Newton One Investments LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Newton One Investments LLC reported 120 stock positions worth $339.0 million. Its top holding was Vanguard Total Bond Market (BND) at 16.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 15.5%) and Vanguard Mrngstar GR ETF-Sui (VUG, 12.3%). Compared with Q3 2025, it opened 1 new position, sold out of 1, added to 52 and reduced 18. The biggest buy was Vanguard Tax-Exempt Bond ETF (VTEB, shares +2%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −3%).

Most Recent 13F
Q2 2026
Location
NEWARK, DE
CIK
0001842787
Portfolio Value
$339.0M (Q4 2025)
SEC Filing
0001842787-26-000001 ↗ filed Jan 23, 2026

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 Q3 2025 Q4 2025: $339.0M $339.0M Q4 2025 Q1 2026: $368.5M Q1 2026 Q2 2026: $397.1M Q2 2026

Holdings 120 stocks · $339.0M
BND Vanguard Total Bond Market 16.60% 759,888 $56.3M Add +0.4%
IVV iShares Core S&P 500 ETF 15.45% 76,492 $52.4M Reduce -2.8%
VUG Vanguard Mrngstar GR ETF-Sui 12.33% 85,702 $41.8M Reduce -2.9%
VCIT Vanguard Int-Term Corporate 11.16% 451,628 $37.8M Add +0.4%
VEU Vanguard Ftse All-World Ex-U 7.96% 366,632 $27.0M Reduce -1.7%
IJH iShares Core S&P Midcap ETF 5.79% 297,156 $19.6M Reduce -1.0%
VTEB Vanguard Tax-Exempt Bond ETF 4.28% 288,485 $14.5M Add +2.0%
IWD iShares Russell 1000 Value E 3.20% 51,527 $10.8M Reduce -0.3%
VWO Vanguard Ftse Emerging Marke 3.09% 194,691 $10.5M Reduce -0.8%
VTI VG Morningstar TS MKT ETF-US 2.73% 27,621 $9.3M Reduce -2.8%
IXUS iShares Core Intl Stock ETF 2.48% 99,217 $8.4M Add +1.1%
IJT iShares S&P Small-Cap 600 GR 2.35% 56,548 $8.0M Reduce -2.1%
SCHM Schwab US Mid Cap ETF 1.71% 193,068 $5.8M Add +0.5%
VB Vanguard Most SM-Cap ETF-Usd 1.60% 21,010 $5.4M Add +1.6%
VTV Vanguard Mrngstr Val ETF-Aui 1.49% 26,402 $5.0M Add +2.6%
IJR iShares Core S&P Small-Cap E 1.15% 32,461 $3.9M Add +2.2%
VSS Vanguard Ftse All Wo X-US SC 0.99% 23,504 $3.4M Add +2.6%
AAPL Apple Inc. 0.82% 10,194 $2.8M Add +2.2%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.64% 10,255 $2.2M Add +0.3%
VT Vanguard Tot World STK ETF 0.35% 8,438 $1.2M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.30% 1,488 $1.0M Reduce -3.8%
IWO iShares Russell 2000 Growth 0.23% 2,380 $769K Reduce -3.6%
IJS iShares S&P Small-Cap 600 Va 0.21% 6,147 $699K Add +0.5%
CEG Constellation Energy 0.16% 1,525 $539K No change
VXF Vanguard Extended Market ETF 0.16% 2,572 $538K Reduce -0.7%
IWF iShares Russell 1000 Growth 0.15% 1,075 $509K Reduce -1.1%
AON Aon PLC Class A 0.14% 1,335 $471K No change
IVW iShares S&P 500 Growth ETF 0.13% 3,697 $456K No change
GS Goldman Sachs Group Inc. 0.13% 509 $448K Add +0.4%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.12% 1,324 $417K Reduce -5.4%
DFUV Dimensional US Marketwide Va 0.12% 8,419 $392K Add +0.3%
IVE iShares S&P 500 Value ETF 0.11% 1,752 $372K No change
META Meta Platforms Inc. Class A 0.11% 549 $362K Add +0.2%
JPM JPMorgan Chase & Co. 0.10% 1,086 $350K Add +0.5%
MCD McDonald's Corp. 0.10% 1,059 $324K Add +0.7%
ORCL Oracle Corp. 0.09% 1,553 $303K Add +0.2%
DE Deere & Co. 0.09% 650 $302K Add +0.5%
AMZN Amazon.com Inc. 0.09% 1,280 $295K No change
IWV iShares Russell 3000 ETF 0.07% 586 $227K Add +0.2%
