Filed: 7/16/2025ACC: 0001842787-25-000007
📋 What this filing means
NEWTON ONE INVESTMENTS LLC filed this quarterly 13F‑HR report disclosing 128 equity positions with a total reported market value of $317.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
128
Positions
$317.80M
Total AUM (reported)
3.16M
Total Shares
Allocation by class
TOTAL BND MRKT$55.16M17.4%
CORE S&P500 ETF$45.14M14.2%
GROWTH ETF$39.12M12.3%
INT-TERM CORP$36.95M11.6%
ALLWRLD EX US$25.26M7.9%
CORE S&P MCP ETF$18.54M5.8%
TAX EXEMPT BD$13.55M4.3%
Portfolio Concentration
Top 3$139.41M43.9%
4–10$123.15M38.8%
11–25$46.05M14.5%
Rest$9.19M2.9%
Top 3 weight
43.9%
Top 10 weight
82.6%
Voting Authority Distribution
Total shares with voting rights: 3.16M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.16M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole128
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings128
Rows:
VANGUARD BD INDEX FDS
SOLEShares749.14K
TypeSH
Market value$55.16M
17.36%
Sole
0.00
Shared
0.00
None
749.14K
ISHARES TR
SOLEShares72.70K
TypeSH
Market value$45.14M
14.20%
Sole
0.00
Shared
0.00
None
72.70K
VANGUARD INDEX FDS
SOLEShares89.22K
TypeSH
Market value$39.12M
12.31%
Sole
0.00
Shared
0.00
None
89.22K
VANGUARD SCOTTSDALE FDS
SOLEShares445.66K
TypeSH
Market value$36.95M
11.63%
Sole
0.00
Shared
0.00
None
445.66K
VANGUARD INTL EQUITY INDEX F
SOLEShares375.76K
TypeSH
Market value$25.26M
7.95%
Sole
0.00
Shared
0.00
None
375.76K
ISHARES TR
SOLEShares298.88K
TypeSH
Market value$18.54M
5.83%
Sole
0.00
Shared
0.00
None
298.88K
VANGUARD MUN BD FDS
SOLEShares276.26K
TypeSH
Market value$13.55M
4.26%
Sole
0.00
Shared
0.00
None
276.26K
ISHARES TR
SOLEShares51.56K
TypeSH
Market value$10.01M
3.15%
Sole
0.00
Shared
0.00
None
51.56K
VANGUARD INTL EQUITY INDEX F
SOLEShares198.01K
TypeSH
Market value$9.79M
3.08%
Sole
0.00
Shared
0.00
None
198.01K
VANGUARD INDEX FDS
SOLEShares29.77K
TypeSH
Market value$9.05M
2.85%
Sole
0.00
Shared
0.00
None
29.77K
ISHARES TR
SOLEShares99.87K
TypeSH
Market value$7.72M
2.43%
Sole
0.00
Shared
0.00
None
99.87K
ISHARES TR
SOLEShares57.47K
TypeSH
Market value$7.65M
2.41%
Sole
0.00
Shared
0.00
None
57.47K
SCHWAB STRATEGIC TR
SOLEShares191.31K
TypeSH
Market value$5.37M
1.69%
Sole
0.00
Shared
0.00
None
191.31K
VANGUARD INDEX FDS
SOLEShares20.71K
TypeSH
Market value$4.91M
1.54%
Sole
0.00
Shared
0.00
None
20.71K
VANGUARD INDEX FDS
SOLEShares25.34K
TypeSH
Market value$4.48M
1.41%
Sole
0.00
Shared
0.00
None
25.34K
ISHARES TR
SOLEShares31.99K
TypeSH
Market value$3.50M
1.10%
Sole
0.00
Shared
0.00
None
31.99K
VANGUARD INTL EQUITY INDEX F
SOLEShares23.28K
TypeSH
Market value$3.13M
0.98%
Sole
0.00
Shared
0.00
None
23.28K
APPLE INC
SOLEShares9.96K
TypeSH
Market value$2.04M
0.64%
Sole
0.00
Shared
0.00
None
9.96K
VANGUARD INDEX FDS
SOLEShares10.20K
TypeSH
Market value$1.99M
0.63%
Sole
0.00
Shared
0.00
None
10.20K
SPDR S&P 500 ETF TR
SOLEShares2.97K
TypeSH
Market value$1.83M
0.58%
Sole
0.00
Shared
0.00
None
2.97K
VANGUARD INTL EQUITY INDEX F
