Filed: 10/10/2025ACC: 0001842787-25-000009
📋 What this filing means
NEWTON ONE INVESTMENTS LLC filed this quarterly 13F‑HR report disclosing 120 equity positions with a total reported market value of $337.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
120
Positions
$337.69M
Total AUM (reported)
3.17M
Total Shares
Allocation by class
TOTAL BND MRKT$56.27M16.7%
CORE S&P500 ETF$52.67M15.6%
GROWTH ETF$42.31M12.5%
INT-TERM CORP$37.82M11.2%
ALLWRLD EX US$26.61M7.9%
CORE S&P MCP ETF$19.59M5.8%
TAX EXEMPT BD$14.16M4.2%
Portfolio Concentration
Top 3$151.26M44.8%
4–10$128.67M38.1%
11–25$48.46M14.3%
Rest$9.30M2.8%
Top 3 weight
44.8%
Top 10 weight
82.9%
Voting Authority Distribution
Total shares with voting rights: 3.17M
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
3.17M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole120
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings120
Rows:
VANGUARD BD INDEX FDS
SOLEShares756.65K
TypeSH
Market value$56.27M
16.66%
Sole
0.00
Shared
0.00
None
756.65K
ISHARES TR
SOLEShares78.70K
TypeSH
Market value$52.67M
15.60%
Sole
0.00
Shared
0.00
None
78.70K
VANGUARD INDEX FDS
SOLEShares88.23K
TypeSH
Market value$42.31M
12.53%
Sole
0.00
Shared
0.00
None
88.23K
VANGUARD SCOTTSDALE FDS
SOLEShares449.64K
TypeSH
Market value$37.82M
11.20%
Sole
0.00
Shared
0.00
None
449.64K
VANGUARD INTL EQUITY INDEX F
SOLEShares372.91K
TypeSH
Market value$26.61M
7.88%
Sole
0.00
Shared
0.00
None
372.91K
ISHARES TR
SOLEShares300.24K
TypeSH
Market value$19.59M
5.80%
Sole
0.00
Shared
0.00
None
300.24K
VANGUARD MUN BD FDS
SOLEShares282.76K
TypeSH
Market value$14.16M
4.19%
Sole
0.00
Shared
0.00
None
282.76K
VANGUARD INTL EQUITY INDEX F
SOLEShares196.29K
TypeSH
Market value$10.63M
3.15%
Sole
0.00
Shared
0.00
None
196.29K
ISHARES TR
SOLEShares51.66K
TypeSH
Market value$10.52M
3.11%
Sole
0.00
Shared
0.00
None
51.66K
VANGUARD INDEX FDS
SOLEShares28.43K
TypeSH
Market value$9.33M
2.76%
Sole
0.00
Shared
0.00
None
28.43K
ISHARES TR
SOLEShares57.78K
TypeSH
Market value$8.18M
2.42%
Sole
0.00
Shared
0.00
None
57.78K
ISHARES TR
SOLEShares98.10K
TypeSH
Market value$8.10M
2.40%
Sole
0.00
Shared
0.00
None
98.10K
SCHWAB STRATEGIC TR
SOLEShares192.12K
TypeSH
Market value$5.69M
1.69%
Sole
0.00
Shared
0.00
None
192.12K
VANGUARD INDEX FDS
SOLEShares20.69K
TypeSH
Market value$5.26M
1.56%
Sole
0.00
Shared
0.00
None
20.69K
VANGUARD INDEX FDS
SOLEShares25.74K
TypeSH
Market value$4.80M
1.42%
Sole
0.00
Shared
0.00
None
25.74K
ISHARES TR
SOLEShares31.77K
TypeSH
Market value$3.77M
1.12%
Sole
0.00
Shared
0.00
None
31.77K
VANGUARD INTL EQUITY INDEX F
SOLEShares22.90K
TypeSH
Market value$3.26M
0.97%
Sole
0.00
Shared
0.00
None
22.90K
APPLE INC
SOLEShares9.97K
TypeSH
Market value$2.54M
0.75%
Sole
0.00
Shared
0.00
None
9.97K
VANGUARD INDEX FDS
SOLEShares10.22K
TypeSH
Market value$2.13M
0.63%
Sole
0.00
Shared
0.00
None
10.22K
VANGUARD INTL EQUITY INDEX F
SOLEShares8.44K
TypeSH
Market value$1.16M
0.34%
Sole
0.00
Shared
0.00
None
8.44K
SPDR S&P 500 ETF TR
