Newton One Investments LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 10, 2025), Newton One Investments LLC reported 120 stock positions worth $337.7 million. Its top holding was Vanguard Total Bond Market (BND) at 16.7% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 15.6%) and Vanguard Mrngstar GR ETF-Sui (VUG, 12.5%). Compared with Q2 2025, it sold out of 8, added to 55 and reduced 23. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +8%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −48%).

Most Recent 13F
Q2 2026
Location
NEWARK, DE
CIK
0001842787
Portfolio Value
$337.7M (Q3 2025)
SEC Filing
0001842787-25-000009 ↗ filed Oct 10, 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 Q2 2025 Q3 2025: $337.7M $337.7M Q3 2025 Q4 2025: $339.0M Q4 2025 Q1 2026: $368.5M Q1 2026 Q2 2026: $397.1M Q2 2026

Holdings 120 stocks · $337.7M
BND Vanguard Total Bond Market 16.66% 756,648 $56.3M Add +1.0%
IVV iShares Core S&P 500 ETF 15.60% 78,700 $52.7M Add +8.3%
VUG Vanguard Mrngstar GR ETF-Sui 12.53% 88,228 $42.3M Reduce -1.1%
VCIT Vanguard Int-Term Corporate 11.20% 449,638 $37.8M Add +0.9%
VEU Vanguard Ftse All-World Ex-U 7.88% 372,909 $26.6M Reduce -0.8%
IJH iShares Core S&P Midcap ETF 5.80% 300,235 $19.6M Add +0.5%
VTEB Vanguard Tax-Exempt Bond ETF 4.19% 282,764 $14.2M Add +2.4%
VWO Vanguard Ftse Emerging Marke 3.15% 196,289 $10.6M Reduce -0.9%
IWD iShares Russell 1000 Value E 3.11% 51,664 $10.5M Add +0.2%
VTI VG Morningstar TS MKT ETF-US 2.76% 28,429 $9.3M Reduce -4.5%
IJT iShares S&P Small-Cap 600 GR 2.42% 57,783 $8.2M Add +0.5%
IXUS iShares Core Intl Stock ETF 2.40% 98,100 $8.1M Reduce -1.8%
SCHM Schwab US Mid Cap ETF 1.69% 192,120 $5.7M Add +0.4%
VB Vanguard Most SM-Cap ETF-Usd 1.56% 20,686 $5.3M Reduce -0.1%
VTV Vanguard Mrngstr Val ETF-Aui 1.42% 25,744 $4.8M Add +1.6%
IJR iShares Core S&P Small-Cap E 1.12% 31,768 $3.8M Reduce -0.7%
VSS Vanguard Ftse All Wo X-US SC 0.97% 22,901 $3.3M Reduce -1.6%
AAPL Apple Inc. 0.75% 9,974 $2.5M Add +0.1%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.63% 10,221 $2.1M Add +0.2%
VT Vanguard Tot World STK ETF 0.34% 8,438 $1.2M Reduce -4.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.31% 1,547 $1.0M Reduce -47.8%
IWO iShares Russell 2000 Growth 0.23% 2,468 $790K Reduce -0.7%
IJS iShares S&P Small-Cap 600 Va 0.20% 6,118 $677K Add +0.5%
VXF Vanguard Extended Market ETF 0.16% 2,590 $542K Add +0.1%
IWF iShares Russell 1000 Growth 0.15% 1,087 $509K No change
CEG Constellation Energy 0.15% 1,525 $502K No change
AON Aon PLC Class A 0.14% 1,335 $476K No change
IVW iShares S&P 500 Growth ETF 0.13% 3,697 $446K Reduce -10.6%
ORCL Oracle Corp. 0.13% 1,550 $436K Add +0.2%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.13% 1,400 $431K Reduce -2.6%
GS Goldman Sachs Group Inc. 0.12% 507 $404K Add +0.6%
META Meta Platforms Inc. Class A 0.12% 548 $403K No change
DFUV Dimensional US Marketwide Va 0.11% 8,391 $375K Add +0.4%
IVE iShares S&P 500 Value ETF 0.11% 1,752 $362K No change
