NEWTON ONE INVESTMENTS LLC

Filed: 4/21/2025ACC: 0001842787-25-000006

📋 What this filing means

NEWTON ONE INVESTMENTS LLC filed this quarterly 13F‑HR report disclosing 118 equity positions with a total reported market value of $279.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

118

Positions

$279.65M

Total AUM (reported)

3.17M

Total Shares

Allocation by class

TOTAL BND MRKT$55.21M19.7%

INT-TERM CORP$36.46M13.0%

GROWTH ETF$31.82M11.4%

ALLWRLD EX US$23.19M8.3%

CORE S&P500 ETF$22.84M8.2%

CORE S&P MCP ETF$16.39M5.9%

TAX EXEMPT BD$14.35M5.1%

Portfolio Concentration

Top 3$123.48M44.2%

4–10$104.05M37.2%

11–25$43.98M15.7%

Rest$8.13M2.9%

Top 3 weight

44.2%

Top 10 weight

81.4%

Voting Authority Distribution

Total shares with voting rights: 3.17M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.17M

% of voting shares100.0%

Investment Discretion (by position count)

Sole118

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings118

Rows:

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares751.67K

TypeSH

Market value$55.21M

19.74%

Sole

0.00

Shared

0.00

None

751.67K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares445.88K

TypeSH

Market value$36.46M

13.04%

Sole

0.00

Shared

0.00

None

445.88K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares85.80K

TypeSH

Market value$31.82M

11.38%

Sole

0.00

Shared

0.00

None

85.80K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares382.22K

TypeSH

Market value$23.19M

8.29%

Sole

0.00

Shared

0.00

None

382.22K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares40.64K

TypeSH

Market value$22.84M

8.17%

Sole

0.00

Shared

0.00

None

40.64K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares280.86K

TypeSH

Market value$16.39M

5.86%

Sole

0.00

Shared

0.00

None

280.86K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares289.21K

TypeSH

Market value$14.35M

5.13%

Sole

0.00

Shared

0.00

None

289.21K

ISHARES TR

SOLE

RUS 1000 VAL ETF

Shares51.40K

TypeSH

Market value$9.67M

3.46%

Sole

0.00

Shared

0.00

None

51.40K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares198.89K

TypeSH

Market value$9.00M

3.22%

Sole

0.00

Shared

0.00

None

198.89K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares31.36K

TypeSH

Market value$8.62M

3.08%

Sole

0.00

Shared

0.00

None

31.36K

ISHARES TR

SOLE

S&P SML 600 GWT

Shares57.66K

TypeSH

Market value$7.18M

2.57%

Sole

0.00

Shared

0.00

None

57.66K

ISHARES TR

SOLE

CORE MSCI TOTAL

Shares99.57K

TypeSH

Market value$6.95M

2.49%

Sole

0.00

Shared

0.00

None

99.57K

SCHWAB STRATEGIC TR

SOLE

US MID-CAP ETF

Shares226.11K

TypeSH

Market value$5.92M

2.12%

Sole

0.00

Shared

0.00

None

226.11K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares20.95K

TypeSH

Market value$4.65M

1.66%

Sole

0.00

Shared

0.00

None

20.95K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares23.82K

TypeSH

Market value$4.12M

1.47%

Sole

0.00

Shared

0.00

None

23.82K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares28.97K

TypeSH

Market value$3.03M

1.08%

Sole

0.00

Shared

0.00

None

28.97K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE SMCAP ETF

Shares22.94K

TypeSH

Market value$2.65M

0.95%

Sole

0.00

Shared

0.00

None

22.94K

APPLE INC

SOLE

COM

Shares10.43K

TypeSH

Market value$2.32M

0.83%

Sole

0.00

Shared

0.00

None

10.43K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares10.37K

TypeSH

Market value$1.93M

0.69%

Sole

0.00

Shared

0.00

None

10.37K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares2.92K

TypeSH

Market value$1.63M

0.58%

Sole

0.00

Shared

0.00

None

2.92K

VANGUARD INTL EQUITY INDEX F

SOLE

TT WRLD ST ETF

Shares12.10K

TypeSH

Market value$1.40M

0.50%

Sole

0.00

Shared

0.00

None

12.10K

ISHARES TR

SOLE

RUS 2000 GRW ETF

Shares2.48K

TypeSH

Market value$634.3K

0.23%

Sole

0.00

Shared

0.00

None

2.48K

ISHARES TR

SOLE

SP SMCP600VL ETF

Shares6.06K

TypeSH

Market value$591.1K

0.21%

Sole

0.00

Shared

0.00

None

6.06K

AON PLC

SOLE

SHS CL A

Shares1.33K

TypeSH

Market value$533.0K

0.19%

Sole

0.00

Shared

0.00

None

1.33K

VANGUARD INDEX FDS

SOLE

EXTEND MKT ETF

Shares2.59K

TypeSH

Market value$445.6K

0.16%

Sole

0.00

Shared

0.00

None

2.59K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	751.67K	SH	$55.21M 19.74%	751.67K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	445.88K	SH	$36.46M 13.04%	445.88K
VANGUARD INDEX FDSSOLE	GROWTH ETF	85.80K	SH	$31.82M 11.38%	85.80K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	382.22K	SH	$23.19M 8.29%	382.22K
ISHARES TRSOLE	CORE S&P500 ETF	40.64K	SH	$22.84M 8.17%	40.64K
ISHARES TRSOLE	CORE S&P MCP ETF	280.86K	SH	$16.39M 5.86%	280.86K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	289.21K	SH	$14.35M 5.13%	289.21K
ISHARES TRSOLE	RUS 1000 VAL ETF	51.40K	SH	$9.67M 3.46%	51.40K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	198.89K	SH	$9.00M 3.22%	198.89K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	31.36K	SH	$8.62M 3.08%	31.36K
ISHARES TRSOLE	S&P SML 600 GWT	57.66K	SH	$7.18M 2.57%	57.66K
ISHARES TRSOLE	CORE MSCI TOTAL	99.57K	SH	$6.95M 2.49%	99.57K
SCHWAB STRATEGIC TRSOLE	US MID-CAP ETF	226.11K	SH	$5.92M 2.12%	226.11K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	20.95K	SH	$4.65M 1.66%	20.95K
VANGUARD INDEX FDSSOLE	VALUE ETF	23.82K	SH	$4.12M 1.47%	23.82K
ISHARES TRSOLE	CORE S&P SCP ETF	28.97K	SH	$3.03M 1.08%	28.97K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE SMCAP ETF	22.94K	SH	$2.65M 0.95%	22.94K
APPLE INCSOLE	COM	10.43K	SH	$2.32M 0.83%	10.43K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	10.37K	SH	$1.93M 0.69%	10.37K
SPDR S&P 500 ETF TRSOLE	TR UNIT	2.92K	SH	$1.63M 0.58%	2.92K
VANGUARD INTL EQUITY INDEX FSOLE	TT WRLD ST ETF	12.10K	SH	$1.40M 0.50%	12.10K
ISHARES TRSOLE	RUS 2000 GRW ETF	2.48K	SH	$634.3K 0.23%	2.48K
ISHARES TRSOLE	SP SMCP600VL ETF	6.06K	SH	$591.1K 0.21%	6.06K
AON PLCSOLE	SHS CL A	1.33K	SH	$533.0K 0.19%	1.33K
VANGUARD INDEX FDSSOLE	EXTEND MKT ETF	2.59K	SH	$445.6K 0.16%	2.59K

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