Newton One Investments LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Newton One Investments LLC held in its portfolio 120 assets valued at $339,016,278 (i.e. $339.02M).
The most valuable assets in the portfolio included: VANGUARD BD INDEX FDS ($56.29M), ISHARES TR ($52.39M), and VANGUARD INDEX FDS ($41.81M).
The chart below shows the top 10 valuable assets, and the table below shows the top 120 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Newton One Investments LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 759888 | 56284925 | TOTAL BND MRKT |
| ISHARES TR | 76492 | 52392487 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 85702 | 41810457 | GROWTH ETF |
| VANGUARD SCOTTSDALE FDS | 451628 | 37823899 | INT-TERM CORP |
| VANGUARD INTL EQUITY INDEX F | 366632 | 26969465 | ALLWRLD EX US |
| ISHARES TR | 297156 | 19612319 | CORE S&P MCP ETF |
| VANGUARD MUN BD FDS | 288485 | 14507910 | TAX EXEMPT BD |
| ISHARES TR | 51527 | 10838189 | RUS 1000 VAL ETF |
| VANGUARD INTL EQUITY INDEX F | 194691 | 10466615 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 27621 | 9260632 | TOTAL STK MKT |
| ISHARES TR | 99217 | 8397749 | CORE MSCI TOTAL |
| ISHARES TR | 56548 | 7982300 | S&P SML 600 GWT |
| SCHWAB STRATEGIC TR | 193068 | 5805554 | US MID-CAP ETF |
| VANGUARD INDEX FDS | 21010 | 5419419 | SMALL CP ETF |
| VANGUARD INDEX FDS | 26402 | 5042455 | VALUE ETF |
| ISHARES TR | 32461 | 3901176 | CORE S&P SCP ETF |
| VANGUARD INTL EQUITY INDEX F | 23504 | 3368819 | FTSE SMCAP ETF |
| APPLE INC | 10194 | 2771237 | COM |
| VANGUARD INDEX FDS | 10255 | 2171990 | SM CP VAL ETF |
| VANGUARD INTL EQUITY INDEX F | 8438 | 1190222 | TT WRLD ST ETF |
| SPDR S&P 500 ETF TR | 1488 | 1014704 | TR UNIT |
| ISHARES TR | 2380 | 768824 | RUS 2000 GRW ETF |
| ISHARES TR | 6147 | 699014 | SP SMCP600VL ETF |
| CONSTELLATION ENERGY CORP | 1525 | 538737 | COM |
| VANGUARD INDEX FDS | 2572 | 537936 | EXTEND MKT ETF |
| ISHARES TR | 1075 | 508930 | RUS 1000 GRW ETF |
| AON PLC | 1335 | 471271 | SHS CL A |
| ISHARES TR | 3697 | 455674 | S&P 500 GRWT ETF |
| GOLDMAN SACHS GROUP INC | 509 | 447673 | COM |
| VANGUARD INDEX FDS | 1324 | 416783 | LARGE CAP ETF |
| DIMENSIONAL ETF TRUST | 8419 | 392264 | US MKTWIDE VALUE |
| ISHARES TR | 1752 | 371570 | S&P 500 VAL ETF |
| META PLATFORMS INC | 549 | 362190 | CL A |
| JPMORGAN CHASE & CO. | 1086 | 349940 | COM |
| MCDONALDS CORP | 1059 | 323560 | COM |
| ORACLE CORP | 1553 | 302617 | COM |
| DEERE & CO | 650 | 302422 | COM |
| AMAZON COM INC | 1280 | 295450 | COM |
| ISHARES TR | 586 | 226809 | RUSSELL 3000 ETF |
| VANGUARD INTL EQUITY INDEX F | 2639 | 220667 | FTSE EUROPE ETF |
| UNITEDHEALTH GROUP INC | 622 | 205267 | COM |
| EXELON CORP | 4578 | 199550 | COM |
| VANGUARD INTL EQUITY INDEX F | 2130 | 192562 | FTSE PACIFIC ETF |
| NVIDIA CORPORATION | 1000 | 186510 | COM |
| VANGUARD WHITEHALL FDS | 1288 | 184865 | HIGH DIV YLD |
| DIMENSIONAL ETF TRUST | 2317 | 161406 | US SMALL CAP ETF |
| VANGUARD SPECIALIZED FUNDS | 635 | 139546 | DIV APP ETF |
| PHILIP MORRIS INTL INC | 860 | 137991 | COM |
| PROCTER AND GAMBLE CO | 888 | 127330 | COM |
| WISDOMTREE TR | 1853 | 122031 | TRUE DEVELOPED I |