VGK Vanguard Ftse Europe ETF 0.07% 2,639 $221K Add +0.9%
UNH Unitedhealth Group Inc. 0.06% 622 $205K Add +0.7%
EXC Exelon Corp. 0.06% 4,578 $200K No change
VPL Vanguard Ftse Pacific ETF 0.06% 2,130 $193K Add +2.7%
NVDA Nvidia Corp. 0.06% 1,000 $187K New
VYM Vanguard High DVD Yield ETF 0.05% 1,288 $185K No change
DFAS Dimensional US Small Cap ETF 0.05% 2,317 $161K Add +0.2%
VIG Vanguard Dividend Apprec ETF 0.04% 635 $140K Add +0.8%
PM Philip Morris International 0.04% 860 $138K Add +0.3%
PG The Procter & Gamble Co. 0.04% 888 $127K Add +0.7%
DOL Wisdomtree TR DVLP Intnl-Usd 0.04% 1,853 $122K No change
IEFA iShares Core MSCI Eafe ETF 0.04% 1,333 $119K Reduce -4.0%
ATEC Alphatec Holdings Inc. 0.03% 5,500 $116K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 356 $105K Add +0.6%
IYW iShares Ustechnology ETF 0.03% 478 $96K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.03% 2,764 $91K Add +2.8%
PEP Pepsico Inc. 0.03% 627 $90K No change
SCHC Schwab Intl Small-Cap Equity 0.03% 1,899 $86K Add +3.5%
IWM iShares Russell 2000 ETF 0.02% 329 $81K Add +0.3%
VONG Vanguard Russell 1000 Growth 0.02% 631 $77K Reduce -3.7%
ESGV Vanguard ESG US Stock ETF 0.02% 618 $75K Add +0.2%
VONV Vanguard Russell 1000 Value 0.02% 799 $74K No change
GOOGL Alphabet Inc. Class A 0.02% 200 $63K No change
MDY State Street SPDR S&P Midcap 0.02% 102 $62K No change
DGRO iShares Core Dividend Growth 0.02% 862 $60K No change
BRK.B Berkshire Hathaway Inc. Class B 0.02% 117 $59K No change
PPL PPL Corp. 0.02% 1,524 $53K No change
DGRW Wisdomtree U.S. Quality Divi 0.02% 595 $53K No change
EMR Emerson Electric Co. 0.02% 395 $52K Add +0.3%
CWI State Street SPDR MSCI Acwi 0.02% 1,444 $52K Add +1.8%
CVX Chevron Corp. 0.01% 335 $51K Add +1.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.01% 167 $48K No change
HODL Vaneck Bitcoin ETF 0.01% 1,842 $46K Add +22.2%
VZ Verizon Communications Inc. 0.01% 986 $40K Add +0.2%
ADP Automatic Data Processing 0.01% 148 $38K No change
MSFT Microsoft Corp. 0.01% 75 $36K No change
NFLX Netflix Inc. 0.01% 380 $36K No change
USMV iShares MSCI USA Min Vol Fac 0.01% 368 $35K Reduce -39.3%
IEMG iShares Core MSCI Emerging 0.01% 497 $33K Reduce -13.1%
APD Air Products & Chemicals Inc. 0.01% 134 $33K Add +0.8%
JNJ Johnson & Johnson 0.01% 153 $32K Add +0.7%
WFC Wells Fargo & Co. 0.01% 311 $29K Add +0.3%
XOM Exxon Mobil Corp. 0.01% 204 $25K Add +0.5%
MO Altria Group Inc. 0.01% 412 $24K Add +1.5%
T AT&T Inc. 0.01% 950 $24K No change
QCOM Qualcomm Inc. 0.01% 133 $23K Add +0.8%
GE General Electric filed as GE AEROSPACE 0.01% 63 $19K No change
VSGX Vanguard ESG Intl Stock ETF 0.01% 268 $19K Reduce -1.1%
LYFT LYFT Inc. Class A 0.01% 962 $19K No change
UTZ Utz Brands Inc. 0.01% 1,721 $18K Add +0.5%
SCZ iShares MSCI Eafe Small-Cap 0.00% 216 $17K Add +1.9%
MMM 3M Co. 0.00% 102 $16K No change
CMCSA Comcast Corp. Class A 0.00% 491 $15K No change
HD Home Depot Inc. 0.00% 40 $14K No change
ECL Ecolab Inc. 0.00% 51 $14K No change
TSLA Tesla Inc. 0.00% 30 $13K No change
MDLZ Mondelez International Inc. Class A 0.00% 245 $13K Add +0.8%
PINS Pinterest Inc. Class A 0.00% 500 $13K No change
CSCO Cisco Systems Inc. 0.00% 161 $12K No change
CTVA Corteva Inc. 0.00% 176 $12K No change
UNM Unum Group 0.00% 138 $11K Add +0.7%

