Newton One Investments LLC

Newton One Investments LLC is an institution, managing $337.7M across 120 long positions as of Q3 2025 with 98% ETF concentration, 83% concentrated in top 10 holdings, 17% allocation to BND, and minimal technology exposure.

Portfolio Value: $337.7M
Positions: 120
Top Holding: BND at 16.66%
Last Reported: Q3 2025

Top Holdings

Largest long holdings in Newton One Investments LLC's portfolio (82.9% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total Bond Market BND	ETF ETF	$56.3M	16.66%	+$558.1K Bought	— 756.6K shares	Q4 2020 Held for 5 years
2 iShares Core S&P 500 ETF IVV	ETF ETF	$52.7M	15.60%	+$4.0M Bought	— 78.7K shares	Q4 2020 Held for 5 years
3 Vanguard Growth VUG	ETF ETF	$42.3M	12.53%	-$477.7K Sold	— 88.2K shares	Q4 2020 Held for 5 years
4 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$37.8M	11.20%	+$334.4K Bought	— 449.6K shares	Q4 2023 Held for 2 years
5 Vanguard FTSE All-World Ex-US ETF VEU	ETF ETF	$26.6M	7.88%	-$203.3K Sold	— 372.9K shares	Q4 2020 Held for 5 years
6 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$19.6M	5.80%	+$88.8K Bought	— 300.2K shares	Q4 2020 Held for 5 years
7 Vanguard Tax-Exempt Bond Index Fund VTEB	ETF ETF	$14.2M	4.19%	+$325.7K Bought	— 282.8K shares	Q4 2022 Held for 3 years
8 Vanguard FTSE Emerging Markets VWO	ETF ETF	$10.6M	3.15%	-$93.4K Sold	— 196.3K shares	Q4 2020 Held for 5 years
9 iShares Russell 1000 Value IWD	ETF ETF	$10.5M	3.11%	+$20.8K Bought	— 51.7K shares	Q4 2020 Held for 5 years
10 Vanguard Total Stock Market VTI	ETF ETF	$9.3M	2.76%	-$438.8K Sold	— 28.4K shares	Q4 2020 Held for 5 years

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Newton One Investments LLC's latest filing

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GthenC

Market Value

$337.7M

Prior: $317.8M

Q/Q Change

+6.26%

+$19.9M

Net Flows % of MV

+0.776%

Turnover Ratio

1.25%

New Purchases

0 stocks

Added To

55 stocks

+$5.5M

Sold Out Of

8 stocks

$53.5K

Reduced Holdings

23 stocks

-$2.9M

Increased Positions

Position	Shares Δ	Change
1 VanEck Bitcoin Trust HODL	+13.82%	1.3K → 1.5K +$5.9K
2 iShares Core S&P 500 ETF IVV	+8.25%	72.7K → 78.7K +$4.0M
3 United Parcel Service, Inc. UPS	+3.13%	32.0 → 33.0 +$83.4
4 Walt Disney DIS	+2.63%	38.0 → 39.0 +$113.5
5 Vanguard Tax-Exempt Bond Index Fund VTEB	+2.35%	276.3K → 282.8K +$325.7K

Decreased Positions

Position	Shares Δ	Change
1 iShares MSCI USA Quality Factor QUAL	Sold	185.0 → 0 −$33.8K
2 Vanguard Russell 2000 ETF VTWO	Sold	66.0 → 0 −$5.8K
3 iShares Broad USD Investment Grade Corporate Bond USIG	Sold	109.0 → 0 −$5.6K
4 iShares MBS MBB	Sold	36.0 → 0 −$3.4K
5 Vanguard Intermediate-Term Treasury VGIT	Sold	28.0 → 0 −$1.7K