| ISHARES TR | 1333 | 119225 | CORE MSCI EAFE |
| ALPHATEC HLDGS INC | 5500 | 115720 | COM NEW |
| INTERNATIONAL BUSINESS MACHS | 356 | 105304 | COM |
| ISHARES TR | 478 | 95515 | U.S. TECH ETF |
| SCHWAB STRATEGIC TR | 2764 | 90531 | EMRG MKTEQ ETF |
| PEPSICO INC | 627 | 90009 | COM |
| SCHWAB STRATEGIC TR | 1899 | 86479 | INTL SCEQT ETF |
| ISHARES TR | 329 | 80922 | RUSSELL 2000 ETF |
| VANGUARD SCOTTSDALE FDS | 631 | 76825 | VNG RUS1000GRW |
| VANGUARD WORLD FD | 618 | 74812 | ESG US STK ETF |
| VANGUARD SCOTTSDALE FDS | 799 | 73748 | VNG RUS1000VAL |
| ALPHABET INC | 200 | 62665 | CAP STK CL A |
| SPDR S&P MIDCAP 400 ETF TR | 102 | 61760 | UTSER1 S&PDCRP |
| ISHARES TR | 862 | 59853 | CORE DIV GRWTH |
| BERKSHIRE HATHAWAY INC DEL | 117 | 58811 | CL B NEW |
| PPL CORP | 1524 | 53371 | COM |
| WISDOMTREE TR | 595 | 53211 | US QTLY DIV GRT |
| EMERSON ELEC CO | 395 | 52475 | COM |
| SPDR INDEX SHS FDS | 1444 | 51884 | MSCI ACWI EXUS |
| CHEVRON CORP NEW | 335 | 50995 | COM |
| VANGUARD INDEX FDS | 167 | 48467 | MID CAP ETF |
| VANECK BITCOIN ETF | 1842 | 45553 | SH BEN INT |
| VERIZON COMMUNICATIONS INC | 986 | 40143 | COM |
| AUTOMATIC DATA PROCESSING IN | 148 | 38096 | COM |
| MICROSOFT CORP | 75 | 36399 | COM |
| NETFLIX INC | 380 | 35629 | COM |
| ISHARES TR | 368 | 34651 | MSCI USA MIN VOL |
| ISHARES INC | 497 | 33409 | CORE MSCI EMKT |
| AIR PRODS & CHEMS INC | 134 | 33149 | COM |
| JOHNSON & JOHNSON | 153 | 31574 | COM |
| WELLS FARGO CO NEW | 311 | 28997 | COM |
| EXXON MOBIL CORP | 204 | 24595 | COM |
| ALTRIA GROUP INC | 412 | 23756 | COM |
| AT&T INC | 950 | 23598 | COM |
| QUALCOMM INC | 133 | 22707 | COM |
| GE AEROSPACE | 63 | 19360 | COM NEW |
| VANGUARD WORLD FD | 268 | 19190 | ESG INTL STK ETF |
| LYFT INC | 962 | 18634 | CL A COM |
| UTZ BRANDS INC | 1721 | 17869 | COM CL A |
| ISHARES TR | 216 | 16759 | EAFE SML CP ETF |
| 3M CO | 102 | 16370 | COM |
| COMCAST CORP NEW | 491 | 14676 | CL A |
| HOME DEPOT INC | 40 | 13839 | COM |
| ECOLAB INC | 51 | 13519 | COM |
| TESLA INC | 30 | 13492 | COM |
| MONDELEZ INTL INC | 245 | 13202 | CL A |
| PINTEREST INC | 500 | 12945 | CL A |
| CISCO SYS INC | 161 | 12406 | COM |
| CORTEVA INC | 176 | 11826 | COM |
| UNUM GROUP | 138 | 10681 | COM |
| GE VERNOVA INC | 15 | 9825 | COM |
| COCA COLA CO | 137 | 9559 | COM |
| DOMINION ENERGY INC | 152 | 8884 | COM |
| REVOLUTION MEDICINES INC | 100 | 7965 | COM |
| DIGITAL RLTY TR INC | 51 | 7831 | COM |
| DUPONT DE NEMOURS INC | 180 | 7225 | COM |
| WARNER BROS DISCOVERY INC | 229 | 6600 | COM SER A |
| NOVO-NORDISK A S | 115 | 5852 | ADR |
| ON HLDG AG | 114 | 5299 | NAMEN AKT A |
| DOW INC | 202 | 4713 | COM |
| DISNEY WALT CO | 39 | 4398 | COM |
| AMPLIFY ETF TR | 66 | 4332 | AMPLIFY ETHO CLI |
| UNITED PARCEL SERVICE INC | 33 | 3323 | CL B |
| VODAFONE GROUP PLC NEW | 187 | 2471 | SPONSORED ADR |
| KRAFT HEINZ CO | 88 | 2144 | COM |
| SOLVENTUM CORP | 24 | 1902 | COM SHS |
| GE HEALTHCARE TECHNOLOGIES I | 20 | 1648 | COMMON STOCK |
| PELOTON INTERACTIVE INC | 100 | 616 | CL A COM |
| DOUGLAS ELLIMAN INC | 69 | 164 | COM |
| BEYOND MEAT INC | 10 | 9 | COM |
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