Newton One Investments LLC Top Holdings and 13F Report (2026) About Newton One Investments LLCInvestment ActivityNewton One Investments LLC has $392.04 million in total holdings as of September 30, 2026.Newton One Investments LLC owns shares of 150 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 1.08% of the portfolio was purchased this quarter.About 0.71% of the portfolio was sold this quarter.This quarter, Newton One Investments LLC has purchased 146 new stocks and bought additional shares in 38 stocks.Newton One Investments LLC sold shares of 38 stocks and completely divested from 27 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $55,893,811Vanguard Total Bond Market ETF $54,845,330Vanguard Growth ETF $45,193,378Vanguard Intermediate-Term Corporate Bond ETF $36,188,116Vanguard Value ETF $31,752,039 Largest New Holdings this Quarter 67066G104 - NVIDIA $34,257 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $22,479 Holding02079K107 - Alphabet $11,576 Holding26614N201 - DUPONT DE NEMOURS INC $7,832 Holding336433107 - First Solar $5,255 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 25,034 shares (about $1.76M)Vanguard Intermediate-Term Corporate Bond ETF 15,031 shares (about $1.18M)Vanguard Tax-Exempt Bond ETF 7,358 shares (about $348.47K)iShares Core S&P Small-Cap ETF 1,992 shares (about $270.99K)iShares Core S&P Mid-Cap ETF 1,931 shares (about $138.94K) Largest Sales this Quarter Vanguard Total Stock Market ETF 1,395 shares (about $522.07K)iShares Russell 1000 Value ETF 1,585 shares (about $392.97K)Vanguard Growth ETF 4,346 shares (about $391.62K)iShares S&P Small-Cap 600 Growth ETF 1,143 shares (about $183.26K)iShares S&P Small-Cap 600 Value ETF 815 shares (about $104.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNewton One Investments LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$55,893,811$94,965 ▼-0.2%72,98314.3%ETFBNDVanguard Total Bond Market ETF$54,845,330$1,756,136 ▲3.3%781,82914.0%ETFVUGVanguard Growth ETF$45,193,378$391,618 ▼-0.9%501,53611.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$36,188,116$1,177,077 ▲3.4%462,1149.2%ETFVTVVanguard Value ETF$31,752,039$62,015 ▼-0.2%146,9468.1%ETFVEUVanguard FTSE All-World ex-US ETF$27,001,862$65,297 ▲0.2%325,4416.9%ETFIJHiShares Core S&P Mid-Cap ETF$21,273,991$138,936 ▲0.7%295,6775.4%ETFIJRiShares Core S&P Small-Cap ETF$18,289,775$270,992 ▲1.5%134,4444.7%ETFVTEBVanguard Tax-Exempt Bond ETF$15,032,239$348,475 ▲2.4%317,4043.8%ETFIWDiShares Russell 1000 Value ETF$12,033,278$392,969 ▼-3.2%48,5353.1%ETFVWOVanguard FTSE Emerging Markets ETF$10,820,851$90,744 ▲0.8%182,4462.8%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$10,458,951$104,794 ▲1.0%67,3682.7%ETFVTIVanguard Total Stock Market ETF$9,978,846$522,071 ▼-5.0%26,6642.5%ETFIXUSiShares Core MSCI Total International Stock ETF$9,157,701$68,393 ▲0.8%96,4072.3%ETFSCHMSchwab U.S. Mid-Cap ETF$6,510,084$32,999 ▲0.5%191,3601.7%ETFVBVanguard Small-Cap ETF$6,000,835$14,509 ▲0.2%21,0931.5%ETFAAPLApple$3,498,044$17,317 ▲0.5%10,5040.9%TechnologyVBRVanguard Small-Cap Value ETF$2,241,921$64,458 ▼-2.8%9,7040.6%ETFIJTiShares S&P Small-Cap 600 Growth ETF$1,658,191$183,264 ▼-10.0%10,3420.4%ETFSPYSPDR S&P 500 ETF Trust$1,133,967$3,050 ▲0.3%1,4870.3%ETFVTVanguard Total World Stock ETF$1,060,610$29,203 ▼-2.7%6,7190.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$883,630$104,401 ▼-10.6%6,8980.2%ETFIWOiShares Russell 2000 Growth ETF$782,805$9,281 ▼-1.2%2,1930.2%ETFVXFVanguard Extended Market ETF$589,103$6,950 ▼-1.2%2,5430.2%ETFAMZNAmazon.com$567,564$498 ▼-0.1%2,2780.1%Consumer DiscretionaryIVWiShares S&P 500 Growth ETF$492,9100.0%3,4650.1%ETFDFUVDimensional US Marketwide Value ETF$467,847$1,650 ▲0.4%8,5060.1%ETFGSThe Goldman Sachs Group$465,663$2,702 ▲0.6%5170.1%FinanceIWFiShares Russell 1000 Growth ETF$449,719$20,670 ▼-4.4%3,5900.1%ETFDEDeere & Company$439,812$1,343 ▲0.3%6550.1%IndustrialsMETAMeta Platforms$398,9560.0%5500.1%Communication ServicesIVEiShares S&P 500 Value ETF$396,0910.0%1,7350.1%ETFVVVanguard Large-Cap ETF$393,003$28,851 ▼-6.8%1,1170.1%ETFCEGConstellation Energy$387,3810.0%1,5250.1%UtilitiesAONAON$370,4560.0%1,3380.1%FinanceJPMJPMorgan Chase & Co.