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Newton One Investments LLC

Q1 2026 13F Holdings

  • Location
    newark, DE
  • Num holdings

    121

  • Value ($000)

    $368,493

  • Date Filed
    04/24/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$57.94M
16 %

786,765

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$49.23M
13 %

75,371

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$38.46M
10 %

464,730

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$37.77M
10 %

86,461

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$28.92M
8 %

147,393

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$24.79M
7 %

330,131

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$20.26M
6 %

299,955

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$16.92M
5 %

136,144

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VANGUARD MUN BD FDS

TAX EXEMPT BD
922907746
$15.09M
4 %

302,477

I
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$10.83M
3 %

50,706

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