Newton One Investments LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), Newton One Investments LLC reported 128 stock positions worth $317.8 million. Its top holding was Vanguard Total Bond Market (BND) at 17.4% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 14.2%) and Vanguard Mrngstar GR ETF-Sui (VUG, 12.3%). Compared with Q1 2025, it opened 11 new positions, sold out of 1, added to 50 and reduced 15. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +79%) and the biggest sale Vanguard Total Bond Market (BND, shares −0%).

Most Recent 13F
Q2 2026
Location
NEWARK, DE
CIK
0001842787
Portfolio Value
$317.8M (Q2 2025)
SEC Filing
0001842787-25-000007 ↗ filed Jul 16, 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 Q1 2025 Q2 2025: $317.8M $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 128 stocks · $317.8M
BND Vanguard Total Bond Market 17.36% 749,143 $55.2M Reduce -0.3%
IVV iShares Core S&P 500 ETF 14.20% 72,699 $45.1M Add +78.9%
VUG Vanguard Mrngstar GR ETF-Sui 12.31% 89,224 $39.1M Add +4.0%
VCIT Vanguard Int-Term Corporate 11.63% 445,662 $37.0M Reduce -0.1%
VEU Vanguard Ftse All-World Ex-U 7.95% 375,757 $25.3M Reduce -1.7%
IJH iShares Core S&P Midcap ETF 5.83% 298,875 $18.5M Add +6.4%
VTEB Vanguard Tax-Exempt Bond ETF 4.26% 276,260 $13.5M Reduce -4.5%
IWD iShares Russell 1000 Value E 3.15% 51,562 $10.0M Add +0.3%
VWO Vanguard Ftse Emerging Marke 3.08% 198,013 $9.8M Reduce -0.4%
VTI VG Morningstar TS MKT ETF-US 2.85% 29,766 $9.0M Reduce -5.1%
IXUS iShares Core Intl Stock ETF 2.43% 99,871 $7.7M Add +0.3%
IJT iShares S&P Small-Cap 600 GR 2.41% 57,471 $7.6M Reduce -0.3%
SCHM Schwab US Mid Cap ETF 1.69% 191,307 $5.4M Reduce -15.4%
VB Vanguard Most SM-Cap ETF-Usd 1.54% 20,711 $4.9M Reduce -1.1%
VTV Vanguard Mrngstr Val ETF-Aui 1.41% 25,344 $4.5M Add +6.4%
IJR iShares Core S&P Small-Cap E 1.10% 31,988 $3.5M Add +10.4%
VSS Vanguard Ftse All Wo X-US SC 0.98% 23,281 $3.1M Add +1.5%
AAPL Apple Inc. 0.64% 9,963 $2.0M Reduce -4.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.63% 10,204 $2.0M Reduce -1.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.58% 2,966 $1.8M Add +1.5%
VT Vanguard Tot World STK ETF 0.36% 8,788 $1.1M Reduce -27.4%
IWO iShares Russell 2000 Growth 0.22% 2,485 $710K Add +0.1%
IJS iShares S&P Small-Cap 600 Va 0.19% 6,090 $606K Add +0.4%
VXF Vanguard Extended Market ETF 0.16% 2,588 $499K Add +0.0%
CEG Constellation Energy 0.15% 1,525 $492K No change
AON Aon PLC Class A 0.15% 1,335 $476K No change
IWF iShares Russell 1000 Growth 0.15% 1,087 $462K No change
IVW iShares S&P 500 Growth ETF 0.14% 4,135 $455K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.13% 1,438 $410K No change
META Meta Platforms Inc. Class A 0.13% 548 $404K Add +0.2%
GS Goldman Sachs Group Inc. 0.11% 504 $357K Add +0.4%
DFUV Dimensional US Marketwide Va 0.11% 8,356 $353K Add +0.5%
