Newton One Investments LLC Top Holdings and 13F Report (2026) About Newton One Investments LLCInvestment ActivityNewton One Investments LLC has $368.49 million in total holdings as of March 31, 2026.Newton One Investments LLC owns shares of 121 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 12.95% of the portfolio was purchased this quarter.About 3.18% of the portfolio was sold this quarter.This quarter, Newton One Investments LLC has purchased 120 new stocks and bought additional shares in 48 stocks.Newton One Investments LLC sold shares of 31 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $57,937,396iShares Core S&P 500 ETF $49,232,792Vanguard Intermediate-Term Corporate Bond ETF $38,456,439Vanguard Growth ETF $37,765,503Vanguard Value ETF $28,918,419 Largest New Holdings this Quarter 925283103 - VERSANT MEDIA GROUP INC $704 Holding Largest Purchases this Quarter Vanguard Value ETF 120,991 shares (about $23.74M)iShares Core S&P Small-Cap ETF 103,683 shares (about $12.89M)Vanguard FTSE All-World ex-US Small-Cap ETF 43,693 shares (about $6.37M)Vanguard Total Bond Market ETF 26,877 shares (about $1.98M)Vanguard Intermediate-Term Corporate Bond ETF 13,102 shares (about $1.08M) Largest Sales this Quarter iShares S&P Small-Cap 600 Growth ETF 44,934 shares (about $6.50M)Vanguard FTSE All-World ex-US ETF 36,501 shares (about $2.74M)iShares Core S&P 500 ETF 1,121 shares (about $732.24K)Vanguard FTSE Emerging Markets ETF 11,354 shares (about $613.68K)iShares Core MSCI Total International Stock ETF 3,661 shares (about $317.19K) 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$57,937,396$1,979,223 ▲3.5%786,76515.7%ETFIVViShares Core S&P 500 ETF$49,232,792$732,244 ▼-1.5%75,37113.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$38,456,439$1,084,191 ▲2.9%464,73010.4%ETFVUGVanguard Growth ETF$37,765,503$331,525 ▲0.9%86,46110.2%ETFVTVVanguard Value ETF$28,918,419$23,738,362 ▲458.3%147,3937.8%ETFVEUVanguard FTSE All-World ex-US ETF$24,792,861$2,741,228 ▼-10.0%330,1316.7%ETFIJHiShares Core S&P Mid-Cap ETF$20,255,974$189,017 ▲0.9%299,9555.5%ETFIJRiShares Core S&P Small-Cap ETF$16,924,068$12,888,839 ▲319.4%136,1444.6%ETFVTEBVanguard Tax-Exempt Bond ETF$15,090,561$698,060 ▲4.9%302,4774.1%ETFIWDiShares Russell 1000 Value ETF$10,834,435$175,424 ▼-1.6%50,7062.9%ETFVWOVanguard FTSE Emerging Markets ETF$9,909,362$613,684 ▼-5.8%183,3372.7%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$9,796,594$6,369,966 ▲185.9%67,1972.7%ETFVTIVanguard Total Stock Market ETF$9,090,362$229,376 ▲2.6%28,3362.5%ETFIXUSiShares Core MSCI Total International Stock ETF$8,278,994$317,190 ▼-3.7%95,5562.2%ManufacturingSCHMSchwab U.S. Mid-Cap ETF$5,909,797$67,586 ▼-1.1%190,8851.6%ETFVBVanguard Small-Cap ETF$5,501,731$1,310 ▼0.0%21,0051.5%ETFAAPLApple$2,589,497$2,284 ▲0.1%10,2030.7%Computer and TechnologyVBRVanguard Small-Cap Value ETF$2,205,251$22,593 ▼-1.0%10,1510.6%ETFIJTiShares S&P Small-Cap 600 Growth ETF$1,680,609$6,502,194 ▼-79.5%11,6140.5%ETFVTVanguard Total World Stock ETF$1,004,355$162,805 ▼-13.9%7,2610.3%ETFSPYSPDR S&P 500 ETF Trust$970,501$2,602 ▲0.3%1,4920.3%FinanceIJSiShares S&P Small-Cap 600 Value ETF$909,900$181,814 ▲25.0%7,6820.2%ETFIWOiShares Russell 2000 Growth ETF$722,341$24,475 ▼-3.3%2,3020.2%ETFVXFVanguard Extended Market ETF$529,727$412 ▲0.1%2,5740.1%ETFIWFiShares Russell 1000 Growth ETF$452,530$5,971 ▼-1.3%1,0610.1%ETFGSThe Goldman Sachs Group$433,255$2,539 ▲0.6%5120.1%FinanceAONAON$432,041$969 ▲0.2%1,3380.1%FinanceCEGConstellation Energy$425,8570.0%1,5250.1%EnergyIVWiShares S&P 500 Growth ETF$418,1510.0%3,6970.1%ETFDFUVDimensional US Marketwide Value ETF$409,428$1,454 ▲0.4%8,4490.1%ETFVVVanguard Large-Cap ETF$384,907$10,758 ▼-2.7%1,2880.1%ETFDEDeere & Company$366,920$564 ▲0.2%6510.1%IndustrialsIVEiShares S&P 500 Value ETF$366,369$3,590 ▼-1.0%1,7350.1%ETFMCDMcDonald's$330,879$1,864 ▲0.6%1,0650.1%Retail/WholesaleJPMJPMorgan Chase & Co.