Institutions / Newton One Investments LLC
Newton One Investments LLC
CIK 1842787 · Institution · as of Dec 31, 2025
Portfolio value
$339.02M
Positions
120
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 120 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Bd Index Fds | $56.28M | 16.6% |
| iShares Tr | $52.39M | 15.5% |
| Vanguard Index Fds | $41.81M | 12.3% |
| Vanguard Scottsdale Fds | $37.82M | 11.2% |
| Vanguard Intl Equity Index F | $26.97M | 8.0% |
| iShares Tr | $19.61M | 5.8% |
| Vanguard Mun Bd Fds | $14.51M | 4.3% |
| iShares Tr | $10.84M | 3.2% |
| Vanguard Intl Equity Index F | $10.47M | 3.1% |
| Vanguard Index Fds | $9.26M | 2.7% |
| iShares MSCI UAE ETF | $8.40M | 2.5% |
| iShares Tr | $7.98M | 2.4% |
| Schwab Strategic Tr | $5.81M | 1.7% |
| Vanguard Index Fds | $5.42M | 1.6% |
| Vanguard Index Fds | $5.04M | 1.5% |
| iShares Tr | $3.90M | 1.2% |
| Vanguard Intl Equity Index F | $3.37M | 1.0% |
| Apple Inc. | $2.77M | 0.8% |
| Vanguard Index Fds | $2.17M | 0.6% |
| Vanguard Intl Equity Index F | $1.19M | 0.4% |
| SPDR S&P 500 ETF Tr | $1.01M | 0.3% |
| iShares Tr | $768.8K | 0.2% |
| iShares Tr | $699.0K | 0.2% |
| Constellation Energy Corp | $538.7K | 0.2% |
| Vanguard Index Fds | $537.9K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.