JPM JPMorgan Chase & Co. 0.10% 1,081 $341K Add +0.5%
MCD McDonald's Corp. 0.09% 1,052 $320K Add +0.6%
DE Deere & Co. 0.09% 647 $296K Add +0.3%
AMZN Amazon.com Inc. 0.08% 1,280 $281K No change
IWV iShares Russell 3000 ETF 0.07% 585 $222K Add +0.3%
UNH Unitedhealth Group Inc. 0.06% 618 $213K Add +0.7%
VGK Vanguard Ftse Europe ETF 0.06% 2,615 $209K Add +0.3%
EXC Exelon Corp. 0.06% 4,578 $206K No change
VPL Vanguard Ftse Pacific ETF 0.05% 2,074 $182K Add +0.7%
VYM Vanguard High DVD Yield ETF 0.05% 1,288 $182K No change
DFAS Dimensional US Small Cap ETF 0.05% 2,313 $158K Add +0.1%
PM Philip Morris International 0.04% 857 $139K Add +0.2%
VIG Vanguard Dividend Apprec ETF 0.04% 630 $136K Add +0.5%
PG The Procter & Gamble Co. 0.04% 882 $136K Add +0.7%
IEFA iShares Core MSCI Eafe ETF 0.04% 1,389 $121K Reduce -14.4%
DOL Wisdomtree TR DVLP Intnl-Usd 0.03% 1,853 $115K Reduce -4.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 354 $100K Add +0.8%
IYW iShares Ustechnology ETF 0.03% 478 $94K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.03% 2,688 $90K Reduce -44.8%
PEP Pepsico Inc. 0.03% 627 $88K Add +1.0%
SCHC Schwab Intl Small-Cap Equity 0.02% 1,835 $84K Reduce -51.7%
ATEC Alphatec Holdings Inc. 0.02% 5,500 $80K No change
IWM iShares Russell 2000 ETF 0.02% 328 $79K Add +0.3%
VONG Vanguard Russell 1000 Growth 0.02% 655 $79K Reduce -12.6%
ESGV Vanguard ESG US Stock ETF 0.02% 617 $73K No change
VONV Vanguard Russell 1000 Value 0.02% 799 $71K Reduce -3.9%
MDY State Street SPDR S&P Midcap 0.02% 102 $61K No change
BRK.B Berkshire Hathaway Inc. Class B 0.02% 117 $59K Reduce -46.1%
DGRO iShares Core Dividend Growth 0.02% 862 $59K No change
USMV iShares MSCI USA Min Vol Fac 0.02% 606 $58K Reduce -11.1%
PPL PPL Corp. 0.02% 1,524 $57K No change
DGRW Wisdomtree U.S. Quality Divi 0.02% 595 $53K No change
EMR Emerson Electric Co. 0.02% 394 $52K Add +0.5%
CVX Chevron Corp. 0.02% 331 $51K Add +1.2%
CWI State Street SPDR MSCI Acwi 0.01% 1,419 $50K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.01% 167 $49K No change
HODL Vaneck Bitcoin ETF 0.01% 1,507 $49K Add +13.8%
GOOGL Alphabet Inc. Class A 0.01% 200 $49K Reduce -50.1%
NFLX Netflix Inc. 0.01% 38 $46K No change
ADP Automatic Data Processing 0.01% 148 $43K Add +0.7%
VZ Verizon Communications Inc. 0.01% 984 $43K Add +0.1%
MSFT Microsoft Corp. 0.01% 75 $39K No change
IEMG iShares Core MSCI Emerging 0.01% 572 $38K No change
APD Air Products & Chemicals Inc. 0.01% 133 $36K Add +0.8%
JNJ Johnson & Johnson 0.01% 152 $28K Add +0.7%
T AT&T Inc. 0.01% 950 $27K No change
MO Altria Group Inc. 0.01% 406 $27K Add +1.8%
WFC Wells Fargo & Co. 0.01% 310 $26K Add +0.7%
XOM Exxon Mobil Corp. 0.01% 203 $23K Add +1.0%
QCOM Qualcomm Inc. 0.01% 132 $22K Add +0.8%
LYFT LYFT Inc. Class A 0.01% 962 $21K No change
UTZ Utz Brands Inc. 0.01% 1,713 $21K Add +0.5%
GE General Electric filed as GE AEROSPACE 0.01% 63 $19K No change
VSGX Vanguard ESG Intl Stock ETF 0.01% 271 $19K Add +0.7%
