§ 13F · FUND PROFILE
Newton One Investments LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $317.8T (13F)Positions · 128Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$186.5B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 760K | $56.3T | 16.6% | ±0% |
| 2 | IVV | ISHARES TR | 76K | $52.4T | 15.5% | −3% |
| 3 | VUG | VANGUARD INDEX FDS | 86K | $41.8T | 12.3% | −3% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 452K | $37.8T | 11.2% | ±0% |
| 5 | VEU | VANGUARD INTL EQUITY INDEX F | 367K | $27.0T | 8.0% | −2% |
| 6 | IJH | ISHARES TR | 297K | $19.6T | 5.8% | −1% |
| 7 | VTEB | VANGUARD MUN BD FDS | 288K | $14.5T | 4.3% | +2% |
| 8 | IWD | ISHARES TR | 52K | $10.8T | 3.2% | ±0% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 195K | $10.5T | 3.1% | −1% |
| 10 | VTI | VANGUARD INDEX FDS | 28K | $9.3T | 2.7% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEWTON SIGNAL
AC read
Newton One Investments LLC is a Other fund managing $317798.4 trillion in assets. The fund runs a portfolio of 128 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed