Newton One Investments LLC — 13F holdings

Newton One Investments LLC reported 150 holdings worth $392M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

  1. IVV ISHARES TR — $55.9M (14.3%)
  2. BND VANGUARD BD INDEX FDS — $54.8M (14.0%)
  3. VUG VANGUARD INDEX FDS — $45.2M (11.5%)
  4. VCIT VANGUARD SCOTTSDALE FDS — $36.2M (9.2%)
  5. VTV VANGUARD INDEX FDS — $31.8M (8.1%)
  6. VEU VANGUARD INTL EQUITY INDEX F — $27.0M (6.9%)
  7. IJH ISHARES TR — $21.3M (5.4%)
  8. IJR ISHARES TR — $18.3M (4.7%)
  9. VTEB VANGUARD MUN BD FDS — $15.0M (3.8%)
  10. IWD ISHARES TR — $12.0M (3.1%)