13F HOLDINGS REPORT
Newton One Investments LLC
Quarter ended Q3 2025 · Filed October 10, 2025 · Accession 0001842787-25-000009
Total Value
$337.7M
Positions
120
Other Managers
0
Confidential Omitted
No
Holdings (120)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 921937835 | 756,648 | $56.3M | 16.66% |
| 2 | ISHARES TR | 464287200 | 78,700 | $52.7M | 15.60% |
| 3 | VANGUARD INDEX FDS | 922908736 | 88,228 | $42.3M | 12.53% |
| 4 | VANGUARD SCOTTSDALE FDS | 92206C870 | 449,638 | $37.8M | 11.20% |
| 5 | VANGUARD INTL EQUITY INDEX F | 922042775 | 372,909 | $26.6M | 7.88% |
| 6 | ISHARES TR | 464287507 | 300,235 | $19.6M | 5.80% |
| 7 | VANGUARD MUN BD FDS | 922907746 | 282,764 | $14.2M | 4.19% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042858 | 196,289 | $10.6M | 3.15% |
| 9 | ISHARES TR | 464287598 | 51,664 | $10.5M | 3.11% |
| 10 | VANGUARD INDEX FDS | 922908769 | 28,429 | $9.3M | 2.76% |
| 11 | ISHARES TR | 464287887 | 57,783 | $8.2M | 2.42% |
| 12 | ISHARES TR | 46432F834 | 98,100 | $8.1M | 2.40% |
| 13 | SCHWAB STRATEGIC TR | 808524508 | 192,120 | $5.7M | 1.69% |
| 14 | VANGUARD INDEX FDS | 922908751 | 20,686 | $5.3M | 1.56% |
| 15 | VANGUARD INDEX FDS | 922908744 | 25,744 | $4.8M | 1.42% |
| 16 | ISHARES TR | 464287804 | 31,768 | $3.8M | 1.12% |
| 17 | VANGUARD INTL EQUITY INDEX F | 922042718 | 22,901 | $3.3M | 0.97% |
| 18 | APPLE INC | AAPL | 9,974 | $2.5M | 0.75% |
| 19 | VANGUARD INDEX FDS | 922908611 | 10,221 | $2.1M | 0.63% |
| 20 | VANGUARD INTL EQUITY INDEX F | 922042742 | 8,438 | $1.2M | 0.34% |
| 21 | SPDR S&P 500 ETF TR | SPY | 1,547 | $1.0M | 0.31% |
| 22 | ISHARES TR | 464287648 | 2,468 | $790,009 | 0.23% |
| 23 | ISHARES TR | 464287879 | 6,118 | $676,587 | 0.20% |
| 24 | VANGUARD INDEX FDS | 922908652 | 2,590 | $542,155 | 0.16% |
| 25 | ISHARES TR | 464287614 | 1,087 | $509,293 | 0.15% |
| 26 | CONSTELLATION ENERGY CORP | CEG | 1,525 | $501,832 | 0.15% |
| 27 | AON PLC | AON | 1,335 | $476,212 | 0.14% |
| 28 | ISHARES TR | 464287309 | 3,697 | $446,284 | 0.13% |
| 29 | ORACLE CORP | ORCL-PD | 1,550 | $435,870 | 0.13% |
| 30 | VANGUARD INDEX FDS | 922908637 | 1,400 | $430,992 | 0.13% |
| 31 | GOLDMAN SACHS GROUP INC | GSCE | 507 | $403,754 | 0.12% |
| 32 | META PLATFORMS INC | META | 548 | $402,635 | 0.12% |
| 33 | DIMENSIONAL ETF TRUST | 25434V724 | 8,391 | $375,001 | 0.11% |
| 34 | ISHARES TR | 464287408 | 1,752 | $361,829 | 0.11% |
| 35 | JPMORGAN CHASE & CO. | VYLD | 1,081 | $340,927 | 0.10% |
| 36 | MCDONALDS CORP | MCD | 1,052 | $319,844 | 0.09% |