HD Home Depot Inc. 0.00% 40 $16K No change
SCZ iShares MSCI Eafe Small-Cap 0.00% 212 $16K No change
PINS Pinterest Inc. Class A 0.00% 500 $16K No change
MMM 3M Co. 0.00% 102 $16K Add +1.0%
CMCSA Comcast Corp. Class A 0.00% 491 $15K No change
MDLZ Mondelez International Inc. Class A 0.00% 243 $15K Add +0.4%
ECL Ecolab Inc. 0.00% 51 $14K No change
DD Dupont DE Nemours Inc. 0.00% 179 $14K Add +0.6%
TSLA Tesla Inc. 0.00% 30 $13K Reduce -71.4%
CTVA Corteva Inc. 0.00% 176 $12K Add +0.6%
CSCO Cisco Systems Inc. 0.00% 161 $11K No change
UNM Unum Group 0.00% 137 $11K Add +0.7%
GEV GE Vernova Inc. 0.00% 15 $9K No change
D Dominion Energy Inc. 0.00% 150 $9K Add +1.4%
KO The Coca-Cola Co. 0.00% 135 $9K Add +0.8%
DLR Digital Realty Trust Inc. 0.00% 51 $9K Add +2.0%
NVO Novo-Nordisk A/S-Spons ADR 0.00% 115 $6K No change
ONON On Holding AG Class A filed as ON HLDG AG 0.00% 114 $5K No change
RVMD Revolution Medicines Inc. 0.00% 100 $5K No change
DOW Dow Inc. 0.00% 199 $5K Add +1.5%
WBD Warner Bros Discovery Inc. 0.00% 229 $4K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.00% 39 $4K Add +2.6%
ETHO Amplify Etho Climate Leaders 0.00% 66 $4K No change
UPS United Parcel Service Class B 0.00% 33 $3K Add +3.1%
KHC The Kraft Heinz Co. 0.00% 87 $2K Add +1.2%
VOD Vodafone Group PLC-SP ADR 0.00% 187 $2K No change
SOLV Solventum Corp. 0.00% 24 $2K No change
GEHC GE Healthcare Technology 0.00% 20 $2K No change
PTON Peloton Interactive Inc. Class A 0.00% 100 $900 No change
VXUS Vanguard Total Intl Stock 0.00% 6 $441 No change
DOUG Douglas Elliman Inc. 0.00% 69 $198 No change
BYND Beyond Meat Inc. 0.00% 10 $19 No change

Portfolio Sells Q2 2025 → Q3 2025
SPY SS SPDR S&P 500 ETF Trust-US Reduce -47.8% 0.31% −0.27
VTI VG Morningstar TS MKT ETF-US Reduce -4.5% 2.76% −0.08
VEU Vanguard Ftse All-World Ex-U Reduce -0.8% 7.88% −0.07
IXUS iShares Core Intl Stock ETF Reduce -1.8% 2.40% −0.03
SCHC Schwab Intl Small-Cap Equity Reduce -51.7% 0.02% −0.03
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -44.8% 0.03% −0.02
VSS Vanguard Ftse All Wo X-US SC Reduce -1.6% 0.97% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -46.1% 0.02% −0.02
IVW iShares S&P 500 Growth ETF Reduce -10.6% 0.13% −0.01
VT Vanguard Tot World STK ETF Reduce -4.0% 0.34% −0.01
QUAL iShares MSCI USA Quality Fac Sold out 0.00% −0.01
GOOGL Alphabet Inc. Class A Reduce -50.1% 0.01% −0.01
IEFA iShares Core MSCI Eafe ETF Reduce -14.4% 0.04% −0.01
TSLA Tesla Inc. Reduce -71.4% 0.00% −0.01
USMV iShares MSCI USA Min Vol Fac Reduce -11.1% 0.02% −0.00
VONG Vanguard Russell 1000 Growth Reduce -12.6% 0.02% −0.00
DOL Wisdomtree TR DVLP Intnl-Usd Reduce -4.8% 0.03% −0.00
USIG iShares Broad Usd Investment Sold out 0.00% −0.00
VTWO Vanguard Russell 2000 ETF Sold out 0.00% −0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -2.6% 0.13% −0.00
MBB iShares MBS ETF Sold out 0.00% −0.00
VONV Vanguard Russell 1000 Value Reduce -3.9% 0.02% −0.00
SGOV iShares 0-3 Month Treasury B Sold out 0.00% −0.00