SOLEShares1.55K
TypeSH
Market value$1.03M
0.31%
Sole
0.00
Shared
0.00
None
1.55K
ISHARES TR
SOLEShares2.47K
TypeSH
Market value$790.0K
0.23%
Sole
0.00
Shared
0.00
None
2.47K
ISHARES TR
SOLEShares6.12K
TypeSH
Market value$676.6K
0.20%
Sole
0.00
Shared
0.00
None
6.12K
VANGUARD INDEX FDS
SOLEShares2.59K
TypeSH
Market value$542.2K
0.16%
Sole
0.00
Shared
0.00
None
2.59K
ISHARES TR
SOLEShares1.09K
TypeSH
Market value$509.3K
0.15%
Sole
0.00
Shared
0.00
None
1.09K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 756.65K | SH | $56.27M 16.66% | 0.00 | 0.00 | 756.65K |
ISHARES TRSOLE | CORE S&P500 ETF | 78.70K | SH | $52.67M 15.60% | 0.00 | 0.00 | 78.70K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 88.23K | SH | $42.31M 12.53% | 0.00 | 0.00 | 88.23K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 449.64K | SH | $37.82M 11.20% | 0.00 | 0.00 | 449.64K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 372.91K | SH | $26.61M 7.88% | 0.00 | 0.00 | 372.91K |
ISHARES TRSOLE | CORE S&P MCP ETF | 300.24K | SH | $19.59M 5.80% | 0.00 | 0.00 | 300.24K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 282.76K | SH | $14.16M 4.19% | 0.00 | 0.00 | 282.76K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 196.29K | SH | $10.63M 3.15% | 0.00 | 0.00 | 196.29K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 51.66K | SH | $10.52M 3.11% | 0.00 | 0.00 | 51.66K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 28.43K | SH | $9.33M 2.76% | 0.00 | 0.00 | 28.43K |
ISHARES TRSOLE | S&P SML 600 GWT | 57.78K | SH | $8.18M 2.42% | 0.00 | 0.00 | 57.78K |
ISHARES TRSOLE | CORE MSCI TOTAL | 98.10K | SH | $8.10M 2.40% | 0.00 | 0.00 | 98.10K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 192.12K | SH | $5.69M 1.69% | 0.00 | 0.00 | 192.12K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 20.69K | SH | $5.26M 1.56% | 0.00 | 0.00 | 20.69K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 25.74K | SH | $4.80M 1.42% | 0.00 | 0.00 | 25.74K |
ISHARES TRSOLE | CORE S&P SCP ETF | 31.77K | SH | $3.77M 1.12% | 0.00 | 0.00 | 31.77K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 22.90K | SH | $3.26M 0.97% | 0.00 | 0.00 | 22.90K |
APPLE INCSOLE | COM | 9.97K | SH | $2.54M 0.75% | 0.00 | 0.00 | 9.97K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 10.22K | SH | $2.13M 0.63% | 0.00 | 0.00 | 10.22K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 8.44K | SH | $1.16M 0.34% | 0.00 | 0.00 | 8.44K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.55K | SH | $1.03M 0.31% | 0.00 | 0.00 | 1.55K |
ISHARES TRSOLE | RUS 2000 GRW ETF | 2.47K | SH | $790.0K 0.23% | 0.00 | 0.00 | 2.47K |
ISHARES TRSOLE | SP SMCP600VL ETF | 6.12K | SH | $676.6K 0.20% | 0.00 | 0.00 | 6.12K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 2.59K | SH | $542.2K 0.16% | 0.00 | 0.00 | 2.59K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 1.09K | SH | $509.3K 0.15% | 0.00 | 0.00 | 1.09K |
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