Newton One Investments LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), Newton One Investments LLC reported 121 stock positions worth $368.5 million. Its top holding was Vanguard Total Bond Market (BND) at 15.7% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 13.4%) and Vanguard Int-Term Corporate (VCIT, 10.4%). Compared with Q4 2025, it added to 48 and reduced 31. The biggest buy was Vanguard Mrngstr Val ETF-Aui (VTV, shares +458%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −1%).

Most Recent 13F
Q2 2026
Location
NEWARK, DE
CIK
0001842787
Portfolio Value
$368.5M (Q1 2026)
SEC Filing
0001842787-26-000003 ↗ filed Apr 24, 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 Q4 2025 Q1 2026: $368.5M $368.5M Q1 2026 Q2 2026: $397.1M Q2 2026

Holdings 121 stocks · $368.5M
BND Vanguard Total Bond Market 15.72% 786,765 $57.9M Add +3.5%
IVV iShares Core S&P 500 ETF 13.36% 75,371 $49.2M Reduce -1.5%
VCIT Vanguard Int-Term Corporate 10.44% 464,730 $38.5M Add +2.9%
VUG Vanguard Mrngstar GR ETF-Sui 10.25% 86,461 $37.8M Add +0.9%
VTV Vanguard Mrngstr Val ETF-Aui 7.85% 147,393 $28.9M Add +458.3%
VEU Vanguard Ftse All-World Ex-U 6.73% 330,131 $24.8M Reduce -10.0%
IJH iShares Core S&P Midcap ETF 5.50% 299,955 $20.3M Add +0.9%
IJR iShares Core S&P Small-Cap E 4.59% 136,144 $16.9M Add +319.4%
VTEB Vanguard Tax-Exempt Bond ETF 4.10% 302,477 $15.1M Add +4.8%
IWD iShares Russell 1000 Value E 2.94% 50,706 $10.8M Reduce -1.6%
VWO Vanguard Ftse Emerging Marke 2.69% 183,337 $9.9M Reduce -5.8%
VSS Vanguard Ftse All Wo X-US SC 2.66% 67,197 $9.8M Add +185.9%
VTI VG Morningstar TS MKT ETF-US 2.47% 28,336 $9.1M Add +2.6%
IXUS iShares Core Intl Stock ETF 2.25% 95,556 $8.3M Reduce -3.7%
SCHM Schwab US Mid Cap ETF 1.60% 190,885 $5.9M Reduce -1.1%
VB Vanguard Most SM-Cap ETF-Usd 1.49% 21,005 $5.5M Reduce -0.0%
AAPL Apple Inc. 0.70% 10,203 $2.6M Add +0.1%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.60% 10,151 $2.2M Reduce -1.0%
IJT iShares S&P Small-Cap 600 GR 0.46% 11,614 $1.7M Reduce -79.5%
VT Vanguard Tot World STK ETF 0.27% 7,261 $1.0M Reduce -13.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.26% 1,492 $971K Add +0.3%
IJS iShares S&P Small-Cap 600 Va 0.25% 7,682 $910K Add +25.0%
IWO iShares Russell 2000 Growth 0.20% 2,302 $722K Reduce -3.3%
VXF Vanguard Extended Market ETF 0.14% 2,574 $530K Add +0.1%
IWF iShares Russell 1000 Growth 0.12% 1,061 $453K Reduce -1.3%
GS Goldman Sachs Group Inc. 0.12% 512 $433K Add +0.6%
AON Aon PLC Class A 0.12% 1,338 $432K Add +0.2%
CEG Constellation Energy 0.12% 1,525 $426K No change
IVW iShares S&P 500 Growth ETF 0.11% 3,697 $418K No change
DFUV Dimensional US Marketwide Va 0.11% 8,449 $409K Add +0.4%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.10% 1,288 $385K Reduce -2.7%
DE Deere & Co. 0.10% 651 $367K Add +0.1%
IVE iShares S&P 500 Value ETF 0.10% 1,735 $366K Reduce -1.0%
MCD McDonald's Corp. 0.09% 1,065 $331K Add +0.6%
JPM JPMorgan Chase & Co. 0.09% 1,091 $321K Add +0.5%