VGIT Vanguard Intermediate-Term T Sold out 0.00% −0.00
IAU iShares Gold Trust Sold out 0.00% −0.00
XLK SS Technology Select Sector Sold out 0.00% −0.00
IWO iShares Russell 2000 Growth Reduce -0.7% 0.23% +0.01
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.1% 1.56% +0.01
IJR iShares Core S&P Small-Cap E Reduce -0.7% 1.12% +0.02
VWO Vanguard Ftse Emerging Marke Reduce -0.9% 3.15% +0.07
VUG Vanguard Mrngstar GR ETF-Sui Reduce -1.1% 12.53% +0.22

Portfolio Buys Q2 2025 → Q3 2025
IVV iShares Core S&P 500 ETF Add +8.3% 15.60% +1.39
AAPL Apple Inc. Add +0.1% 0.75% +0.11
ORCL Oracle Corp. Add +0.2% 0.13% +0.02
IJT iShares S&P Small-Cap 600 GR Add +0.5% 2.42% +0.02
VTV Vanguard Mrngstr Val ETF-Aui Add +1.6% 1.42% +0.01
IJS iShares S&P Small-Cap 600 Va Add +0.5% 0.20% +0.01
GS Goldman Sachs Group Inc. Add +0.6% 0.12% +0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.2% 0.63% +0.01
VXF Vanguard Extended Market ETF Add +0.1% 0.16% +0.00
UNH Unitedhealth Group Inc. Add +0.7% 0.06% +0.00
JPM JPMorgan Chase & Co. Add +0.5% 0.10% +0.00
HODL Vaneck Bitcoin ETF Add +13.8% 0.01% +0.00
IWM iShares Russell 2000 ETF Add +0.3% 0.02% +0.00
IWV iShares Russell 3000 ETF Add +0.3% 0.07% +0.00
JNJ Johnson & Johnson Add +0.7% 0.01% +0.00
VPL Vanguard Ftse Pacific ETF Add +0.7% 0.05% +0.00
MO Altria Group Inc. Add +1.8% 0.01% +0.00
DFAS Dimensional US Small Cap ETF Add +0.1% 0.05% +0.00
CVX Chevron Corp. Add +1.2% 0.02% +0.00
DD Dupont DE Nemours Inc. Add +0.6% 0.00% +0.00
PEP Pepsico Inc. Add +1.0% 0.03% +0.00
D Dominion Energy Inc. Add +1.4% 0.00% +0.00
XOM Exxon Mobil Corp. Add +1.0% 0.01% 0.00
KHC The Kraft Heinz Co. Add +1.2% 0.00% 0.00
VSGX Vanguard ESG Intl Stock ETF Add +0.7% 0.01% 0.00
DFUV Dimensional US Marketwide Va Add +0.4% 0.11% −0.00
QCOM Qualcomm Inc. Add +0.8% 0.01% −0.00
VIG Vanguard Dividend Apprec ETF Add +0.5% 0.04% −0.00
WFC Wells Fargo & Co. Add +0.7% 0.01% −0.00
DLR Digital Realty Trust Inc. Add +2.0% 0.00% −0.00
DIS The Walt Disney Co. Add +2.6% 0.00% −0.00
MMM 3M Co. Add +1.0% 0.00% −0.00
UPS United Parcel Service Class B Add +3.1% 0.00% −0.00
KO The Coca-Cola Co. Add +0.8% 0.00% −0.00
DOW Dow Inc. Add +1.5% 0.00% −0.00
UNM Unum Group Add +0.7% 0.00% −0.00
CTVA Corteva Inc. Add +0.6% 0.00% −0.00
MDLZ Mondelez International Inc. Class A Add +0.4% 0.00% −0.00
UTZ Utz Brands Inc. Add +0.5% 0.01% −0.00
VZ Verizon Communications Inc. Add +0.1% 0.01% −0.00
APD Air Products & Chemicals Inc. Add +0.8% 0.01% −0.00
EMR Emerson Electric Co. Add +0.5% 0.02% −0.00
ADP Automatic Data Processing Add +0.7% 0.01% −0.00
MCD McDonald's Corp. Add +0.6% 0.09% −0.00
VGK Vanguard Ftse Europe ETF Add +0.3% 0.06% −0.00
SCHM Schwab US Mid Cap ETF Add +0.4% 1.69% −0.00
IBM Intl Business Machines Corp. Add +0.8% 0.03% −0.00
PG The Procter & Gamble Co. Add +0.7% 0.04% −0.00
PM Philip Morris International Add +0.2% 0.04% −0.01
DE Deere & Co. Add +0.3% 0.09% −0.02

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