Data as of Q4 2025 (Dec 31, 2025)

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

VTEB
VANGUARD MUN BD FDS
+2.0%
4.3% of portfolio
BND
VANGUARD BD INDEX FDS
+0.4%
16.6% of portfolio
NVDA
NVIDIA CORPORATION
NEW
0.1% of portfolio
VCIT
VANGUARD SCOTTSDALE FDS
+0.4%
11.2% of portfolio
VTV
VANGUARD INDEX FDS
+2.6%
1.5% of portfolio

📉 Biggest Sells

IVV
ISHARES TR
-2.8%
15.5% of portfolio
VUG
VANGUARD INDEX FDS
-2.9%
12.3% of portfolio
VEU
VANGUARD INTL EQUITY INDEX F
-1.7%
8.0% of portfolio
VTI
VANGUARD INDEX FDS
-2.8%
2.7% of portfolio
IJH
ISHARES TR
-1.0%
5.8% of portfolio

Sector Breakdown

Other82.2%
ETF15.8%
Technology1.1%
Financial0.4%
Consumer0.2%
Industrial0.1%
Healthcare0.1%
Consumer Staples0.0%

🚪 Exited Positionssold since Q3 2025

VXUS
VANGUARD STAR FDS
SOLD
$441

Changes from Q3 2025

NEW1 new position
↑53 increased
↓18 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

BND16.6%
VANGUARD BD INDEX FDS
$56.3M
IVV15.5%
ISHARES TR
$52.4M
VUG12.3%
VANGUARD INDEX FDS
$41.8M
VCIT11.2%
VANGUARD SCOTTSDALE FDS
$37.8M
VEU8.0%
VANGUARD INTL EQUITY INDEX F
$27.0M

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