META Meta Platforms Inc. Class A 0.09% 549 $314K No change
AMZN Amazon.com Inc. 0.07% 1,280 $267K No change
ORCL Oracle Corp. 0.06% 1,557 $229K Add +0.3%
EXC Exelon Corp. 0.06% 4,578 $224K No change
VGK Vanguard Ftse Europe ETF 0.05% 2,293 $189K Reduce -13.1%
VPL Vanguard Ftse Pacific ETF 0.05% 1,903 $186K Reduce -10.7%
IWV iShares Russell 3000 ETF 0.05% 473 $175K Reduce -19.3%
NVDA Nvidia Corp. 0.05% 1,000 $174K No change
UNH Unitedhealth Group Inc. 0.05% 626 $170K Add +0.6%
DFAS Dimensional US Small Cap ETF 0.04% 2,319 $165K Add +0.1%
PM Philip Morris International 0.04% 863 $143K Add +0.3%
VIG Vanguard Dividend Apprec ETF 0.04% 637 $137K Add +0.3%
PG The Procter & Gamble Co. 0.04% 894 $129K Add +0.7%
VYM Vanguard High DVD Yield ETF 0.03% 846 $125K Reduce -34.3%
PEP Pepsico Inc. 0.03% 639 $99K Add +1.9%
SCHE Schwab Emrg Mrkts Eqty ETF 0.02% 2,764 $91K No change
SCHC Schwab Intl Small-Cap Equity 0.02% 1,899 $89K No change
IYW iShares Ustechnology ETF 0.02% 479 $87K Add +0.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.02% 358 $87K Add +0.6%
IEFA iShares Core MSCI Eafe ETF 0.02% 931 $84K Reduce -30.2%
IWM iShares Russell 2000 ETF 0.02% 317 $79K Reduce -3.6%
VONV Vanguard Russell 1000 Value 0.02% 754 $71K Reduce -5.6%
CVX Chevron Corp. 0.02% 338 $70K Add +0.9%
VONG Vanguard Russell 1000 Growth 0.02% 630 $69K Reduce -0.2%
MDY State Street SPDR S&P Midcap 0.02% 102 $63K No change
DGRO iShares Core Dividend Growth 0.02% 862 $61K No change
ATEC Alphatec Holdings Inc. 0.02% 5,500 $60K No change
ESGV Vanguard ESG US Stock ETF 0.02% 520 $58K Reduce -15.9%
PPL PPL Corp. 0.02% 1,524 $58K No change
GOOGL Alphabet Inc. Class A 0.02% 200 $58K No change
BRK.B Berkshire Hathaway Inc. Class B 0.02% 117 $56K No change
DGRW Wisdomtree U.S. Quality Divi 0.01% 595 $52K No change
EMR Emerson Electric Co. 0.01% 397 $52K Add +0.5%
VZ Verizon Communications Inc. 0.01% 987 $50K Add +0.1%
CWI State Street SPDR MSCI Acwi 0.01% 1,318 $48K Reduce -8.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.01% 167 $48K No change
DOL Wisdomtree TR DVLP Intnl-Usd 0.01% 631 $43K Reduce -66.0%
APD Air Products & Chemicals Inc. 0.01% 135 $39K Add +0.8%
JNJ Johnson & Johnson 0.01% 153 $37K No change
NFLX Netflix Inc. 0.01% 380 $37K No change
XOM Exxon Mobil Corp. 0.01% 206 $35K Add +1.0%
IEMG iShares Core MSCI Emerging 0.01% 471 $33K Reduce -5.2%
USMV iShares MSCI USA Min Vol Fac 0.01% 329 $31K Reduce -10.6%
ADP Automatic Data Processing 0.01% 149 $30K Add +0.7%
MSFT Microsoft Corp. 0.01% 75 $28K No change
MO Altria Group Inc. 0.01% 420 $28K Add +1.9%
T AT&T Inc. 0.01% 950 $28K No change
WFC Wells Fargo & Co. 0.01% 313 $25K Add +0.6%
HD Home Depot Inc. 0.01% 60 $20K Add +50.0%
GE General Electric filed as GE AEROSPACE 0.00% 63 $18K No change
QCOM Qualcomm Inc. 0.00% 134 $17K Add +0.8%
MMM 3M Co. 0.00% 103 $15K Add +1.0%
CTVA Corteva Inc. 0.00% 177 $15K Add +0.6%
MDLZ Mondelez International Inc. Class A 0.00% 247 $14K Add +0.8%
