Newton One Investments LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Newton One Investments LLC 13F Holdings
CIK 0001842787 · NEWARK, DE
As of Sep 30, 2025, Newton One Investments LLC reported
120 positions worth $337.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 756,648 | $56.3M | 16.66% |
| ISHARES CORE S&P 500 ETF | IVV | — | 78,700 | $52.7M | 15.60% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 88,228 | $42.3M | 12.53% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 449,638 | $37.8M | 11.20% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 372,909 | $26.6M | 7.88% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 300,235 |
|
9.6M5.80% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 282,764 |
4.2M | 4.19% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 196,289 |
0.6M | 3.15% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 51,664 |
0.5M | 3.11% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 28,429 | $9.3M | 2.76% |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | IJT | — | 57,783 | $8.2M | 2.42% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 98,100 | $8.1M | 2.40% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 192,120 | $5.7M | 1.69% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 20,686 | $5.3M | 1.56% |
| VANGUARD VALUE INDEX FUND | VTV | — | 25,744 | $4.8M | 1.42% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 31,768 | $3.8M | 1.12% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VSS | — | 22,901 | $3.3M | 0.97% |
| APPLE INC | AAPL | Technology | 9,974 | $2.5M | 0.75% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 10,221 | $2.1M | 0.63% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 8,438 |
.2M | 0.34% |
| SPDR S&P 500 ETF TRUST | SPY | — | 1,547 |
.0M | 0.31% |
| ISHARES RUSSELL 2000 GROWTH ETF | IWO | — | 2,468 | $790.0K | 0.23% |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | IJS | — | 6,118 | $676.6K | 0.20% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 2,590 | $542.2K | 0.16% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 1,087 | $509.3K | 0.15% |