Filed: 1/23/2026ACC: 0001842787-26-000001
📋 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 $339.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
120
Positions
$339.02M
Total AUM (reported)
3.17M
Total Shares
Allocation by class
TOTAL BND MRKT$56.28M16.6%
CORE S&P500 ETF$52.39M15.5%
GROWTH ETF$41.81M12.3%
INT-TERM CORP$37.82M11.2%
ALLWRLD EX US$26.97M8.0%
CORE S&P MCP ETF$19.61M5.8%
TAX EXEMPT BD$14.51M4.3%
Portfolio Concentration
Top 3$150.49M44.4%
4–10$129.48M38.2%
11–25$49.61M14.6%
Rest$9.44M2.8%
Top 3 weight
44.4%
Top 10 weight
82.6%
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
SOLEShares759.89K
TypeSH
Market value$56.28M
16.60%
Sole
0.00
Shared
0.00
None
759.89K
ISHARES TR
SOLEShares76.49K
TypeSH
Market value$52.39M
15.45%
Sole
0.00
Shared
0.00
None
76.49K
VANGUARD INDEX FDS
SOLEShares85.70K
TypeSH
Market value$41.81M
12.33%
Sole
0.00
Shared
0.00
None
85.70K
VANGUARD SCOTTSDALE FDS
SOLEShares451.63K
TypeSH
Market value$37.82M
11.16%
Sole
0.00
Shared
0.00
None
451.63K
VANGUARD INTL EQUITY INDEX F
SOLEShares366.63K
TypeSH
Market value$26.97M
7.96%
Sole
0.00
Shared
0.00
None
366.63K
ISHARES TR
SOLEShares297.16K
TypeSH
Market value$19.61M
5.79%
Sole
0.00
Shared
0.00
None
297.16K
VANGUARD MUN BD FDS
SOLEShares288.49K
TypeSH
Market value$14.51M
4.28%
Sole
0.00
Shared
0.00
None
288.49K
ISHARES TR
SOLEShares51.53K
TypeSH
Market value$10.84M
3.20%
Sole
0.00
Shared
0.00
None
51.53K
VANGUARD INTL EQUITY INDEX F
SOLEShares194.69K
TypeSH
Market value$10.47M
3.09%
Sole
0.00
Shared
0.00
None
194.69K
VANGUARD INDEX FDS
SOLEShares27.62K
TypeSH
Market value$9.26M
2.73%
Sole
0.00
Shared
0.00
None
27.62K
ISHARES TR
SOLEShares99.22K
TypeSH
Market value$8.40M
2.48%
Sole
0.00
Shared
0.00
None
99.22K
ISHARES TR
SOLEShares56.55K
TypeSH
Market value$7.98M
2.35%
Sole
0.00
Shared
0.00
None
56.55K
SCHWAB STRATEGIC TR
SOLEShares193.07K
TypeSH
Market value$5.81M
1.71%
Sole
0.00
Shared
0.00
None
193.07K
VANGUARD INDEX FDS
SOLEShares21.01K
TypeSH
Market value$5.42M
1.60%
Sole
0.00
Shared
0.00
None
21.01K
VANGUARD INDEX FDS
SOLEShares26.40K
TypeSH
Market value$5.04M
1.49%
Sole
0.00
Shared
0.00
None
26.40K
ISHARES TR
SOLEShares32.46K
TypeSH
Market value$3.90M
1.15%
Sole
0.00
Shared
0.00
None
32.46K
VANGUARD INTL EQUITY INDEX F
SOLEShares23.50K
TypeSH
Market value$3.37M
0.99%
Sole
0.00
Shared
0.00
None
23.50K
APPLE INC
SOLEShares10.19K
TypeSH
Market value$2.77M
0.82%
Sole
0.00
Shared
0.00
None
10.19K
VANGUARD INDEX FDS
SOLEShares10.26K
TypeSH
Market value$2.17M
0.64%
Sole
0.00
Shared
0.00
None
10.26K
VANGUARD INTL EQUITY INDEX F
SOLEShares8.44K
TypeSH
Market value$1.19M
0.35%
Sole
0.00
Shared
0.00
None
8.44K
SPDR S&P 500 ETF TR
SOLEShares1.49K
TypeSH
Market value$1.01M
0.30%
Sole
0.00
Shared
0.00
None
1.49K
ISHARES TR
SOLEShares2.38K
TypeSH
Market value$768.8K
0.23%
Sole
0.00
