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CIK: 0001842787
Total reported value
$397.1M
$397.1M
121 檔
53.5%
During the Q1 2026 filing period, Newton One Investments LLC (CIK: 0001842787) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $397.1M across 121 reported positions.
In Q1 2026, Newton One Investments LLC displayed an active expansion posture, initiating 1 new positions and adding to 48 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 15.72% | -1.73% | +3.54% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.36% | +0.43% | -1.47% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 10.44% | -1.13% | +2.90% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 10.25% | +0.72% | +0.89% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 7.85% | +0.23% | +458.26% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 6.73% | +0.12% | -9.96% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.50% | +0.20% | +0.94% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.59% | +0.36% | +319.41% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.10% | -0.15% | +4.85% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.94% | +0.12% | -1.59% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.69% | +0.03% | -5.83% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.66% | -0.07% | +185.90% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.47% | +0.14% | +2.59% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.25% | +0.05% | -3.69% | |
| 15 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.60% | +0.17% | -1.13% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.49% | +0.12% | -0.02% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.70% | +0.06% | +0.09% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.60% | +0.01% | -1.01% | |
| 19 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.46% | +0.06% | -79.46% | |
| 20 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.27% | — | -13.95% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | +0.02% | +0.27% | |
| 22 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.25% | +0.02% | +24.97% | |
| 23 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.20% | +0.02% | -3.28% | |
| 24 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.14% | +0.02% | +0.08% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.12% | — | -1.30% | |
| 26 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.12% | +0.01% | +0.59% | |
| 27 | AON | Aon plc | Stock-Financials | 0.12% | -0.01% | +0.22% | |
| 28 | CEG | Constellation Energy | Stock-Utilities | 0.12% | -0.02% | — | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.11% | +0.01% | — | |
| 30 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.11% | +0.01% | +0.36% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-Other | 0.10% | — | -2.72% | |
| 32 | DE | Deere & Co | Stock-Industrials | 0.10% | — | +0.15% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.10% | — | -0.97% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.09% | -0.02% | +0.57% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.09% | — | +0.46% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.09% | -0.01% | — | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.07% | +0.07% | — | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.06% | — | +0.26% | |
| 39 | EXC | Exelon CORP | Stock-Utilities | 0.06% | -0.01% | — | |
| 40 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.05% | — | -13.11% | |
| 41 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.05% | +0.01% | -10.66% | |
| 42 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.05% | — | -19.28% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.05% | -0.05% | EXIT | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.05% | +0.02% | +0.64% | |
| 45 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.04% | +0.01% | +0.09% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.04% | — | +0.35% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.04% | — | +0.32% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.04% | — | +0.68% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.03% | — | -34.32% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.03% | -0.01% | +1.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +6.4% | +458.26% | Add |
| 2 | IJR | Ishares Core S&p Small-cap E | +3.4% | +319.41% | Add |
| 3 | VSS | Vanguard Ftse All Wo X-us Sc | +1.7% | +185.90% | Add |
| 4 | IJS | Ishares S&p Small-cap 600 Va | 0% | +24.97% | Add |
| 5 | DE | Deere & Co | 0% | +0.15% | Add |
| 6 | HD | Home Depot Inc | 0% | +50.00% | Add |
| 7 | EXC | Exelon CORP | — | — | Unchanged |
| 8 | CVX | Chevron CORP | — | +0.90% | Add |
| 9 | ESGV | Vanguard Esg US Stock ETF | — | -15.86% | Trim |
| 10 | XOM | Exxon Mobil CORP | — | +0.98% | Add |
| 11 | VZ | Verizon Communications Inc | — | +0.10% | Add |
| 12 | PEP | Pepsico Inc | — | +1.91% | Add |
| 13 | MSFT | Microsoft CORP | — | — | Unchanged |
| 14 | ADP | Automatic Data Processing | — | +0.68% | Add |
| 15 | VONG | Vanguard Russell 1000 Growth | — | -0.16% | Trim |
| 16 | APD | Air Products & Chemicals Inc | — | +0.75% | Add |
| 17 | JNJ | Johnson & Johnson | — | — | Unchanged |
| 18 | GOOGL | Alphabet Inc-cl A | — | — | Unchanged |
| 19 | SCZ | Ishares Msci Eafe Small-cap | — | -30.09% | Trim |
| 20 | PPL | Ppl CORP | — | — | Unchanged |
| 21 | PM | Philip Morris International | — | +0.35% | Add |
| 22 | USMV | Ishares Msci USA Min Vol Fac | — | -10.60% | Trim |
| 23 | WFC | Wells Fargo & Co | — | +0.64% | Add |
| 24 | T | At&t Inc | — | — | Unchanged |
| 25 | MO | Altria Group Inc | — | +1.94% | Add |
| 26 | PINS | Pinterest Inc- Class A | — | — | Unchanged |
| 27 | DOW | Dow Inc | — | +0.49% | Add |
| 28 | GEV | GE Vernova Inc | — | — | Unchanged |
| 29 | VONV | Vanguard Russell 1000 Value | — | -5.63% | Trim |
| 30 | CTVA | Corteva Inc | — | +0.57% | Add |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 32 | VIG | Vanguard Dividend Apprec ETF | — | +0.32% | Add |
| 33 | TSLA | Tesla Inc | — | — | Unchanged |
| 34 | IWM | Ishares Russell 2000 ETF | — | -3.65% | Trim |
| 35 | PG | Procter & Gamble Co/the | — | +0.68% | Add |
| 36 | RVMD | Revolution Medicines Inc | — | — | Unchanged |
| 37 | NVO | Novo-nordisk A/s-spons Adr | — | — | Unchanged |
| 38 | MMM | 3m Co | — | +0.98% | Add |
| 39 | DLR | Digital Realty Trust Inc | — | — | Unchanged |
| 40 | ✓ | On Holding AG | — | — | Unchanged |
| 41 | MDY | State Street Spdr S&p Midcap | — | — | Unchanged |
| 42 | MDLZ | Mondelez International Inc-a | — | +0.82% | Add |
| 43 | 6D8 | Dupont De Nemours Inc | — | — | Unchanged |
| 44 | NFLX | Netflix Inc | — | — | Unchanged |
| 45 | KO | Coca-cola Co/the | — | — | Unchanged |
| 46 | ETHO | Amplify Etho Climate Leaders | — | -16.67% | Trim |
| 47 | DGRO | Ishares Core Dividend Growth | — | — | Unchanged |
| 48 | DIS | Walt Disney Co/the | — | — | Unchanged |
| 49 | D | Dominion Energy Inc | — | +0.66% | Add |
| 50 | CMCSA | Comcast Corp-class A | — | — | Unchanged |
According to official SEC Form 13F filings, Newton One Investments LLC reported a total U.S. public equity portfolio value of $397.1M across 121 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BND, IVV, VCIT) accounted for 53.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
VSNT
市值: $704.0
Top Position Liquidated / Trimmed
IVV
前期市值: $52.4M
During Q1 2026, Newton One Investments LLC's top holdings by market value included BND (15.7%)、IVV (13.4%)、VCIT (10.4%). The largest single position, BND, represented 15.7% of total portfolio value.
In Q1 2026, Newton One Investments LLC made 80 total portfolio adjustments, initiating 1 new buys, adding to 48 positions, trimming 31 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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