IVE iShares S&P 500 Value ETF 0.11% 1,752 $342K No change
ORCL Oracle Corp. 0.11% 1,547 $338K Add +0.4%
DE Deere & Co. 0.10% 645 $328K Add +0.3%
JPM JPMorgan Chase & Co. 0.10% 1,076 $312K Add +0.6%
MCD McDonald's Corp. 0.10% 1,046 $306K Add +0.6%
AMZN Amazon.com Inc. 0.09% 1,280 $281K No change
IWV iShares Russell 3000 ETF 0.06% 583 $205K Add +0.2%
VGK Vanguard Ftse Europe ETF 0.06% 2,608 $202K Add +1.4%
EXC Exelon Corp. 0.06% 4,578 $199K No change
UNH Unitedhealth Group Inc. 0.06% 614 $192K Add +0.7%
VYM Vanguard High DVD Yield ETF 0.05% 1,288 $172K Reduce -21.8%
VPL Vanguard Ftse Pacific ETF 0.05% 2,060 $169K Add +0.2%
SCHC Schwab Intl Small-Cap Equity 0.05% 3,798 $162K Add +0.2%
PM Philip Morris International 0.05% 855 $156K Add +0.3%
DFAS Dimensional US Small Cap ETF 0.05% 2,310 $147K Add +0.1%
SCHE Schwab Emrg Mrkts Eqty ETF 0.05% 4,865 $147K Add +0.1%
PG The Procter & Gamble Co. 0.04% 876 $140K Add +0.7%
IEFA iShares Core MSCI Eafe ETF 0.04% 1,622 $135K Add +43.2%
VIG Vanguard Dividend Apprec ETF 0.04% 627 $128K No change
DOL Wisdomtree TR DVLP Intnl-Usd 0.04% 1,947 $116K Reduce -16.9%
BRK.B Berkshire Hathaway Inc. Class B 0.03% 217 $105K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 351 $104K Add +0.6%
IYW iShares Ustechnology ETF 0.03% 478 $83K No change
PEP Pepsico Inc. 0.03% 621 $82K Add +1.1%
VONG Vanguard Russell 1000 Growth 0.03% 749 $82K New
VONV Vanguard Russell 1000 Value 0.02% 831 $71K New
GOOGL Alphabet Inc. Class A 0.02% 401 $71K No change
IWM iShares Russell 2000 ETF 0.02% 327 $71K No change
ESGV Vanguard ESG US Stock ETF 0.02% 617 $68K Add +0.3%
USMV iShares MSCI USA Min Vol Fac 0.02% 682 $64K No change
ATEC Alphatec Holdings Inc. 0.02% 5,500 $61K No change
MDY State Street SPDR S&P Midcap 0.02% 102 $58K No change
DGRO iShares Core Dividend Growth 0.02% 862 $55K No change
EMR Emerson Electric Co. 0.02% 392 $52K Add +0.3%
PPL PPL Corp. 0.02% 1,524 $52K No change
NFLX Netflix Inc. 0.02% 38 $51K No change
DGRW Wisdomtree U.S. Quality Divi 0.02% 595 $50K No change
CVX Chevron Corp. 0.01% 327 $47K Add +1.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.01% 167 $47K New
CWI State Street SPDR MSCI Acwi 0.01% 1,419 $46K Add +1.4%
ADP Automatic Data Processing 0.01% 147 $45K No change
VZ Verizon Communications Inc. 0.01% 983 $43K Add +0.1%
HODL Vaneck Bitcoin ETF 0.01% 1,324 $40K No change
MSFT Microsoft Corp. 0.01% 75 $37K No change
APD Air Products & Chemicals Inc. 0.01% 132 $37K No change
IEMG iShares Core MSCI Emerging 0.01% 572 $34K New
QUAL iShares MSCI USA Quality Fac 0.01% 185 $34K Reduce -51.7%
TSLA Tesla Inc. 0.01% 105 $33K No change
T AT&T Inc. 0.01% 950 $27K No change
WFC Wells Fargo & Co. 0.01% 308 $25K Add +0.7%
MO Altria Group Inc. 0.01% 399 $23K Add +1.8%
JNJ Johnson & Johnson 0.01% 151 $23K Add +0.7%
XOM Exxon Mobil Corp. 0.01% 201 $22K Add +1.0%
