13F HOLDINGS REPORT
Newton One Investments LLC
Quarter ended Q4 2025 · Filed January 23, 2026 · Accession 0001842787-26-000001
Total Value
$339.0M
Positions
120
Other Managers
0
Confidential Omitted
No
Holdings (120)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 921937835 | 759,888 | $56.3M | 16.60% |
| 2 | ISHARES TR | 464287200 | 76,492 | $52.4M | 15.45% |
| 3 | VANGUARD INDEX FDS | 922908736 | 85,702 | $41.8M | 12.33% |
| 4 | VANGUARD SCOTTSDALE FDS | 92206C870 | 451,628 | $37.8M | 11.16% |
| 5 | VANGUARD INTL EQUITY INDEX F | 922042775 | 366,632 | $27.0M | 7.96% |
| 6 | ISHARES TR | 464287507 | 297,156 | $19.6M | 5.79% |
| 7 | VANGUARD MUN BD FDS | 922907746 | 288,485 | $14.5M | 4.28% |
| 8 | ISHARES TR | 464287598 | 51,527 | $10.8M | 3.20% |
| 9 | VANGUARD INTL EQUITY INDEX F | 922042858 | 194,691 | $10.5M | 3.09% |
| 10 | VANGUARD INDEX FDS | 922908769 | 27,621 | $9.3M | 2.73% |
| 11 | ISHARES TR | 46432F834 | 99,217 | $8.4M | 2.48% |
| 12 | ISHARES TR | 464287887 | 56,548 | $8.0M | 2.35% |
| 13 | SCHWAB STRATEGIC TR | 808524508 | 193,068 | $5.8M | 1.71% |
| 14 | VANGUARD INDEX FDS | 922908751 | 21,010 | $5.4M | 1.60% |
| 15 | VANGUARD INDEX FDS | 922908744 | 26,402 | $5.0M | 1.49% |
| 16 | ISHARES TR | 464287804 | 32,461 | $3.9M | 1.15% |
| 17 | VANGUARD INTL EQUITY INDEX F | 922042718 | 23,504 | $3.4M | 0.99% |
| 18 | APPLE INC | AAPL | 10,194 | $2.8M | 0.82% |
| 19 | VANGUARD INDEX FDS | 922908611 | 10,255 | $2.2M | 0.64% |
| 20 | VANGUARD INTL EQUITY INDEX F | 922042742 | 8,438 | $1.2M | 0.35% |
| 21 | SPDR S&P 500 ETF TR | SPY | 1,488 | $1.0M | 0.30% |
| 22 | ISHARES TR | 464287648 | 2,380 | $768,824 | 0.23% |
| 23 | ISHARES TR | 464287879 | 6,147 | $699,014 | 0.21% |
| 24 | CONSTELLATION ENERGY CORP | CEG | 1,525 | $538,737 | 0.16% |
| 25 | VANGUARD INDEX FDS | 922908652 | 2,572 | $537,936 | 0.16% |
| 26 | ISHARES TR | 464287614 | 1,075 | $508,930 | 0.15% |
| 27 | AON PLC | AON | 1,335 | $471,271 | 0.14% |
| 28 | ISHARES TR | 464287309 | 3,697 | $455,674 | 0.13% |
| 29 | GOLDMAN SACHS GROUP INC | GSCE | 509 | $447,673 | 0.13% |
| 30 | VANGUARD INDEX FDS | 922908637 | 1,324 | $416,783 | 0.12% |
| 31 | DIMENSIONAL ETF TRUST | 25434V724 | 8,419 | $392,264 | 0.12% |
| 32 | ISHARES TR | 464287408 | 1,752 | $371,570 | 0.11% |
| 33 | META PLATFORMS INC | META | 549 | $362,190 | 0.11% |
| 34 | JPMORGAN CHASE & CO. | VYLD | 1,086 | $349,940 | 0.10% |
| 35 | MCDONALDS CORP | MCD | 1,059 | $323,560 | 0.10% |
| 36 | ORACLE CORP | ORCL-PD | 1,553 | $302,617 | 0.09% |