VSGX Vanguard ESG Intl Stock ETF 0.00% 197 $14K Reduce -26.5%
CMCSA Comcast Corp. Class A 0.00% 491 $14K No change
ECL Ecolab Inc. 0.00% 52 $14K Add +2.0%
UTZ Utz Brands Inc. 0.00% 1,732 $14K Add +0.6%
GEV GE Vernova Inc. 0.00% 15 $13K No change
LYFT LYFT Inc. Class A 0.00% 962 $13K No change
CSCO Cisco Systems Inc. 0.00% 161 $12K No change
SCZ iShares MSCI Eafe Small-Cap 0.00% 151 $12K Reduce -30.1%
TSLA Tesla Inc. 0.00% 30 $11K No change
KO The Coca-Cola Co. 0.00% 137 $10K No change
UNM Unum Group 0.00% 139 $10K Add +0.7%
HODL Vaneck Bitcoin ETF 0.00% 518 $10K Reduce -71.9%
RVMD Revolution Medicines Inc. 0.00% 100 $10K No change
D Dominion Energy Inc. 0.00% 153 $9K Add +0.7%
DLR Digital Realty Trust Inc. 0.00% 51 $9K No change
PINS Pinterest Inc. Class A 0.00% 500 $9K No change
DOW Dow Inc. filed as DOW HLDGS INC 0.00% 203 $8K Add +0.5%
DD Dupont DE Nemours Inc. 0.00% 180 $8K No change
WBD Warner Bros Discovery Inc. 0.00% 229 $6K No change
NVO Novo-Nordisk A/S-Spons ADR 0.00% 115 $4K No change
ONON On Holding AG Class A filed as ON HLDG AG 0.00% 114 $4K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.00% 39 $4K No change
ETHO Amplify Etho Climate Leaders 0.00% 55 $4K Reduce -16.7%
UPS United Parcel Service Class B 0.00% 34 $3K Add +3.0%
VOD Vodafone Group PLC-SP ADR 0.00% 187 $3K No change
KHC The Kraft Heinz Co. 0.00% 90 $2K Add +2.3%
SOLV Solventum Corp. 0.00% 24 $2K No change
GEHC GE Healthcare Technology 0.00% 20 $1K No change
VSNT Versant Media Group Inc. 0.00% 19 $704 No change
PTON Peloton Interactive Inc. Class A 0.00% 100 $429 No change
DOUG Douglas Elliman Inc. 0.00% 69 $114 No change
BYND Beyond Meat Inc. 0.00% 10 $8 No change

Portfolio Sells Q4 2025 → Q1 2026
IVV iShares Core S&P 500 ETF Reduce -1.5% 13.36% −2.09
IJT iShares S&P Small-Cap 600 GR Reduce -79.5% 0.46% −1.90
VEU Vanguard Ftse All-World Ex-U Reduce -10.0% 6.73% −1.23
VWO Vanguard Ftse Emerging Marke Reduce -5.8% 2.69% −0.40
IWD iShares Russell 1000 Value E Reduce -1.6% 2.94% −0.26
IXUS iShares Core Intl Stock ETF Reduce -3.7% 2.25% −0.23
SCHM Schwab US Mid Cap ETF Reduce -1.1% 1.60% −0.11
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.0% 1.49% −0.11
VT Vanguard Tot World STK ETF Reduce -13.9% 0.27% −0.08
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -1.0% 0.60% −0.04
IWO iShares Russell 2000 Growth Reduce -3.3% 0.20% −0.03
IWF iShares Russell 1000 Growth Reduce -1.3% 0.12% −0.03
DOL Wisdomtree TR DVLP Intnl-Usd Reduce -66.0% 0.01% −0.02
VYM Vanguard High DVD Yield ETF Reduce -34.3% 0.03% −0.02
IWV iShares Russell 3000 ETF Reduce -19.3% 0.05% −0.02
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -2.7% 0.10% −0.02
VGK Vanguard Ftse Europe ETF Reduce -13.1% 0.05% −0.01
IEFA iShares Core MSCI Eafe ETF Reduce -30.2% 0.02% −0.01
HODL Vaneck Bitcoin ETF Reduce -71.9% 0.00% −0.01
IVE iShares S&P 500 Value ETF Reduce -1.0% 0.10% −0.01
VPL Vanguard Ftse Pacific ETF Reduce -10.7% 0.05% −0.01
ESGV Vanguard ESG US Stock ETF Reduce -15.9% 0.02% −0.01
