Newton One Investments LLC Top Holdings and 13F Report (2025) About Newton One Investments LLCInvestment ActivityNewton One Investments LLC has $337.69 million in total holdings as of September 30, 2025.Newton One Investments LLC owns shares of 120 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 1.64% of the portfolio was purchased this quarter.About 0.86% of the portfolio was sold this quarter.This quarter, Newton One Investments LLC has purchased 128 new stocks and bought additional shares in 55 stocks.Newton One Investments LLC sold shares of 23 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $56,271,949iShares Core S&P 500 ETF $52,673,830Vanguard Growth ETF $42,314,885Vanguard Intermediate-Term Corporate Bond ETF $37,819,014Vanguard FTSE All-World ex-US ETF $26,614,517 Largest Purchases this Quarter iShares Core S&P 500 ETF 6,001 shares (about $4.02M)Vanguard Total Bond Market ETF 7,505 shares (about $558.15K)Vanguard Intermediate-Term Corporate Bond ETF 3,976 shares (about $334.42K)Vanguard Tax-Exempt Bond ETF 6,504 shares (about $325.66K)iShares Core S&P Mid-Cap ETF 1,360 shares (about $88.75K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 1,419 shares (about $945.22K)Vanguard Growth ETF 996 shares (about $477.69K)Vanguard Total Stock Market ETF 1,337 shares (about $438.76K)Vanguard FTSE All-World ex-US ETF 2,848 shares (about $203.26K)iShares Core MSCI Total International Stock ETF 1,771 shares (about $146.25K) 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 PortfolioSectorBNDVanguard Total Bond Market ETF$56,271,949$558,147 ▲1.0%756,64816.7%ETFIVViShares Core S&P 500 ETF$52,673,830$4,016,463 ▲8.3%78,70015.6%ETFVUGVanguard Growth ETF$42,314,885$477,690 ▼-1.1%88,22812.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$37,819,014$334,421 ▲0.9%449,63811.2%ETFVEUVanguard FTSE All-World ex-US ETF$26,614,517$203,262 ▼-0.8%372,9097.9%ETFIJHiShares Core S&P Mid-Cap ETF$19,593,346$88,754 ▲0.5%300,2355.8%ETFVTEBVanguard Tax-Exempt Bond ETF$14,158,013$325,656 ▲2.4%282,7644.2%ETFVWOVanguard FTSE Emerging Markets ETF$10,634,930$93,406 ▼-0.9%196,2893.1%ETFIWDiShares Russell 1000 Value ETF$10,518,321$20,766 ▲0.2%51,6643.1%ETFVTIVanguard Total Stock Market ETF$9,329,395$438,756 ▼-4.5%28,4292.8%ETFIJTiShares S&P Small-Cap 600 Growth ETF$8,176,225$44,148 ▲0.5%57,7832.4%ETFIXUSiShares Core MSCI Total International Stock ETF$8,101,107$146,249 ▼-1.8%98,1002.4%ManufacturingSCHMSchwab U.S. Mid-Cap ETF$5,694,440$24,097 ▲0.4%192,1201.7%ETFVBVanguard Small-Cap ETF$5,260,009$6,357 ▼-0.1%20,6861.6%ETFVTVVanguard Value ETF$4,801,040$74,597 ▲1.6%25,7441.4%ETFIJRiShares Core S&P Small-Cap ETF$3,774,989$26,143 ▼-0.7%31,7681.1%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,264,509$54,169 ▼-1.6%22,9011.0%ETFAAPLApple$2,539,662$2,801 ▲0.1%9,9740.8%Computer and TechnologyVBRVanguard Small-Cap Value ETF$2,133,313$3,548 ▲0.2%10,2210.6%ETFVTVanguard Total World Stock ETF$1,162,715$48,228 ▼-4.0%8,4380.3%ETFSPYSPDR S&P 500 ETF Trust$1,030,488$945,225 ▼-47.8%1,5470.3%FinanceIWOiShares Russell 2000 Growth ETF$790,009$5,442 ▼-0.7%2,4680.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$676,587$3,097 ▲0.5%6,1180.2%ETFVXFVanguard Extended Market ETF$542,155$419 ▲0.1%2,5900.2%ETFIWFiShares Russell 1000 Growth ETF$509,2930.0%1,0870.2%ETFCEGConstellation Energy$501,8320.0%1,5250.1%EnergyAONAON$476,2120.0%1,3350.1%FinanceIVWiShares S&P 500 Growth ETF$446,284$52,873 ▼-10.6%3,6970.1%ETFORCLOracle$435,870$844 ▲0.2%1,5500.1%Computer and TechnologyVVVanguard Large-Cap ETF$430,992$11,698 ▼-2.6%1,4000.1%ETFGSThe Goldman Sachs Group$403,754$2,389 ▲0.6%5070.1%FinanceMETAMeta Platforms$402,6350.0%5480.1%Computer and TechnologyDFUVDimensional US Marketwide Value ETF$375,001$1,564 ▲0.4%8,3910.1%ETFIVEiShares S&P 500 Value ETF$361,8290.0%1,7520.1%ETFJPMJPMorgan Chase & Co.