Newton One Investments LLC
•CIK: 1842787•Filing: Q4 2025
**Newton One Investments LLC** manages $339M across a diversified portfolio of 120 positions. The fund exhibits a notable allocation to fixed income and broad market exposure, with BND representing the largest holding at $56.3M. Significant weightings are also observed in equity ETFs, including IVV ($52.4M) and VUG ($41.8M). Further diversification is evident through allocations to intermediate-term Treasuries (VCIT at $37.8M) and international equities (VEU at $27.0M).
Total AUM
$339.0M
QoQ Performance
+0.4%
Positions
84
Top 10 Concentration
82.6%
Latest Filing
Q4 2025
Top Holdings Allocation
BND
IVV
VUG
VCIT
VEU
IJH
BND16.6%
IVV15.5%
VUG12.3%
VCIT11.2%
VEU8.0%
IJH5.8%
VTEB4.3%
IWD3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other82.2%
ETF15.8%
Technology1.1%
Financial0.4%
Consumer0.2%
Industrial0.1%
Consumer Staples0.1%
Healthcare0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑53 increased
↓18 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022