Shared
0.00
None
2.38K
ISHARES TR
SOLEShares6.15K
TypeSH
Market value$699.0K
0.21%
Sole
0.00
Shared
0.00
None
6.15K
CONSTELLATION ENERGY CORP
SOLEShares1.52K
TypeSH
Market value$538.7K
0.16%
Sole
0.00
Shared
0.00
None
1.52K
VANGUARD INDEX FDS
SOLEShares2.57K
TypeSH
Market value$537.9K
0.16%
Sole
0.00
Shared
0.00
None
2.57K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 759.89K | SH | $56.28M 16.60% | 0.00 | 0.00 | 759.89K |
ISHARES TRSOLE | CORE S&P500 ETF | 76.49K | SH | $52.39M 15.45% | 0.00 | 0.00 | 76.49K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 85.70K | SH | $41.81M 12.33% | 0.00 | 0.00 | 85.70K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 451.63K | SH | $37.82M 11.16% | 0.00 | 0.00 | 451.63K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 366.63K | SH | $26.97M 7.96% | 0.00 | 0.00 | 366.63K |
ISHARES TRSOLE | CORE S&P MCP ETF | 297.16K | SH | $19.61M 5.79% | 0.00 | 0.00 | 297.16K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 288.49K | SH | $14.51M 4.28% | 0.00 | 0.00 | 288.49K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 51.53K | SH | $10.84M 3.20% | 0.00 | 0.00 | 51.53K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 194.69K | SH | $10.47M 3.09% | 0.00 | 0.00 | 194.69K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 27.62K | SH | $9.26M 2.73% | 0.00 | 0.00 | 27.62K |
ISHARES TRSOLE | CORE MSCI TOTAL | 99.22K | SH | $8.40M 2.48% | 0.00 | 0.00 | 99.22K |
ISHARES TRSOLE | S&P SML 600 GWT | 56.55K | SH | $7.98M 2.35% | 0.00 | 0.00 | 56.55K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 193.07K | SH | $5.81M 1.71% | 0.00 | 0.00 | 193.07K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 21.01K | SH | $5.42M 1.60% | 0.00 | 0.00 | 21.01K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 26.40K | SH | $5.04M 1.49% | 0.00 | 0.00 | 26.40K |
ISHARES TRSOLE | CORE S&P SCP ETF | 32.46K | SH | $3.90M 1.15% | 0.00 | 0.00 | 32.46K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 23.50K | SH | $3.37M 0.99% | 0.00 | 0.00 | 23.50K |
APPLE INCSOLE | COM | 10.19K | SH | $2.77M 0.82% | 0.00 | 0.00 | 10.19K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 10.26K | SH | $2.17M 0.64% | 0.00 | 0.00 | 10.26K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 8.44K | SH | $1.19M 0.35% | 0.00 | 0.00 | 8.44K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.49K | SH | $1.01M 0.30% | 0.00 | 0.00 | 1.49K |
ISHARES TRSOLE | RUS 2000 GRW ETF | 2.38K | SH | $768.8K 0.23% | 0.00 | 0.00 | 2.38K |
ISHARES TRSOLE | SP SMCP600VL ETF | 6.15K | SH | $699.0K 0.21% | 0.00 | 0.00 | 6.15K |
CONSTELLATION ENERGY CORPSOLE | COM | 1.52K | SH | $538.7K 0.16% | 0.00 | 0.00 | 1.52K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 2.57K | SH | $537.9K 0.16% | 0.00 | 0.00 | 2.57K |
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