$340,927$1,577 ▲0.5%1,0810.1%FinanceMCDMcDonald's$319,844$1,824 ▲0.6%1,0520.1%Retail/WholesaleDEDeere & Company$295,998$915 ▲0.3%6470.1%IndustrialsAMZNAmazon.com$281,0500.0%1,2800.1%Retail/WholesaleIWViShares Russell 3000 ETF$221,554$757 ▲0.3%5850.1%ETFUNHUnitedHealth Group$213,360$1,381 ▲0.7%6180.1%MedicalVGKVanguard FTSE Europe ETF$208,666$559 ▲0.3%2,6150.1%ETFEXCExelon$206,0510.0%4,5780.1%UtilitiesVPLVanguard FTSE Pacific ETF$182,223$1,230 ▲0.7%2,0740.1%ETFVYMVanguard High Dividend Yield ETF$181,5550.0%1,2880.1%ETFDFASDimensional U.S. Small Cap ETF$158,380$205 ▲0.1%2,3130.0%ETFPMPhilip Morris International$139,036$324 ▲0.2%8570.0%Consumer StaplesVIGVanguard Dividend Appreciation ETF$135,924$647 ▲0.5%6300.0%ETFPGProcter & Gamble$135,536$922 ▲0.7%8820.0%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$121,249$20,339 ▼-14.4%1,3890.0%ETFDOLWisdomTree International LargeCap Dividend Fund$115,369$5,853 ▼-4.8%1,8530.0%FinanceIBMInternational Business Machines$99,769$846 ▲0.9%3540.0%Computer and TechnologyIYWiShares U.S. Technology ETF$93,6620.0%4780.0%ManufacturingSCHESchwab Emerging Markets Equity ETF$89,703$72,650 ▼-44.7%2,6880.0%ETFPEPPepsiCo$88,078$843 ▲1.0%6270.0%Consumer StaplesSCHCSchwab International Small-Cap Equity ETF$83,519$89,345 ▼-51.7%1,8350.0%ETFATECAlphatec$79,9700.0%5,5000.0%MedicalIWMiShares Russell 2000 ETF$79,344$242 ▲0.3%3280.0%FinanceVONGVanguard Russell 1000 Growth ETF$78,928$11,327 ▼-12.6%6550.0%ETFESGVVanguard ESG U.S. Stock ETF$73,0760.0%6170.0%ETFVONVVanguard Russell 1000 Value ETF$71,407$2,860 ▼-3.9%7990.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$61,0180.0%1020.0%ETFBRK.BBerkshire Hathaway$58,821$50,274 ▼-46.1%1170.0%FinanceDGROiShares Core Dividend Growth ETF$58,6970.0%8620.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$57,655$7,231 ▼-11.1%6060.0%ETFPPLPPL$56,6320.0%1,5240.0%UtilitiesDGRWWisdomTree U.S. Quality Dividend Growth Fund$52,9320.0%5950.0%ManufacturingEMREmerson Electric$51,654$262 ▲0.5%3940.0%IndustrialsCVXChevron$51,374$621 ▲1.2%3310.0%EnergyCWISPDR MSCI ACWI ex-US ETF$49,5620.0%1,4190.0%ETFVOVanguard Mid-Cap ETF$49,0550.0%1670.0%ETFVANECK BITCOIN ETF$48,782$5,924 ▲13.8%1,5070.0%SH BEN INTGOOGLAlphabet$48,671$48,914 ▼-50.1%2000.0%Computer and TechnologyNFLXNetflix$45,5590.0%380.0%Consumer DiscretionaryADPAutomatic Data Processing$43,325$293 ▲0.7%1480.0%Computer and TechnologyVZVerizon Communications$43,264$44 ▲0.1%9840.0%Computer and TechnologyMSFTMicrosoft$38,9530.0%750.0%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$37,7070.0%5720.0%ETFAPDAir Products and Chemicals$36,346$273 ▲0.8%1330.0%Basic MaterialsJNJJohnson & Johnson$28,169$185 ▲0.7%1520.0%MedicalTAT&T$26,8280.0%9500.0%Computer and TechnologyMOAltria Group$26,791$462 ▲1.8%4060.0%Consumer StaplesWFCWells Fargo & Company$25,943$167 ▲0.6%3100.0%FinanceXOMExxon Mobil$22,846$225 ▲1.0%2030.0%EnergyQCOMQUALCOMM$21,973$166 ▲0.8%1320.0%Computer and TechnologyLYFTLyft$21,1740.0%9620.0%Computer and TechnologyUTZUtz Brands$20,812$97 ▲0.5%1,7130.0%Consumer StaplesGEGE Aerospace$18,8850.0%630.0%AerospaceVSGXVanguard ESG International Stock ETF$18,784$139 ▲0.7%2710.0%ETFHDHome Depot$16,2960.0%400.0%Retail/WholesaleSCZiShares MSCI EAFE Small-Cap ETF$16,2680.0%2120.0%ETFPINSPinterest$16,0850.0%5000.0%Computer and TechnologyMMM3M$15,798$155 ▲1.0%1020.0%Multi-Sector ConglomeratesCMCSAComcast$15,4280.0%4910.0%Consumer DiscretionaryMDLZMondelez International$15,197$63 ▲0.4%2430.0%Consumer StaplesECLEcolab$14,0690.0%510.0%Basic MaterialsDDDuPont de Nemours$13,932$78 ▲0.6%1790.0%Basic MaterialsTSLATesla$13,342$33,355 ▼-71.4%300.0%Auto/Tires/TrucksCTVACorteva$11,899$68 ▲0.6%1760.0%Consumer StaplesCSCOCisco Systems$11,0190.0%1610.0%Computer and TechnologyUNMUnum Group$10,656$78 ▲0.7%1370.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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