| 37 | DEERE & CO | DE | 647 | $295,998 | 0.09% |
| 38 | AMAZON COM INC | AMZN | 1,280 | $281,050 | 0.08% |
| 39 | ISHARES TR | 464287689 | 585 | $221,554 | 0.07% |
| 40 | UNITEDHEALTH GROUP INC | UNH | 618 | $213,360 | 0.06% |
| 41 | VANGUARD INTL EQUITY INDEX F | 922042874 | 2,615 | $208,666 | 0.06% |
| 42 | EXELON CORP | EXC | 4,578 | $206,051 | 0.06% |
| 43 | VANGUARD INTL EQUITY INDEX F | 922042866 | 2,074 | $182,223 | 0.05% |
| 44 | VANGUARD WHITEHALL FDS | 921946406 | 1,288 | $181,555 | 0.05% |
| 45 | DIMENSIONAL ETF TRUST | 25434V500 | 2,313 | $158,380 | 0.05% |
| 46 | PHILIP MORRIS INTL INC | 718172109 | 857 | $139,036 | 0.04% |
| 47 | VANGUARD SPECIALIZED FUNDS | 921908844 | 630 | $135,924 | 0.04% |
| 48 | PROCTER AND GAMBLE CO | 742718109 | 882 | $135,536 | 0.04% |
| 49 | ISHARES TR | 46432F842 | 1,389 | $121,249 | 0.04% |
| 50 | WISDOMTREE TR | WT | 1,853 | $115,369 | 0.03% |
| 51 | INTERNATIONAL BUSINESS MACHS | INTR | 354 | $99,769 | 0.03% |
| 52 | ISHARES TR | 464287721 | 478 | $93,662 | 0.03% |
| 53 | SCHWAB STRATEGIC TR | 808524706 | 2,688 | $89,703 | 0.03% |
| 54 | PEPSICO INC | PEP | 627 | $88,078 | 0.03% |
| 55 | SCHWAB STRATEGIC TR | 808524888 | 1,835 | $83,519 | 0.02% |
| 56 | ALPHATEC HLDGS INC | ATEC | 5,500 | $79,970 | 0.02% |
| 57 | ISHARES TR | 464287655 | 328 | $79,344 | 0.02% |
| 58 | VANGUARD SCOTTSDALE FDS | 92206C680 | 655 | $78,928 | 0.02% |
| 59 | VANGUARD WORLD FD | 921910733 | 617 | $73,076 | 0.02% |
| 60 | VANGUARD SCOTTSDALE FDS | 92206C714 | 799 | $71,407 | 0.02% |
| 61 | SPDR S&P MIDCAP 400 ETF TR | MDY | 102 | $61,018 | 0.02% |
| 62 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 117 | $58,821 | 0.02% |
| 63 | ISHARES TR | 46434V621 | 862 | $58,697 | 0.02% |
| 64 | ISHARES TR | 46429B697 | 606 | $57,655 | 0.02% |
| 65 | PPL CORP | PPLC | 1,524 | $56,632 | 0.02% |
| 66 | WISDOMTREE TR | WT | 595 | $52,932 | 0.02% |
| 67 | EMERSON ELEC CO | EMR | 394 | $51,654 | 0.02% |
| 68 | CHEVRON CORP NEW | CVX | 331 | $51,374 | 0.02% |
| 69 | SPDR INDEX SHS FDS | 78463X848 | 1,419 | $49,562 | 0.01% |
| 70 | VANGUARD INDEX FDS | 922908629 | 167 | $49,055 | 0.01% |
| 71 | VANECK BITCOIN ETF | HODL | 1,507 | $48,782 | 0.01% |
| 72 | ALPHABET INC | GOOG | 200 | $48,671 | 0.01% |
| 73 | NETFLIX INC | NFLX | 38 | $45,559 | 0.01% |
| 74 | AUTOMATIC DATA PROCESSING IN | ADP | 148 | $43,325 | 0.01% |
| 75 | VERIZON COMMUNICATIONS INC | VZ | 984 | $43,264 | 0.01% |
| 76 | MICROSOFT CORP | MSFT | 75 | $38,953 | 0.01% |