| 37 | DEERE & CO | DE | 650 | $302,422 | 0.09% |
| 38 | AMAZON COM INC | AMZN | 1,280 | $295,450 | 0.09% |
| 39 | ISHARES TR | 464287689 | 586 | $226,809 | 0.07% |
| 40 | VANGUARD INTL EQUITY INDEX F | 922042874 | 2,639 | $220,667 | 0.07% |
| 41 | UNITEDHEALTH GROUP INC | UNH | 622 | $205,267 | 0.06% |
| 42 | EXELON CORP | EXC | 4,578 | $199,550 | 0.06% |
| 43 | VANGUARD INTL EQUITY INDEX F | 922042866 | 2,130 | $192,562 | 0.06% |
| 44 | NVIDIA CORPORATION | NVDA | 1,000 | $186,510 | 0.06% |
| 45 | VANGUARD WHITEHALL FDS | 921946406 | 1,288 | $184,865 | 0.05% |
| 46 | DIMENSIONAL ETF TRUST | 25434V500 | 2,317 | $161,406 | 0.05% |
| 47 | VANGUARD SPECIALIZED FUNDS | 921908844 | 635 | $139,546 | 0.04% |
| 48 | PHILIP MORRIS INTL INC | 718172109 | 860 | $137,991 | 0.04% |
| 49 | PROCTER AND GAMBLE CO | 742718109 | 888 | $127,330 | 0.04% |
| 50 | WISDOMTREE TR | WT | 1,853 | $122,031 | 0.04% |
| 51 | ISHARES TR | 46432F842 | 1,333 | $119,225 | 0.04% |
| 52 | ALPHATEC HLDGS INC | ATEC | 5,500 | $115,720 | 0.03% |
| 53 | INTERNATIONAL BUSINESS MACHS | INTR | 356 | $105,304 | 0.03% |
| 54 | ISHARES TR | 464287721 | 478 | $95,515 | 0.03% |
| 55 | SCHWAB STRATEGIC TR | 808524706 | 2,764 | $90,531 | 0.03% |
| 56 | PEPSICO INC | PEP | 627 | $90,009 | 0.03% |
| 57 | SCHWAB STRATEGIC TR | 808524888 | 1,899 | $86,479 | 0.03% |
| 58 | ISHARES TR | 464287655 | 329 | $80,922 | 0.02% |
| 59 | VANGUARD SCOTTSDALE FDS | 92206C680 | 631 | $76,825 | 0.02% |
| 60 | VANGUARD WORLD FD | 921910733 | 618 | $74,812 | 0.02% |
| 61 | VANGUARD SCOTTSDALE FDS | 92206C714 | 799 | $73,748 | 0.02% |
| 62 | ALPHABET INC | GOOG | 200 | $62,665 | 0.02% |
| 63 | SPDR S&P MIDCAP 400 ETF TR | MDY | 102 | $61,760 | 0.02% |
| 64 | ISHARES TR | 46434V621 | 862 | $59,853 | 0.02% |
| 65 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 117 | $58,811 | 0.02% |
| 66 | PPL CORP | PPLC | 1,524 | $53,371 | 0.02% |
| 67 | WISDOMTREE TR | WT | 595 | $53,211 | 0.02% |
| 68 | EMERSON ELEC CO | EMR | 395 | $52,475 | 0.02% |
| 69 | SPDR INDEX SHS FDS | 78463X848 | 1,444 | $51,884 | 0.02% |
| 70 | CHEVRON CORP NEW | CVX | 335 | $50,995 | 0.02% |
| 71 | VANGUARD INDEX FDS | 922908629 | 167 | $48,467 | 0.01% |
| 72 | VANECK BITCOIN ETF | HODL | 1,842 | $45,553 | 0.01% |
| 73 | VERIZON COMMUNICATIONS INC | VZ | 986 | $40,143 | 0.01% |
| 74 | AUTOMATIC DATA PROCESSING IN | ADP | 148 | $38,096 | 0.01% |
| 75 | MICROSOFT CORP | MSFT | 75 | $36,399 | 0.01% |
| 76 | NETFLIX INC | NFLX | 380 | $35,629 | 0.01% |
