Newton One Investments LLC
Q3 2025 13F Holdings
- Locationnewark, DE
- Num holdings
120
- Value ($000)
$337,687
- Date Filed10/10/2025
- Form type13F-HR
- CIK0001842787
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $56.27 M | 17 % | 756,648 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $52.67 M | 16 % | 78,700 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $42.31 M | 13 % | 88,228 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $37.82 M | 11 % | 449,638 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $26.61 M | 8 % | 372,909 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $19.59 M | 6 % | 300,235 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $14.16 M | 4 % | 282,764 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $10.63 M | 3 % | 196,289 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $10.52 M | 3 % | 51,664 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $9.33 M | 3 % | 28,429 |
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