SOLEShares8.79K
TypeSH
Market value$1.13M
0.36%
Sole
0.00
Shared
0.00
None
8.79K
ISHARES TR
SOLEShares2.48K
TypeSH
Market value$710.3K
0.22%
Sole
0.00
Shared
0.00
None
2.48K
ISHARES TR
SOLEShares6.09K
TypeSH
Market value$605.9K
0.19%
Sole
0.00
Shared
0.00
None
6.09K
VANGUARD INDEX FDS
SOLEShares2.59K
TypeSH
Market value$498.8K
0.16%
Sole
0.00
Shared
0.00
None
2.59K
CONSTELLATION ENERGY CORP
SOLEShares1.52K
TypeSH
Market value$492.2K
0.15%
Sole
0.00
Shared
0.00
None
1.52K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 749.14K | SH | $55.16M 17.36% | 0.00 | 0.00 | 749.14K |
ISHARES TRSOLE | CORE S&P500 ETF | 72.70K | SH | $45.14M 14.20% | 0.00 | 0.00 | 72.70K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 89.22K | SH | $39.12M 12.31% | 0.00 | 0.00 | 89.22K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 445.66K | SH | $36.95M 11.63% | 0.00 | 0.00 | 445.66K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 375.76K | SH | $25.26M 7.95% | 0.00 | 0.00 | 375.76K |
ISHARES TRSOLE | CORE S&P MCP ETF | 298.88K | SH | $18.54M 5.83% | 0.00 | 0.00 | 298.88K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 276.26K | SH | $13.55M 4.26% | 0.00 | 0.00 | 276.26K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 51.56K | SH | $10.01M 3.15% | 0.00 | 0.00 | 51.56K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 198.01K | SH | $9.79M 3.08% | 0.00 | 0.00 | 198.01K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 29.77K | SH | $9.05M 2.85% | 0.00 | 0.00 | 29.77K |
ISHARES TRSOLE | CORE MSCI TOTAL | 99.87K | SH | $7.72M 2.43% | 0.00 | 0.00 | 99.87K |
ISHARES TRSOLE | S&P SML 600 GWT | 57.47K | SH | $7.65M 2.41% | 0.00 | 0.00 | 57.47K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 191.31K | SH | $5.37M 1.69% | 0.00 | 0.00 | 191.31K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 20.71K | SH | $4.91M 1.54% | 0.00 | 0.00 | 20.71K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 25.34K | SH | $4.48M 1.41% | 0.00 | 0.00 | 25.34K |
ISHARES TRSOLE | CORE S&P SCP ETF | 31.99K | SH | $3.50M 1.10% | 0.00 | 0.00 | 31.99K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 23.28K | SH | $3.13M 0.98% | 0.00 | 0.00 | 23.28K |
APPLE INCSOLE | COM | 9.96K | SH | $2.04M 0.64% | 0.00 | 0.00 | 9.96K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 10.20K | SH | $1.99M 0.63% | 0.00 | 0.00 | 10.20K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 2.97K | SH | $1.83M 0.58% | 0.00 | 0.00 | 2.97K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 8.79K | SH | $1.13M 0.36% | 0.00 | 0.00 | 8.79K |
ISHARES TRSOLE | RUS 2000 GRW ETF | 2.48K | SH | $710.3K 0.22% | 0.00 | 0.00 | 2.48K |
ISHARES TRSOLE | SP SMCP600VL ETF | 6.09K | SH | $605.9K 0.19% | 0.00 | 0.00 | 6.09K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 2.59K | SH | $498.8K 0.16% | 0.00 | 0.00 | 2.59K |
CONSTELLATION ENERGY CORPSOLE | COM | 1.52K | SH | $492.2K 0.15% | 0.00 | 0.00 | 1.52K |
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