Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Newton One Investments LLC (CIK 1842787) reported $368.5M across 120 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BND ($57.9M, 15.72%), IVV ($49.2M, 13.36%), VCIT ($38.5M, 10.44%), VUG ($37.8M, 10.25%), VTV ($28.9M, 7.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $57.9M | 15.72% | 786,765 | Added |
| 2 | IVV | ISHARES TR | $49.2M | 13.36% | 75,371 | Trimmed |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | $38.5M | 10.44% | 464,730 | Added |
| 4 | VUG | VANGUARD INDEX FDS | $37.8M | 10.25% | 86,461 | Added |
| 5 | VTV | VANGUARD INDEX FDS | $28.9M | 7.85% | 147,393 | Added |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | $24.8M | 6.73% | 330,131 | Trimmed |
| 7 | IJH | ISHARES TR | $20.3M | 5.50% | 299,955 | Added |
| 8 | IJR | ISHARES TR | $16.9M | 4.59% | 136,144 | Added |
| 9 | VTEB | VANGUARD MUN BD FDS | $15.1M | 4.10% | 302,477 | Added |
| 10 | IWD | ISHARES TR | $10.8M | 2.94% | 50,706 | Trimmed |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $9.9M | 2.69% | 183,337 | Trimmed |
| 12 | VSS | VANGUARD INTL EQUITY INDEX F | $9.8M | 2.66% | 67,197 | Added |
| 13 | VTI | VANGUARD INDEX FDS | $9.1M | 2.47% | 28,336 | Added |
| 14 | IXUS | ISHARES TR | $8.3M | 2.25% | 95,556 | Trimmed |
| 15 | SCHM | SCHWAB STRATEGIC TR | $5.9M | 1.60% | 190,885 | Trimmed |
| 16 | VB | VANGUARD INDEX FDS | $5.5M | 1.49% | 21,005 | Trimmed |
| 17 | AAPL | APPLE INC | $2.6M | 0.70% | 10,203 | Added |
| 18 | VBR | VANGUARD INDEX FDS | $2.2M | 0.60% | 10,151 | Trimmed |
| 19 | IJT | ISHARES TR | $1.7M | 0.46% | 11,614 | Trimmed |
| 20 | VT | VANGUARD INTL EQUITY INDEX F | $1.0M | 0.27% | 7,261 | Trimmed |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $970,501 | 0.26% | 1,492 | Added |
| 22 | IJS | ISHARES TR | $909,900 | 0.25% | 7,682 | Added |
| 23 | IWO | ISHARES TR | $722,341 | 0.20% | 2,302 | Trimmed |
| 24 | VXF | VANGUARD INDEX FDS | $529,727 | 0.14% | 2,574 | Added |
| 25 | AON | AON PLC | $432,041 | 0.12% | 1,338 | Added |
Source: SEC Form 13F filings · as of 2026-03-31