Newton One Investments Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 14, 2026, Newton One Investments Llc disclosed 149 stock positions valued at approximately $392.04M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, VANGUARD BD INDEX FDS, and VANGUARD INDEX FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 149
- Portfolio Value
- $392.04M
Holdings by Sector
Newton One Investments Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 14.26% | 72,983 | -124 | -0.17% | $55,893,811 |
| VANGUARD BD INDEX FDS | BND | Other | 13.99% | 781,829 | +25,034 | +3.31% | $54,845,330 |
| VANGUARD INDEX FDS | VUG | Other | 11.53% | 501,536 | -4,346 | -0.86% | $45,193,378 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 9.23% | 462,114 | +15,031 | +3.36% | $36,188,116 |
| VANGUARD INDEX FDS | VTV | Other | 8.10% | 146,946 | -287 | -0.19% | $31,752,039 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 6.89% | 325,441 | +787 | +0.24% | $27,001,862 |
| ISHARES TR | IJH | Other | 5.43% | 295,677 | +1,931 | +0.66% | $21,273,991 |
| ISHARES TR | IJR | Other | 4.67% | 134,444 | +1,992 | +1.50% | $18,289,775 |
| VANGUARD MUN BD FDS | VTEB | Other | 3.83% | 317,404 | +7,358 | +2.37% | $15,032,239 |
| ISHARES TR | IWD | Other | 3.07% | 48,535 | -1,585 | -3.16% | $12,033,278 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.76% | 182,446 | +1,530 | +0.85% | $10,820,851 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 2.67% | 67,368 | +675 | +1.01% | $10,458,951 |
| VANGUARD INDEX FDS | VTI | Other | 2.55% | 26,664 | -1,395 | -4.97% | $9,978,846 |
| ISHARES TR | IXUS | Other | 2.34% | 96,407 | +720 | +0.75% | $9,157,701 |
| SCHWAB STRATEGIC TR | SCHM | Other | 1.66% | 191,360 | +970 | +0.51% | $6,510,084 |
| VANGUARD INDEX FDS | VB | Other | 1.53% | 21,093 | +51 | +0.24% | $6,000,835 |
| APPLE INC | AAPL | Technology | 0.89% | 10,504 | +52 | +0.50% | $3,498,044 |
| VANGUARD INDEX FDS | VBR | Other | 0.57% | 9,704 | -279 | -2.79% | $2,241,921 |
| ISHARES TR | IJT | Other | 0.42% | 10,342 | -1,143 | -9.95% | $1,658,191 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.29% | 1,487 | +4 | +0.27% | $1,133,967 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.27% | 6,719 | -185 | -2.68% | $1,060,610 |
| ISHARES TR | IJS | Other | 0.23% | 6,898 | -815 | -10.57% | $883,630 |
| ISHARES TR | IWO | Other | 0.20% | 2,193 | -26 | -1.17% | $782,805 |
| VANGUARD INDEX FDS | VXF | Other | 0.15% | 2,543 | -30 | -1.17% | $589,103 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.14% | 2,278 | -2 | -0.09% | $567,564 |
| ISHARES TR | IVW | Other | 0.13% | 3,465 | - | - | $492,910 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.12% | 8,506 | +30 | +0.35% | $467,847 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.12% | 517 | +3 | +0.58% | $465,663 |
| ISHARES TR | IWF | Other | 0.11% | 3,590 | -165 | -4.39% | $449,719 |
| DEERE & CO | DE | Industrials | 0.11% | 655 | +2 | +0.31% | $439,812 |
Showing 30 of 149 holdings in the latest reporting period.