Newton One Investments LLC

Q3 2025 13F Holdings

  • Location
    newark, DE
  • Num holdings

    120

  • Value ($000)

    $337,687

  • Date Filed
    10/10/2025
  • Form type
    13F-HR
  • CIK
    0001842787
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$56.27M
17 %

756,648

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$52.67M
16 %

78,700

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$42.31M
13 %

88,228

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$37.82M
11 %

449,638

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$26.61M
8 %

372,909

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$19.59M
6 %

300,235

---

VANGUARD MUN BD FDS

TAX EXEMPT BD
922907746
$14.16M
4 %

282,764

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$10.63M
3 %

196,289

I
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$10.52M
3 %

51,664

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$9.33M
3 %

28,429

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