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CIK: 0001842787
Total reported value
$397.1M
$397.1M
118 檔
42.7%
According to the latest 13F quarterly dataset, Newton One Investments LLC managed an equity portfolio of $397.1M at the end of Q1 2025, spanning 118 distinct U.S. exchange-listed positions.
In Q1 2025, Newton One Investments LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 19.74% | -1.73% | +5.02% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 13.04% | -1.13% | +2.81% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 11.38% | +0.72% | +0.49% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 8.29% | +0.12% | +5.79% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.17% | +0.43% | +891.24% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.86% | +0.20% | +1.17% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 5.13% | -0.15% | +2.48% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.46% | +0.12% | -0.67% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.22% | +0.03% | +6.31% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.08% | +0.14% | +3.94% | |
| 11 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 2.57% | +0.06% | +7.11% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.49% | +0.05% | +1.38% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.12% | +0.17% | -0.19% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.66% | +0.12% | +0.33% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.47% | +0.23% | -0.04% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.08% | +0.36% | -15.55% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.95% | -0.07% | +9.96% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.83% | +0.06% | +0.11% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.69% | +0.01% | +1.04% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | +0.02% | -1.22% | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.50% | — | -67.79% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.23% | +0.02% | +2.77% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.21% | +0.02% | +0.38% | |
| 24 | AON | Aon plc | Stock-Financials | 0.19% | -0.01% | — | |
| 25 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.16% | +0.02% | -0.04% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.14% | — | -2.25% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.14% | +0.01% | — | |
| 28 | VV | Vanguard Large-cap ETF | ETF-Other | 0.13% | — | — | |
| 29 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.12% | +0.01% | +0.39% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.12% | — | -1.85% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.12% | -0.02% | +0.58% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.11% | +0.02% | -0.16% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.11% | -0.01% | — | |
| 34 | CEG | Constellation Energy | Stock-Utilities | 0.11% | -0.02% | — | |
| 35 | DE | Deere & Co | Stock-Industrials | 0.11% | — | +0.31% | |
| 36 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.10% | +0.01% | +0.40% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.09% | — | +0.47% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.09% | +0.07% | — | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.08% | — | +0.20% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.08% | — | -11.73% | |
| 41 | EXC | Exelon CORP | Stock-Utilities | 0.08% | -0.01% | — | |
| 42 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.07% | — | -9.77% | |
| 43 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.06% | — | +0.43% | |
| 44 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.05% | +0.01% | +0.59% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.05% | — | +0.58% | |
| 46 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.05% | +0.01% | +0.09% | |
| 47 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.05% | — | — | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.05% | — | +0.47% | |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.05% | +0.01% | — | |
| 50 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-Other | 0.05% | — | — |
According to official SEC Form 13F filings, Newton One Investments LLC reported a total U.S. public equity portfolio value of $397.1M across 118 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BND, VCIT, VUG) accounted for 42.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
BND
市值: $55.2M
During Q1 2025, Newton One Investments LLC's top holdings by market value included BND (19.7%)、VCIT (13.0%)、VUG (11.4%). The largest single position, BND, represented 19.7% of total portfolio value.
In Q1 2025, Newton One Investments LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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