares S&P 500 Value ETF Reduce -1.9% 0.12% −0.01
MDY State Street SPDR S&P Midcap Reduce -15.7% 0.02% −0.01
CPSS Consumer Portfolio Services Sold out 0.00% −0.01
UNH Unitedhealth Group Inc. Reduce -0.2% 0.11% −0.01
ICF iShares Select U.S. REIT ETF Sold out 0.00% −0.00
USMV iShares MSCI USA Min Vol Fac Reduce -9.1% 0.02% −0.00
ETHO Amplify Etho Climate Leaders Reduce -23.3% 0.00% −0.00
LICYQ Li-Cycle Holdings Corp. Sold out 0.00% −0.00
BLNK Blink Charging Co. Sold out 0.00% −0.00
VSGX Vanguard ESG Intl Stock ETF Reduce -2.9% 0.01% −0.00

Portfolio Buys Q4 2024 → Q1 2025
IVV iShares Core S&P 500 ETF Add +891.2% 8.17% +7.24
VEU Vanguard Ftse All-World Ex-U Add +5.8% 8.29% +0.29
VWO Vanguard Ftse Emerging Marke Add +6.3% 3.22% +0.04
VSS Vanguard Ftse All Wo X-US SC Add +10.0% 0.95% +0.03
PM Philip Morris International Add +0.5% 0.05% +0.01
TSLA Tesla Inc. Add +250.0% 0.01% +0.01
DE Deere & Co. Add +0.3% 0.11% +0.00
MSFT Microsoft Corp. Add +66.7% 0.01% +0.00
VGK Vanguard Ftse Europe ETF Add +0.4% 0.06% +0.00
IBM Intl Business Machines Corp. Add +0.6% 0.03% +0.00
CVX Chevron Corp. Add +0.9% 0.02% +0.00
VZ Verizon Communications Inc. Add +0.1% 0.02% +0.00
MO Altria Group Inc. Add +2.1% 0.01% +0.00
MCD McDonald's Corp. Add +0.6% 0.12% +0.00
GE General Electric Add +1.6% 0.00% +0.00
XOM Exxon Mobil Corp. Add +1.0% 0.01% +0.00
MDLZ Mondelez International Inc. Class A Add +0.8% 0.01% +0.00
MMM 3M Co. Add +1.0% 0.01% +0.00
CSCO Cisco Systems Inc. Add +0.6% 0.00% −0.00
D Dominion Energy Inc. Add +0.7% 0.00% −0.00
KHC The Kraft Heinz Co. Add +1.2% 0.00% −0.00
UPS United Parcel Service Class B Add +3.2% 0.00% −0.00
ADP Automatic Data Processing Add +0.7% 0.02% −0.00
DD Dupont DE Nemours Inc. Add +0.6% 0.00% −0.00
WFC Wells Fargo & Co. Add +0.3% 0.01% −0.00
DOW Dow Inc. Add +2.1% 0.00% −0.00
QCOM Qualcomm Inc. Add +0.8% 0.01% −0.00
APD Air Products & Chemicals Inc. Add +0.8% 0.01% −0.00
DLR Digital Realty Trust Inc. Add +2.0% 0.00% −0.00
UTZ Utz Brands Inc. Add +0.4% 0.01% −0.00
PEP Pepsico Inc. Add +1.8% 0.03% −0.00
VPL Vanguard Ftse Pacific ETF Add +0.6% 0.05% −0.00
PG The Procter & Gamble Co. Add +0.6% 0.05% −0.00
EMR Emerson Electric Co. Add +0.5% 0.02% −0.00
VIG Vanguard Dividend Apprec ETF Add +0.5% 0.04% −0.00
JPM JPMorgan Chase & Co. Add +0.5% 0.09% −0.00
DFUV Dimensional US Marketwide Va Add +0.4% 0.12% −0.01
DFAS Dimensional US Small Cap ETF Add +0.1% 0.05% −0.01
GS Goldman Sachs Group Inc. Add +0.4% 0.10% −0.01
IXUS iShares Core Intl Stock ETF Add +1.4% 2.49% −0.02
ORCL Oracle Corp. Add +0.2% 0.08% −0.02
IWO iShares Russell 2000 Growth Add +2.8% 0.23% −0.04
IJS iShares S&P Small-Cap 600 Va Add +0.4% 0.21% −0.04
VBR Vngrd Mrngst SL-CP Val ETF-U Add +1.0% 0.69% −0.09
BND Vanguard Total Bond Market Add +5.0% 19.74% −0.10
AAPL Apple Inc. Add +0.1% 0.83% −0.18
IJT iShares S&P Small-Cap 600 GR Add +7.1% 2.57% −0.24
VB Vanguard Most SM-Cap ETF-Usd Add +0.3% 1.66% −0.27
VTI VG Morningstar TS MKT ETF-US Add +3.9% 3.08% −0.29
VTEB Vanguard Tax-Exempt Bond ETF Add +2.5% 5.13% −0.32

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 146$397.1MBND, IVV, VUG, VCIT, VTV
Q1 2026 121$368.5MBND, IVV, VCIT, VUG, VTV
Q4 2025 120$339.0MBND, IVV, VUG, VCIT, VEU
Q3 2025 120$337.7MBND, IVV, VUG, VCIT, VEU
Q2 2025 128$317.8MBND, IVV, VUG, VCIT, VEU
Q1 2025 118$279.6MBND, VCIT, VUG, VEU, IVV
Q4 2024 122$259.4MBND, VUG, VCIT, VEU, IJH
Q3 2024 41$249.4MBND, VCIT, VUG, VEU, SCHM
Q2 2024 116$232.0MBND, BSV, VUG, SCHM, VEU
Q1 2024 113$227.4MBND, BSV, VUG, SCHM, VEU