Newton One Investments LLC
Q4 2025 13F Holdings
- Locationnewark, DE
- Num holdings
120
- Value ($000)
$339,016
- Date Filed01/23/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $56.28M | 17 % | 759,888 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $52.39M | 16 % | 76,492 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $41.81M | 12 % | 85,702 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $37.82M | 11 % | 451,628 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $26.97M | 8 % | 366,632 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $19.61M | 6 % | 297,156 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $14.51M | 4 % | 288,485 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | $10.84M | 3 % | 51,527 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $10.47M | 3 % | 194,691 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $9.26M | 3 % | 27,621 |
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