Newton One Investments Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$368.5M
Q ending 2026-03-31
Prior quarter
$339.0M
Q ending 2025-12-31
Change
+8.7% QoQ · +31.8% YoY
Positions
121
reported holdings
Largest positions
Top 100 of 121 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Bd Index Fds | BND | Shares | $57.9M | 787K |
| Ishares Tr | IVV | Shares | $49.2M | 75K |
| Vanguard Scottsdale Fds | VCIT | Shares | $38.5M | 465K |
| Vanguard Index Fds | VUG | Shares | $37.8M | 86K |
| Vanguard Index Fds | VTV | Shares | $28.9M | 147K |
| Vanguard Intl Equity Index F | VEU | Shares | $24.8M | 330K |
| Ishares Tr | IJH | Shares | $20.3M | 300K |
| Ishares Tr | IJR | Shares | $16.9M | 136K |
| Vanguard Mun Bd Fds | VTEB | Shares | $15.1M | 302K |
| Ishares Tr | IWD | Shares | $10.8M | 51K |
| Vanguard Intl Equity Index F | VWO | Shares | $9.9M | 183K |
| Vanguard Intl Equity Index F | VSS | Shares | $9.8M | 67K |
| Vanguard Index Fds | VTI | Shares | $9.1M | 28K |
| Ishares Tr | IXUS | Shares | $8.3M | 96K |
| Schwab Strategic Tr | SCHM | Shares | $5.9M | 191K |
| Vanguard Index Fds | VB | Shares | $5.5M | 21K |
| Apple Inc | AAPL | Shares | $2.6M | 10K |
| Vanguard Index Fds | VBR | Shares | $2.2M | 10K |
| Ishares Tr | IJT | Shares | $1.7M | 12K |
| Vanguard Intl Equity Index F | VT | Shares | $1.0M | 7K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $971K | 1K |
| Ishares Tr | IJS | Shares | $910K | 8K |
| Ishares Tr | IWO | Shares | $722K | 2K |
| Vanguard Index Fds | VXF | Shares | $530K | 3K |
| Ishares Tr | IWF | Shares | $453K | 1K |
| Goldman Sachs Group Inc | GS | Shares | $433K | 512 |
| Aon Plc | Shares | $432K | 1K | |
| Constellation Energy Corp | CEG | Shares | $426K | 2K |
| Ishares Tr | IVW | Shares | $418K | 4K |
| Dimensional Etf Trust | DFUV | Shares | $409K | 8K |
| Vanguard Index Fds | VV | Shares | $385K | 1K |
| Deere & Co | DE | Shares | $367K | 651 |
| Ishares Tr | IVE | Shares | $366K | 2K |
| Mcdonalds Corp | MCD | Shares | $331K | 1K |
| Jpmorgan Chase & Co | JPM | Shares | $321K | 1K |
| Meta Platforms Inc | META | Shares | $314K | 549 |
| Amazon Com Inc | AMZN | Shares | $267K | 1K |
| Oracle Corp | ORCL | Shares | $229K | 2K |
| Exelon Corp | EXC | Shares | $224K | 5K |
| Vanguard Intl Equity Index F | VGK | Shares | $189K | 2K |
| Vanguard Intl Equity Index F | VPL | Shares | $186K | 2K |
| Ishares Tr | IWV | Shares | $175K | 473 |
| Nvidia Corporation | NVDA | Shares | $174K | 1K |
| Unitedhealth Group Inc | UNH | Shares | $170K | 626 |
| Dimensional Etf Trust | DFAS | Shares | $165K | 2K |
| Philip Morris Intl Inc | PM | Shares | $143K | 863 |
| Vanguard Specialized Funds | VIG | Shares | $137K | 637 |
| Procter & Gamble Co | PG | Shares | $129K | 894 |
| Vanguard Whitehall Fds | VYM | Shares | $125K | 846 |
| Pepsico Inc | PEP | Shares | $99K | 639 |
| Schwab Strategic Tr | SCHE | Shares | $91K | 3K |
| Schwab Strategic Tr | SCHC | Shares | $89K | 2K |
| Ishares Tr | IYW | Shares | $87K | 479 |
| International Business Machs | IBM | Shares | $87K | 358 |
| Ishares Tr | IEFA | Shares | $84K | 931 |
| Ishares Tr | IWM | Shares | $79K | 317 |
| Vanguard Scottsdale Fds | VONV | Shares | $71K | 754 |
| Chevron Corporation | CVX | Shares | $70K | 338 |
| Vanguard Scottsdale Fds | VONG | Shares | $69K | 630 |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $63K | 102 |
| Ishares Tr | DGRO | Shares | $61K | 862 |
| Alphatec Hldgs Inc | ATEC | Shares | $60K | 6K |
| Vanguard World Fd | ESGV | Shares | $58K | 520 |
| Ppl Corp | PPL | Shares | $58K | 2K |
| Alphabet Inc | GOOGL | Shares | $58K | 200 |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $56K | 117 |
| Wisdomtree Tr | DGRW | Shares | $52K | 595 |
| Emerson Elec Co | EMR | Shares | $52K | 397 |
| Verizon Communications Inc | VZ | Shares | $50K | 987 |
| Spdr Index Shs Fds | CWI | Shares | $48K | 1K |
| Vanguard Index Fds | VO | Shares | $48K | 167 |
| Wisdomtree Tr | DOL | Shares | $43K | 631 |
| Air Products And Chemicals I | APD | Shares | $39K | 135 |
| Johnson & Johnson | JNJ | Shares | $37K | 153 |
| Netflix Inc. | NFLX | Shares | $37K | 380 |
| Exxon Mobil Corp | XOM | Shares | $35K | 206 |
| Ishares Inc | IEMG | Shares | $33K | 471 |
| Ishares Tr | USMV | Shares | $31K | 329 |
| Automatic Data Processing In | ADP | Shares | $30K | 149 |
| Microsoft Corp | MSFT | Shares | $28K | 75 |
| Altria Group Inc | MO | Shares | $28K | 420 |
| At&T Inc | T | Shares | $28K | 950 |
| Wells Fargo & Co | WFC | Shares | $25K | 313 |
| Home Depot Inc | HD | Shares | $20K | 60 |
| Ge Aerospace | GE | Shares | $18K | 63 |
| Qualcomm Inc | QCOM | Shares | $17K | 134 |
| 3M Co | MMM | Shares | $15K | 103 |
| Corteva Inc | CTVA | Shares | $15K | 177 |
| Mondelez Intl Inc | MDLZ | Shares | $14K | 247 |
| Vanguard World Fd | VSGX | Shares | $14K | 197 |
| Comcast Corp New | CMCSA | Shares | $14K | 491 |
| Ecolab Inc | ECL | Shares | $14K | 52 |
| Utz Brands Inc | UTZ | Shares | $14K | 2K |
| Ge Vernova Inc | GEV | Shares | $13K | 15 |
| Lyft Inc | LYFT | Shares | $13K | 962 |
| Cisco Sys Inc | CSCO | Shares | $12K | 161 |
| Ishares Tr | SCZ | Shares | $12K | 151 |
| Tesla Inc | TSLA | Shares | $11K | 30 |
| Coca Cola Co | KO | Shares | $10K | 137 |
| Unum Group | UNM | Shares | $10K | 139 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.