UTZ Utz Brands Inc. 0.01% 1,705 $21K Add +0.4%
QCOM Qualcomm Inc. 0.01% 131 $21K No change
PINS Pinterest Inc. Class A 0.01% 500 $18K No change
VSGX Vanguard ESG Intl Stock ETF 0.01% 269 $18K Add +1.1%
CMCSA Comcast Corp. Class A 0.01% 491 $18K No change
MDLZ Mondelez International Inc. Class A 0.01% 242 $16K Add +0.8%
GE General Electric filed as GE AEROSPACE 0.01% 63 $16K No change
MMM 3M Co. 0.00% 101 $15K No change
SCZ iShares MSCI Eafe Small-Cap 0.00% 212 $15K Add +1.4%
LYFT LYFT Inc. Class A 0.00% 962 $15K No change
HD Home Depot Inc. 0.00% 40 $15K No change
ECL Ecolab Inc. 0.00% 51 $14K No change
CTVA Corteva Inc. 0.00% 175 $13K No change
DD Dupont DE Nemours Inc. 0.00% 178 $12K Add +0.6%
CSCO Cisco Systems Inc. 0.00% 161 $11K No change
UNM Unum Group 0.00% 136 $11K Add +0.7%
KO The Coca-Cola Co. 0.00% 134 $9K Add +0.8%
DLR Digital Realty Trust Inc. 0.00% 50 $9K No change
D Dominion Energy Inc. 0.00% 148 $8K Add +1.4%
GEV GE Vernova Inc. 0.00% 15 $8K No change
NVO Novo-Nordisk A/S-Spons ADR 0.00% 115 $8K No change
ONON On Holding AG Class A filed as ON HLDG AG 0.00% 114 $6K No change
VTWO Vanguard Russell 2000 ETF 0.00% 66 $6K New
USIG iShares Broad Usd Investment 0.00% 109 $6K New
DOW Dow Inc. 0.00% 196 $5K Add +2.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.00% 38 $5K No change
ETHO Amplify Etho Climate Leaders 0.00% 66 $4K No change
RVMD Revolution Medicines Inc. 0.00% 100 $4K No change
MBB iShares MBS ETF 0.00% 36 $3K New
UPS United Parcel Service Class B 0.00% 32 $3K No change
WBD Warner Bros Discovery Inc. 0.00% 229 $3K No change
KHC The Kraft Heinz Co. 0.00% 86 $2K Add +2.4%
VOD Vodafone Group PLC-SP ADR 0.00% 187 $2K No change
SOLV Solventum Corp. 0.00% 24 $2K No change
VGIT Vanguard Intermediate-Term T 0.00% 28 $2K New
SGOV iShares 0-3 Month Treasury B 0.00% 16 $2K New
GEHC GE Healthcare Technology 0.00% 20 $1K No change
IAU iShares Gold Trust 0.00% 14 $874 New
XLK SS Technology Select Sector 0.00% 3 $760 New
PTON Peloton Interactive Inc. Class A 0.00% 100 $694 No change
VXUS Vanguard Total Intl Stock 0.00% 6 $415 No change
DOUG Douglas Elliman Inc. 0.00% 69 $161 No change
BYND Beyond Meat Inc. 0.00% 10 $35 No change

Portfolio Sells Q1 2025 → Q2 2025
BND Vanguard Total Bond Market Reduce -0.3% 17.36% −2.39
VCIT Vanguard Int-Term Corporate Reduce -0.1% 11.63% −1.41
VTEB Vanguard Tax-Exempt Bond ETF Reduce -4.5% 4.26% −0.87
SCHM Schwab US Mid Cap ETF Reduce -15.4% 1.69% −0.43
VEU Vanguard Ftse All-World Ex-U Reduce -1.7% 7.95% −0.34
VTI VG Morningstar TS MKT ETF-US Reduce -5.1% 2.85% −0.24
AAPL Apple Inc. Reduce -4.5% 0.64% −0.19
IJT iShares S&P Small-Cap 600 GR Reduce -0.3% 2.41% −0.16
VT Vanguard Tot World STK ETF Reduce -27.4% 0.36% −0.15
VWO Vanguard Ftse Emerging Marke Reduce -0.4% 3.08% −0.14
VB Vanguard Most SM-Cap ETF-Usd Reduce -1.1% 1.54% −0.12