VONG Vanguard Russell 1000 Growth Reduce -0.2% 0.02% −0.00
VONV Vanguard Russell 1000 Value Reduce -5.6% 0.02% −0.00
IWM iShares Russell 2000 ETF Reduce -3.6% 0.02% −0.00
CWI State Street SPDR MSCI Acwi Reduce -8.7% 0.01% −0.00
USMV iShares MSCI USA Min Vol Fac Reduce -10.6% 0.01% −0.00
VSGX Vanguard ESG Intl Stock ETF Reduce -26.5% 0.00% −0.00
SCZ iShares MSCI Eafe Small-Cap Reduce -30.1% 0.00% −0.00
IEMG iShares Core MSCI Emerging Reduce -5.2% 0.01% −0.00
ETHO Amplify Etho Climate Leaders Reduce -16.7% 0.00% −0.00

Portfolio Buys Q4 2025 → Q1 2026
VTV Vanguard Mrngstr Val ETF-Aui Add +458.3% 7.85% +6.36
IJR iShares Core S&P Small-Cap E Add +319.4% 4.59% +3.44
VSS Vanguard Ftse All Wo X-US SC Add +185.9% 2.66% +1.66
IJS iShares S&P Small-Cap 600 Va Add +25.0% 0.25% +0.04
DE Deere & Co. Add +0.1% 0.10% +0.01
CVX Chevron Corp. Add +0.9% 0.02% +0.00
XOM Exxon Mobil Corp. Add +1.0% 0.01% +0.00
VZ Verizon Communications Inc. Add +0.1% 0.01% +0.00
HD Home Depot Inc. Add +50.0% 0.01% +0.00
APD Air Products & Chemicals Inc. Add +0.8% 0.01% +0.00
DOW Dow Inc. Add +0.5% 0.00% +0.00
MO Altria Group Inc. Add +1.9% 0.01% +0.00
CTVA Corteva Inc. Add +0.6% 0.00% +0.00
PEP Pepsico Inc. Add +1.9% 0.03% +0.00
D Dominion Energy Inc. Add +0.7% 0.00% 0.00
MDLZ Mondelez International Inc. Class A Add +0.8% 0.00% 0.00
KHC The Kraft Heinz Co. Add +2.3% 0.00% −0.00
UPS United Parcel Service Class B Add +3.0% 0.00% −0.00
ECL Ecolab Inc. Add +2.0% 0.00% −0.00
UNM Unum Group Add +0.7% 0.00% −0.00
MMM 3M Co. Add +1.0% 0.00% −0.00
EMR Emerson Electric Co. Add +0.5% 0.01% −0.00
UTZ Utz Brands Inc. Add +0.6% 0.00% −0.00
WFC Wells Fargo & Co. Add +0.6% 0.01% −0.00
PM Philip Morris International Add +0.3% 0.04% −0.00
QCOM Qualcomm Inc. Add +0.8% 0.00% −0.00
PG The Procter & Gamble Co. Add +0.7% 0.04% −0.00
DFAS Dimensional US Small Cap ETF Add +0.1% 0.04% −0.00
ADP Automatic Data Processing Add +0.7% 0.01% −0.00
VIG Vanguard Dividend Apprec ETF Add +0.3% 0.04% −0.00
DFUV Dimensional US Marketwide Va Add +0.4% 0.11% −0.00
IYW iShares Ustechnology ETF Add +0.2% 0.02% −0.00
MCD McDonald's Corp. Add +0.6% 0.09% −0.01
IBM Intl Business Machines Corp. Add +0.6% 0.02% −0.01
GS Goldman Sachs Group Inc. Add +0.6% 0.12% −0.01
UNH Unitedhealth Group Inc. Add +0.6% 0.05% −0.01
VXF Vanguard Extended Market ETF Add +0.1% 0.14% −0.01
JPM JPMorgan Chase & Co. Add +0.5% 0.09% −0.02
AON Aon PLC Class A Add +0.2% 0.12% −0.02
ORCL Oracle Corp. Add +0.3% 0.06% −0.03
SPY SS SPDR S&P 500 ETF Trust-US Add +0.3% 0.26% −0.04
AAPL Apple Inc. Add +0.1% 0.70% −0.11
VTEB Vanguard Tax-Exempt Bond ETF Add +4.8% 4.10% −0.18
VTI VG Morningstar TS MKT ETF-US Add +2.6% 2.47% −0.26
IJH iShares Core S&P Midcap ETF Add +0.9% 5.50% −0.29
VCIT Vanguard Int-Term Corporate Add +2.9% 10.44% −0.72
BND Vanguard Total Bond Market Add +3.5% 15.72% −0.88
VUG Vanguard Mrngstar GR ETF-Sui Add +0.9% 10.25% −2.08

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