Newton One Investments LLC
CIK: 0001842787SEC EDGAR →
Portfolio Value
$339.0M
Holdings
120
As of
Q4 2025
New Positions
0
Closed Positions
8
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 759,888 | $56.3M | 16.60% |
| 2 | ISHARES TR | 76,492 | $52.4M | 15.45% |
| 3 | VANGUARD INDEX FDS | 85,702 | $41.8M | 12.33% |
| 4 | VANGUARD SCOTTSDALE FDS | 451,628 | $37.8M | 11.16% |
| 5 | VANGUARD INTL EQUITY INDEX F | 366,632 | $27.0M | 7.96% |
| 6 | ISHARES TR | 297,156 | $19.6M | 5.78% |
| 7 | VANGUARD MUN BD FDS | 288,485 | $14.5M | 4.28% |
| 8 | ISHARES TR | 51,527 | $10.8M | 3.20% |
| 9 | VANGUARD INTL EQUITY INDEX F | 194,691 | $10.5M | 3.09% |
| 10 | VANGUARD INDEX FDS | 27,621 | $9.3M | 2.73% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 59 | $332.0M | 97.9% |
| Technology | 9 | $3.7M | 1.1% |
| Consumer Cyclical | 6 | $649K | 0.2% |
| Utilities | 4 | $608K | 0.2% |
| Communication Services | 9 | $520K | 0.2% |
| Industrials | 6 | $430K | 0.1% |
| Healthcare | 7 | $365K | 0.1% |
| Unknown | 4 | $321K | 0.1% |
| Consumer Defensive | 8 | $281K | 0.1% |
| Energy | 2 | $74K | 0.0% |
| Basic Materials | 5 | $68K | 0.0% |
| Real Estate | 1 | $0 | 0.0% |