StockDriftsStockDriftsTop 50 Newton One Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.26% | 73.0K | $55.9M | -0.17%(-124) | $579.77(+32.81%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 13.99% | 781.8K | $54.8M | +3.31%(+25.03K) | $78.13(-9.64%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 11.53% | 501.5K | $45.2M | -0.86%(-4.35K) | $50.75(+75.02%) | 2026-09-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 9.23% | 462.1K | $36.2M | +3.36%(+15.03K) | $80.60(-2.42%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 8.1% | 146.9K | $31.8M | -0.19%(-287) | $182.37(+21.85%) | 2026-09-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 6.89% | 325.4K | $27.0M | +0.24%(+787) | $53.31(+52.62%) | 2026-09-30 | |
| IJH | ISHARES TR | 5.43% | 295.7K | $21.3M | +0.66%(+1.93K) | $58.08(+24.63%) | 2026-09-30 | |
| IJR | ISHARES TR | 4.67% | 134.4K | $18.3M | +1.50%(+1.99K) | $114.70(+18.41%) | 2026-09-30 | |
| VTEB | VANGUARD MUN BD FDS | 3.83% | 317.4K | $15.0M | +2.37%(+7.36K) | $50.78(-5.46%) | 2026-09-30 | |
| IWD | ISHARES TR | 3.07% | 48.5K | $12.0M | -3.16%(-1.58K) | $128.49(+98.79%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.08% | +37.07% | +4.12% | +22.36% |
| Top 20 Holdings Unweighted | +14.31% | +49.35% | +6.31% | +35.80% |
Newton One Investments LLC reports $392.04M in US-listed equity holdings across 150 positions in its most recent 13F filing. Its largest disclosed positions are IVV (14.3%), BND (14.0%) and VUG (11.5%). The top 20 holdings account for 96.68% of reported assets. Its disclosed equity book has returned +37.07% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Newton One Investments LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1842787). View Newton One Investments LLC’s 13F filings on SEC