$321,019$1,471 ▲0.5%1,0910.1%FinanceMETAMeta Platforms$314,2250.0%5490.1%Computer and TechnologyAMZNAmazon.com$266,5860.0%1,2800.1%Retail/WholesaleORCLOracle$229,050$588 ▲0.3%1,5570.1%Computer and TechnologyEXCExelon$224,4080.0%4,5780.1%UtilitiesVGKVanguard FTSE Europe ETF$189,020$28,522 ▼-13.1%2,2930.1%ETFVPLVanguard FTSE Pacific ETF$185,991$22,186 ▼-10.7%1,9030.1%ETFIWViShares Russell 3000 ETF$175,426$41,909 ▼-19.3%4730.0%ETFNVDANVIDIA$174,4100.0%1,0000.0%Computer and TechnologyUNHUnitedHealth Group$169,505$1,083 ▲0.6%6260.0%MedicalDFASDimensional U.S. Small Cap ETF$164,979$142 ▲0.1%2,3190.0%ETFPMPhilip Morris International$142,728$496 ▲0.3%8630.0%Consumer StaplesVIGVanguard Dividend Appreciation ETF$137,084$430 ▲0.3%6370.0%ETFPGProcter & Gamble$129,183$867 ▲0.7%8940.0%Consumer StaplesVYMVanguard High Dividend Yield ETF$125,304$65,466 ▼-34.3%8460.0%ETFPEPPepsiCo$99,284$1,864 ▲1.9%6390.0%Consumer StaplesSCHESchwab Emerging Markets Equity ETF$91,0840.0%2,7640.0%ETFSCHCSchwab International Small-Cap Equity ETF$88,7770.0%1,8990.0%ETFIYWiShares U.S. Technology ETF$86,813$181 ▲0.2%4790.0%ManufacturingIBMInternational Business Machines$86,748$485 ▲0.6%3580.0%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$84,284$36,393 ▼-30.2%9310.0%ETFIWMiShares Russell 2000 ETF$78,654$2,977 ▼-3.6%3170.0%FinanceVONVVanguard Russell 1000 Value ETF$70,680$4,218 ▼-5.6%7540.0%ETFCVXChevron$69,880$620 ▲0.9%3380.0%EnergyVONGVanguard Russell 1000 Growth ETF$69,105$110 ▼-0.2%6300.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$63,1400.0%1020.0%ETFDGROiShares Core Dividend Growth ETF$60,5080.0%8620.0%ETFATECAlphatec$59,8400.0%5,5000.0%MedicalESGVVanguard ESG U.S. Stock ETF$58,363$10,999 ▼-15.9%5200.0%ETFPPLPPL$58,2170.0%1,5240.0%UtilitiesGOOGLAlphabet$57,5720.0%2000.0%Computer and TechnologyBRK.BBerkshire Hathaway$56,0670.0%1170.0%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$52,2650.0%5950.0%ManufacturingEMREmerson Electric$52,006$262 ▲0.5%3970.0%IndustrialsVZVerizon Communications$49,530$50 ▲0.1%9870.0%Computer and TechnologyCWISPDR MSCI ACWI ex-US ETF$48,241$4,612 ▼-8.7%1,3180.0%ETFVOVanguard Mid-Cap ETF$47,9600.0%1670.0%ETFDOLWisdomTree International LargeCap Dividend Fund$42,911$83,102 ▼-65.9%6310.0%FinanceAPDAir Products and Chemicals$39,228$291 ▲0.7%1350.0%Basic MaterialsJNJJohnson & Johnson$37,4260.0%1530.0%MedicalNFLXNetflix$36,5370.0%3800.0%Consumer DiscretionaryXOMExxonMobil$34,913$339 ▲1.0%2060.0%EnergyIEMGiShares Core MSCI Emerging Markets ETF$32,853$1,814 ▼-5.2%4710.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$30,512$3,617 ▼-10.6%3290.0%ETFADPAutomatic Data Processing$30,217$203 ▲0.7%1490.0%Computer and TechnologyMSFTMicrosoft$27,8860.0%750.0%Computer and TechnologyMOAltria Group$27,691$527 ▲1.9%4200.0%Consumer StaplesTAT&T$27,5410.0%9500.0%Computer and TechnologyWFCWells Fargo & Company$24,907$159 ▲0.6%3130.0%FinanceHDHome Depot$19,805$6,602 ▲50.0%600.0%Retail/WholesaleGEGE Aerospace$17,8570.0%630.0%AerospaceQCOMQualcomm$17,212$128 ▲0.8%1340.0%Computer and TechnologyMMM3M$14,925$145 ▲1.0%1030.0%Multi-Sector ConglomeratesCTVACorteva$14,803$84 ▲0.6%1770.0%Consumer StaplesMDLZMondelez International$14,261$115 ▲0.8%2470.0%Consumer StaplesVSGXVanguard ESG International Stock ETF$14,139$5,096 ▼-26.5%1970.0%ETFCMCSAComcast$14,0970.0%4910.0%Consumer DiscretionaryECLEcolab$13,735$264 ▲2.0%520.0%Basic MaterialsUTZUtz Brands$13,718$87 ▲0.6%1,7320.0%Consumer StaplesGE VERNOVA INC$13,1310.0%150.0%COMLYFTLyft$12,7950.0%9620.0%Computer and TechnologyCSCOCisco Systems$12,4960.0%1610.0%Computer and TechnologySCZiShares MSCI EAFE Small-Cap ETF$11,853$5,102 ▼-30.1%1510.0%ETFTSLATesla$11,1530.0%300.0%Auto/Tires/TrucksKOCocaCola$10,3990.0%1370.0%Consumer StaplesUNMUnum Group$10,128$73 ▲0.7%1390.0%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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