Show all 120 holdings

Portfolio Sells Q3 2025 → Q4 2025
VUG Vanguard Mrngstar GR ETF-Sui Reduce -2.9% 12.33% −0.20
IVV iShares Core S&P 500 ETF Reduce -2.8% 15.45% −0.14
IJT iShares S&P Small-Cap 600 GR Reduce -2.1% 2.35% −0.07
VWO Vanguard Ftse Emerging Marke Reduce -0.8% 3.09% −0.06
VTI VG Morningstar TS MKT ETF-US Reduce -2.8% 2.73% −0.03
IJH iShares Core S&P Midcap ETF Reduce -1.0% 5.79% −0.02
IWO iShares Russell 2000 Growth Reduce -3.6% 0.23% −0.01
USMV iShares MSCI USA Min Vol Fac Reduce -39.3% 0.01% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -3.8% 0.30% −0.01
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -5.4% 0.12% −0.00
VXF Vanguard Extended Market ETF Reduce -0.7% 0.16% −0.00
IEMG iShares Core MSCI Emerging Reduce -13.1% 0.01% −0.00
IWF iShares Russell 1000 Growth Reduce -1.1% 0.15% −0.00
IEFA iShares Core MSCI Eafe ETF Reduce -4.0% 0.04% −0.00
VONG Vanguard Russell 1000 Growth Reduce -3.7% 0.02% −0.00
VXUS Vanguard Total Intl Stock Sold out 0.00% −0.00
VSGX Vanguard ESG Intl Stock ETF Reduce -1.1% 0.01% +0.00
VEU Vanguard Ftse All-World Ex-U Reduce -1.7% 7.96% +0.07
IWD iShares Russell 1000 Value E Reduce -0.3% 3.20% +0.08

Portfolio Buys Q3 2025 → Q4 2025
VTEB Vanguard Tax-Exempt Bond ETF Add +2.0% 4.28% +0.09
IXUS iShares Core Intl Stock ETF Add +1.1% 2.48% +0.08
VTV Vanguard Mrngstr Val ETF-Aui Add +2.6% 1.49% +0.07
AAPL Apple Inc. Add +2.2% 0.82% +0.07
NVDA Nvidia Corp. New 0.06% +0.06
VB Vanguard Most SM-Cap ETF-Usd Add +1.6% 1.60% +0.04
IJR iShares Core S&P Small-Cap E Add +2.2% 1.15% +0.03
VSS Vanguard Ftse All Wo X-US SC Add +2.6% 0.99% +0.03
SCHM Schwab US Mid Cap ETF Add +0.5% 1.71% +0.03
GS Goldman Sachs Group Inc. Add +0.4% 0.13% +0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.3% 0.64% +0.01
IJS iShares S&P Small-Cap 600 Va Add +0.5% 0.21% +0.01
DFUV Dimensional US Marketwide Va Add +0.3% 0.12% +0.00
VGK Vanguard Ftse Europe ETF Add +0.9% 0.07% +0.00
VPL Vanguard Ftse Pacific ETF Add +2.7% 0.06% +0.00
JPM JPMorgan Chase & Co. Add +0.5% 0.10% +0.00
DE Deere & Co. Add +0.5% 0.09% +0.00
IBM Intl Business Machines Corp. Add +0.6% 0.03% +0.00
IWV iShares Russell 3000 ETF Add +0.2% 0.07% +0.00
JNJ Johnson & Johnson Add +0.7% 0.01% +0.00
VIG Vanguard Dividend Apprec ETF Add +0.8% 0.04% +0.00
WFC Wells Fargo & Co. Add +0.3% 0.01% +0.00
SCHC Schwab Intl Small-Cap Equity Add +3.5% 0.03% +0.00
DFAS Dimensional US Small Cap ETF Add +0.2% 0.05% +0.00
MCD McDonald's Corp. Add +0.7% 0.10% +0.00
CWI State Street SPDR MSCI Acwi Add +1.8% 0.02% +0.00
XOM Exxon Mobil Corp. Add +0.5% 0.01% +0.00
IWM iShares Russell 2000 ETF Add +0.3% 0.02% +0.00
ESGV Vanguard ESG US Stock ETF Add +0.2% 0.02% +0.00
KO The Coca-Cola Co. Add +1.5% 0.00% +0.00
EMR Emerson Electric Co. Add +0.3% 0.02% +0.00
QCOM Qualcomm Inc. Add +0.8% 0.01% +0.00
SCZ iShares MSCI Eafe Small-Cap Add +1.9% 0.00% +0.00
SCHE Schwab Emrg Mrkts Eqty ETF Add +2.8% 0.03% +0.00
DOW Dow Inc. Add +1.5% 0.00% 0.00
KHC The Kraft Heinz Co. Add +1.1% 0.00% 0.00
UNM Unum Group Add +0.7% 0.00% 0.00
D Dominion Energy Inc. Add +1.3% 0.00% −0.00
CVX Chevron Corp. Add +1.2% 0.01% −0.00
PM Philip Morris International Add +0.3% 0.04% −0.00
MDLZ Mondelez International Inc. Class A Add +0.8% 0.00% −0.00
MO Altria Group Inc. Add +1.5% 0.01% −0.00
UTZ Utz Brands Inc. Add +0.5% 0.01% −0.00
APD Air Products & Chemicals Inc. Add +0.8% 0.01% −0.00
HODL Vaneck Bitcoin ETF Add +22.2% 0.01% −0.00
VZ Verizon Communications Inc. Add +0.2% 0.01% −0.00
DD Dupont DE Nemours Inc. Add +0.6% 0.00% −0.00
PG The Procter & Gamble Co. Add +0.7% 0.04% −0.00
UNH Unitedhealth Group Inc. Add +0.7% 0.06% −0.00
META Meta Platforms Inc. Class A Add +0.2% 0.11% −0.01

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