| 77 | ISHARES TR | 46429B697 | 368 | $34,651 | 0.01% |
| 78 | ISHARES INC | 46434G103 | 497 | $33,409 | 0.01% |
| 79 | AIR PRODS & CHEMS INC | AIIR | 134 | $33,149 | 0.01% |
| 80 | JOHNSON & JOHNSON | JNJ | 153 | $31,574 | 0.01% |
| 81 | WELLS FARGO CO NEW | 949746101 | 311 | $28,997 | 0.01% |
| 82 | EXXON MOBIL CORP | XOM | 204 | $24,595 | 0.01% |
| 83 | ALTRIA GROUP INC | MO | 412 | $23,756 | 0.01% |
| 84 | AT&T INC | T-PC | 950 | $23,598 | 0.01% |
| 85 | QUALCOMM INC | QCOM | 133 | $22,707 | 0.01% |
| 86 | GE AEROSPACE | 369604301 | 63 | $19,360 | 0.01% |
| 87 | VANGUARD WORLD FD | 921910725 | 268 | $19,190 | 0.01% |
| 88 | LYFT INC | LYFT | 962 | $18,634 | 0.01% |
| 89 | UTZ BRANDS INC | UTZ | 1,721 | $17,869 | 0.01% |
| 90 | ISHARES TR | 464288273 | 216 | $16,759 | 0.00% |
| 91 | 3M CO | MMM | 102 | $16,370 | 0.00% |
| 92 | COMCAST CORP NEW | CCZ | 491 | $14,676 | 0.00% |
| 93 | HOME DEPOT INC | HD | 40 | $13,839 | 0.00% |
| 94 | ECOLAB INC | ECL | 51 | $13,519 | 0.00% |
| 95 | TESLA INC | TSLA | 30 | $13,492 | 0.00% |
| 96 | MONDELEZ INTL INC | 609207105 | 245 | $13,202 | 0.00% |
| 97 | PINTEREST INC | PINS | 500 | $12,945 | 0.00% |
| 98 | CISCO SYS INC | CSCO | 161 | $12,406 | 0.00% |
| 99 | CORTEVA INC | CTVA | 176 | $11,826 | 0.00% |
| 100 | UNUM GROUP | UNMA | 138 | $10,681 | 0.00% |
| 101 | GE VERNOVA INC | GEV | 15 | $9,825 | 0.00% |
| 102 | COCA COLA CO | KO | 137 | $9,559 | 0.00% |
| 103 | DOMINION ENERGY INC | D | 152 | $8,884 | 0.00% |
| 104 | REVOLUTION MEDICINES INC | RVMDW | 100 | $7,965 | 0.00% |
| 105 | DIGITAL RLTY TR INC | 253868103 | 51 | $7,831 | 0.00% |
| 106 | DUPONT DE NEMOURS INC | DD | 180 | $7,225 | 0.00% |
| 107 | WARNER BROS DISCOVERY INC | WBD | 229 | $6,600 | 0.00% |
| 108 | NOVO-NORDISK A S | NONOF | 115 | $5,852 | 0.00% |
| 109 | ON HLDG AG | H5919C104 | 114 | $5,299 | 0.00% |
| 110 | DOW INC | DOW | 202 | $4,713 | 0.00% |
| 111 | DISNEY WALT CO | 254687106 | 39 | $4,398 | 0.00% |
| 112 | AMPLIFY ETF TR | 032108557 | 66 | $4,332 | 0.00% |
| 113 | UNITED PARCEL SERVICE INC | UPS | 33 | $3,323 | 0.00% |
| 114 | VODAFONE GROUP PLC NEW | 92857W308 | 187 | $2,471 | 0.00% |
| 115 | KRAFT HEINZ CO | KHC | 88 | $2,144 | 0.00% |
| 116 | SOLVENTUM CORP | SOLV | 24 | $1,902 | 0.00% |
| 117 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 20 | $1,648 | 0.00% |
| 118 | PELOTON INTERACTIVE INC | PTON | 100 | $616 | 0.00% |
| 119 | DOUGLAS ELLIMAN INC | DOUG | 69 | $164 | 0.00% |
| 120 | BEYOND MEAT INC | BYND | 10 | $9 | 0.00% |