| 77 | ISHARES INC | 46434G103 | 572 | $37,707 | 0.01% |
| 78 | AIR PRODS & CHEMS INC | AIIR | 133 | $36,346 | 0.01% |
| 79 | JOHNSON & JOHNSON | JNJ | 152 | $28,169 | 0.01% |
| 80 | AT&T INC | T-PC | 950 | $26,828 | 0.01% |
| 81 | ALTRIA GROUP INC | MO | 406 | $26,791 | 0.01% |
| 82 | WELLS FARGO CO NEW | 949746101 | 310 | $25,943 | 0.01% |
| 83 | EXXON MOBIL CORP | XOM | 203 | $22,846 | 0.01% |
| 84 | QUALCOMM INC | QCOM | 132 | $21,973 | 0.01% |
| 85 | LYFT INC | LYFT | 962 | $21,174 | 0.01% |
| 86 | UTZ BRANDS INC | UTZ | 1,713 | $20,812 | 0.01% |
| 87 | GE AEROSPACE | 369604301 | 63 | $18,885 | 0.01% |
| 88 | VANGUARD WORLD FD | 921910725 | 271 | $18,784 | 0.01% |
| 89 | HOME DEPOT INC | HD | 40 | $16,296 | 0.00% |
| 90 | ISHARES TR | 464288273 | 212 | $16,268 | 0.00% |
| 91 | PINTEREST INC | PINS | 500 | $16,085 | 0.00% |
| 92 | 3M CO | MMM | 102 | $15,798 | 0.00% |
| 93 | COMCAST CORP NEW | CCZ | 491 | $15,428 | 0.00% |
| 94 | MONDELEZ INTL INC | 609207105 | 243 | $15,197 | 0.00% |
| 95 | ECOLAB INC | ECL | 51 | $14,069 | 0.00% |
| 96 | DUPONT DE NEMOURS INC | DD | 179 | $13,932 | 0.00% |
| 97 | TESLA INC | TSLA | 30 | $13,342 | 0.00% |
| 98 | CORTEVA INC | CTVA | 176 | $11,899 | 0.00% |
| 99 | CISCO SYS INC | CSCO | 161 | $11,019 | 0.00% |
| 100 | UNUM GROUP | UNMA | 137 | $10,656 | 0.00% |
| 101 | GE VERNOVA INC | GEV | 15 | $9,240 | 0.00% |
| 102 | DOMINION ENERGY INC | D | 150 | $9,167 | 0.00% |
| 103 | COCA COLA CO | KO | 135 | $8,935 | 0.00% |
| 104 | DIGITAL RLTY TR INC | 253868103 | 51 | $8,750 | 0.00% |
| 105 | NOVO-NORDISK A S | NONOF | 115 | $6,382 | 0.00% |
| 106 | ON HLDG AG | H5919C104 | 114 | $4,828 | 0.00% |
| 107 | REVOLUTION MEDICINES INC | RVMDW | 100 | $4,670 | 0.00% |
| 108 | DOW INC | DOW | 199 | $4,558 | 0.00% |
| 109 | WARNER BROS DISCOVERY INC | WBD | 229 | $4,473 | 0.00% |
| 110 | DISNEY WALT CO | 254687106 | 39 | $4,426 | 0.00% |
| 111 | AMPLIFY ETF TR | 032108557 | 66 | $4,189 | 0.00% |
| 112 | UNITED PARCEL SERVICE INC | UPS | 33 | $2,751 | 0.00% |
| 113 | KRAFT HEINZ CO | KHC | 87 | $2,265 | 0.00% |
| 114 | VODAFONE GROUP PLC NEW | 92857W308 | 187 | $2,170 | 0.00% |
| 115 | SOLVENTUM CORP | SOLV | 24 | $1,752 | 0.00% |
| 116 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 20 | $1,508 | 0.00% |
| 117 | PELOTON INTERACTIVE INC | PTON | 100 | $900 | 0.00% |
| 118 | VANGUARD STAR FDS | 921909768 | 6 | $441 | 0.00% |
| 119 | DOUGLAS ELLIMAN INC | DOUG | 69 | $198 | 0.00% |
| 120 | BEYOND MEAT INC | BYND | 10 | $19 | 0.00% |