Newton One Investments LLC Portfolio Holdings

Newton One Investments LLC

  • $338 Million
  • Q3 2025

Newton One Investments LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $338 Million distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $56.3M, Ishares Core S&P 500 ETF with a value of $52.7M, Vanguard Growth ETF with a value of $42.3M, Vanguard Intermediate Term Cor with a value of $37.8M, and Vanguard Ftse All World Ex Us with a value of $26.6M.

Examining the 13F form we can see an increase of $19.9M in the current position value, from $318M to 338M.

Below you can find more details about Newton One Investments LLC portfolio as well as his latest detailed transactions.

Portfolio value $338 Million
ETFs: $330 Million
Technology: $3.16 Million
Financial Services: $1.31 Million
Utilities: $772,000
Consumer Cyclical: $633,000
Communication Services: $605,000
Consumer Defensive: $433,000
Industrials: $424,000
Other: $488,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$105M
$0 0.0% of portfolio
10
Q4 2024 New
$201M
$0 0.0% of portfolio
69
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $338 Million
  • Prior Value $318 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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