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -1.6% 0.63% −0.06
VYM Vanguard High DVD Yield ETF Reduce -21.8% 0.05% −0.02
QUAL iShares MSCI USA Quality Fac Reduce -51.7% 0.01% −0.01
DOL Wisdomtree TR DVLP Intnl-Usd Reduce -16.9% 0.04% −0.01
OEF iShares S&P 100 ETF Sold out 0.00% −0.00

Portfolio Buys Q1 2025 → Q2 2025
IVV iShares Core S&P 500 ETF Add +78.9% 14.20% +6.04
VUG Vanguard Mrngstar GR ETF-Sui Add +4.0% 12.31% +0.93
VSS Vanguard Ftse All Wo X-US SC Add +1.5% 0.98% +0.04
ORCL Oracle Corp. Add +0.4% 0.11% +0.03
VONG Vanguard Russell 1000 Growth New 0.03% +0.03
VONV Vanguard Russell 1000 Value New 0.02% +0.02
IJR iShares Core S&P Small-Cap E Add +10.4% 1.10% +0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd New 0.01% +0.01
META Meta Platforms Inc. Class A Add +0.2% 0.13% +0.01
GS Goldman Sachs Group Inc. Add +0.4% 0.11% +0.01
IEFA iShares Core MSCI Eafe ETF Add +43.2% 0.04% +0.01
IEMG iShares Core MSCI Emerging New 0.01% +0.01
JPM JPMorgan Chase & Co. Add +0.6% 0.10% +0.00
SCHC Schwab Intl Small-Cap Equity Add +0.2% 0.05% +0.00
USIG iShares Broad Usd Investment New 0.00% +0.00
VTWO Vanguard Russell 2000 ETF New 0.00% +0.00
IBM Intl Business Machines Corp. Add +0.6% 0.03% +0.00
EMR Emerson Electric Co. Add +0.3% 0.02% +0.00
MBB iShares MBS ETF New 0.00% +0.00
PM Philip Morris International Add +0.3% 0.05% +0.00
SGOV iShares 0-3 Month Treasury B New 0.00% +0.00
VGIT Vanguard Intermediate-Term T New 0.00% +0.00
IAU iShares Gold Trust New 0.00% +0.00
XLK SS Technology Select Sector New 0.00% +0.00
SCZ iShares MSCI Eafe Small-Cap Add +1.4% 0.00% +0.00
VPL Vanguard Ftse Pacific ETF Add +0.2% 0.05% 0.00
VSGX Vanguard ESG Intl Stock ETF Add +1.1% 0.01% −0.00
WFC Wells Fargo & Co. Add +0.7% 0.01% −0.00
KHC The Kraft Heinz Co. Add +2.4% 0.00% −0.00
CWI State Street SPDR MSCI Acwi Add +1.4% 0.01% −0.00
D Dominion Energy Inc. Add +1.4% 0.00% −0.00
ESGV Vanguard ESG US Stock ETF Add +0.3% 0.02% −0.00
KO The Coca-Cola Co. Add +0.8% 0.00% −0.00
UNM Unum Group Add +0.7% 0.00% −0.00
MDLZ Mondelez International Inc. Class A Add +0.8% 0.01% −0.00
DOW Dow Inc. Add +2.1% 0.00% −0.00
DD Dupont DE Nemours Inc. Add +0.6% 0.00% −0.00
VGK Vanguard Ftse Europe ETF Add +1.4% 0.06% −0.00
MO Altria Group Inc. Add +1.8% 0.01% −0.00
JNJ Johnson & Johnson Add +0.7% 0.01% −0.00
XOM Exxon Mobil Corp. Add +1.0% 0.01% −0.00
IWV iShares Russell 3000 ETF Add +0.2% 0.06% −0.00
SCHE Schwab Emrg Mrkts Eqty ETF Add +0.1% 0.05% −0.00
UTZ Utz Brands Inc. Add +0.4% 0.01% −0.00
VXF Vanguard Extended Market ETF Add +0.0% 0.16% −0.00
VZ Verizon Communications Inc. Add +0.1% 0.01% −0.00
DFAS Dimensional US Small Cap ETF Add +0.1% 0.05% −0.00
IWO iShares Russell 2000 Growth Add +0.1% 0.22% −0.00
CVX Chevron Corp. Add +1.2% 0.01% −0.00
DE Deere & Co. Add +0.3% 0.10% −0.00

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