$364,317$1,324 ▲0.4%1,1010.1%FinanceMCDMcDonald's$225,558$21,932 ▼-8.9%9770.1%Consumer DiscretionaryORCLOracle$215,299$961 ▲0.4%1,5680.1%TechnologyVPLVanguard FTSE Pacific ETF$214,377$6,022 ▼-2.7%1,8510.1%ETFVGKVanguard FTSE Europe ETF$202,271$434 ▲0.2%2,3300.1%ETFIWViShares Russell 3000 ETF$200,462$2,160 ▼-1.1%4640.1%ETFEXCExelon$184,9470.0%4,5780.0%UtilitiesUNHUnitedHealth Group$182,094$49,195 ▼-21.3%4960.0%HealthcareDFASDimensional U.S. Small Cap ETF$180,061$232 ▲0.1%2,3260.0%ETFPMPhilip Morris International$165,806$572 ▲0.3%8690.0%Consumer StaplesVIGVanguard Dividend Appreciation ETF$149,933$700 ▲0.5%6430.0%ETFPGProcter & Gamble$131,925$17,144 ▼-11.5%9080.0%Consumer StaplesIYWiShares U.S. Technology ETF$126,8200.0%4790.0%ETFVYMVanguard High Dividend Yield ETF$126,1900.0%8130.0%ETFIEFAiShares Core MSCI EAFE ETF$93,1220.0%9610.0%ETFSCHESchwab Emerging Markets Equity ETF$91,043$9,841 ▼-9.8%2,4980.0%ETFIWMiShares Russell 2000 ETF$87,0610.0%3130.0%ETFIBMInternational Business Machines$86,394$7,254 ▲9.2%3930.0%TechnologyESGVVanguard ESG U.S. Stock ETF$85,757$6,096 ▼-6.6%6330.0%ETFSCHCSchwab International Small-Cap Equity ETF$81,159$13,527 ▼-14.3%1,6320.0%ETFVONVVanguard Russell 1000 Value ETF$72,829$7,609 ▼-9.5%6700.0%ETFGOOGLAlphabet$68,8870.0%2000.0%Communication ServicesVONGVanguard Russell 1000 Growth ETF$68,333$3,223 ▼-4.5%5300.0%ETFPEPPepsiCo$66,438$15,468 ▼-18.9%5240.0%Consumer StaplesDGROiShares Core Dividend Growth ETF$65,0000.0%8620.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$63,2890.0%960.0%ETFEMREmerson Electric$62,033$310 ▲0.5%4000.0%IndustrialsBRK.BBerkshire Hathaway$58,2610.0%1170.0%FinanceATECAlphatec$56,7600.0%5,5000.0%HealthcareCVXChevron$54,149$25,746 ▼-32.2%2650.0%EnergyCWISPDR MSCI ACWI ex-US ETF$52,3990.0%1,2970.0%ETFVOVanguard Mid-Cap ETF$52,3850.0%6680.0%ETFPPLPPL$50,1250.0%1,5240.0%UtilitiesDOLWisdomTree International LargeCap Dividend Fund$46,9010.0%6310.0%ETFJNJJohnson & Johnson$46,173$5,307 ▲13.0%1740.0%HealthcareVZVerizon Communications$45,353$17,334 ▼-27.7%9890.0%Communication ServicesDGRWWisdomTree U.S. Quality Dividend Growth Fund$44,439$13,419 ▼-23.2%4570.0%ETFMSFTMicrosoft$38,7030.0%750.0%TechnologyIEMGiShares Core MSCI Emerging Markets ETF$38,2270.0%4710.0%ETFAPDAir Products and Chemicals$38,021$278 ▲0.7%1370.0%MaterialsNVDANVIDIA$34,257$34,257 ▲New Holding1500.0%TechnologyMOAltria Group$29,092$404 ▲1.4%4320.0%Consumer StaplesNFLXNetflix$26,441$17,395 ▼-39.7%3800.0%Communication ServicesADPAutomatic Data Processing$26,397$12,422 ▼-32.0%1020.0%IndustrialsUTZUtz Brands$25,076$199 ▲0.8%1,7600.0%Consumer StaplesQCOMQualcomm$24,823$184 ▲0.7%1350.0%TechnologyTAT&T$23,1800.0%9500.0%Communication ServicesEXXONMOBIL HOLDINGS CORP$22,479$22,479 ▲New Holding1380.0%COM SHSVSGXVanguard ESG International Stock ETF$21,301$162 ▲0.8%2630.0%ETFRVMDRevolution Medicines$20,5260.0%1000.0%HealthcareGEGE Aerospace$19,710$9,699 ▼-33.0%630.0%IndustrialsCSCOCisco Systems$17,334$26,916 ▼-60.8%1610.0%TechnologyHDHome Depot$17,215$45,719 ▼-72.6%610.0%Consumer DiscretionaryMMM3M$17,034$164 ▲1.0%1040.0%IndustrialsMDLZMondelez International$14,551$115 ▲0.8%2520.0%Consumer StaplesLYFTLyft$14,4400.0%9620.0%IndustrialsGE VERNOVA INC$14,312$7,633 ▼-34.8%150.0%COMECLEcolab$14,2530.0%520.0%MaterialsCTVACorteva$13,794$77 ▲0.6%1780.0%MaterialsSCZiShares MSCI EAFE Small-Cap ETF$12,9390.0%1530.0%ETFWFCWells Fargo & Company$12,488$12,728 ▼-50.5%1560.0%FinanceUNMUnum Group$12,302$88 ▲0.7%1400.0%FinanceVANECK BITCOIN ETF$12,2360.0%5180.0%SH BEN INTUSMViShares MSCI USA Min Vol Factor ETF$11,986$20,074 ▼-62.6%1230.0%ETFKOCoca-Cola$11,929$86 ▲0.7%1390.0%Consumer StaplesShowing largest 100 holdings. 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