§ 13F · FUND PROFILE
Newton One Investments LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $338M (13F)Positions · 120Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 787K | $58M | 15.7% | +4% |
| 2 | IVV | ISHARES TR | 75K | $49M | 13.4% | −1% |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | 465K | $38M | 10.4% | +3% |
| 4 | VUG | VANGUARD INDEX FDS | 86K | $38M | 10.2% | +1% |
| 5 | VTV | VANGUARD INDEX FDS | 147K | $29M | 7.8% | +458% |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | 330K | $25M | 6.7% | −10% |
| 7 | IJH | ISHARES TR | 300K | $20M | 5.5% | +1% |
| 8 | IJR | ISHARES TR | 136K | $17M | 4.6% | +319% |
| 9 | VTEB | VANGUARD MUN BD FDS | 302K | $15M | 4.1% | +5% |
| 10 | IWD | ISHARES TR | 51K | $11M | 2.9% | −2% |
§ 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 $338 million in assets. The fund runs a portfolio of 120 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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