§ 13F · FUND PROFILE
Newton One Investments LLC.
AUM · $397M (13F)Positions · 146Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$472K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 757K | $56M | 14.0% | −4% |
| 2 | IVV | ISHARES TR | 73K | $55M | 13.8% | −3% |
| 3 | VUG | VANGUARD INDEX FDS | 506K | $44M | 11.0% | +485% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 447K | $37M | 9.3% | −4% |
| 5 | VTV | VANGUARD INDEX FDS | 147K | $32M | 8.1% | ±0% |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | 325K | $27M | 6.8% | −2% |
| 7 | IJH | ISHARES TR | 294K | $23M | 5.7% | −2% |
| 8 | IJR | ISHARES TR | 132K | $20M | 4.9% | −3% |
| 9 | VTEB | VANGUARD MUN BD FDS | 310K | $16M | 3.9% | +3% |
| 10 | IWD | ISHARES TR | 50K | $12M | 3.1% | −1% |
§ 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 $397 million in assets. The fund runs a portfolio of 146 positions.
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