account_balance
Investment manager · 13F filer · SEC CIK 1842787
Newton One Investments LLC
Reported value$392Mas of Sep 30, 2026
Positions150 29 new, 25 sold out
Top 10 weight81.0%IVV alone is 14%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
14.3%
BNDVanguard Bd Index FDS
14.0%Added +3%
VUGVanguard Index FDS
11.5%
VCITVanguard Scottsdale FDS
9.2%Added +3%
VTVVanguard Index FDS
8.1%
VEUVanguard Intl Equity Index F
6.9%
IJHiShares Tr
5.4%
IJRiShares Tr
4.7%
VTEBVanguard Mun Bd FDS
3.8%+2%
IWDiShares Tr
3.1%
VWOVanguard Intl Equity Index F
2.8%
VSSVanguard Intl Equity Index F
2.7%
IVViShares Tr
14.3%
BNDVanguard Bd Index FDS
14.0%Added +3%
VUGVanguard Index FDS
11.5%
VCITVanguard Scottsdale FDS
9.2%+3%
VTVVanguard Index FDS
8.1%
VEUVanguard Intl Equity Index F
6.9%
IJHiShares Tr
5.4%
IJRiShares Tr
4.7%
VTEB
IWD
VWO2.8%
VSS
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 14.3% Held
BND Vanguard Bd Index FDS 14.0% Added +3%
VUG Vanguard Index FDS 11.5% Held
VCIT Vanguard Scottsdale FDS 9.2% Added +3%
VTV Vanguard Index FDS 8.1% Held
VEU Vanguard Intl Equity Index F 6.9% Held
IJH iShares Tr 5.4% Held
IJR iShares Tr 4.7% Held
VTEB Vanguard Mun Bd FDS 3.8% Added +2%
IWD iShares Tr 3.1% Trimmed −3%
VWO Vanguard Intl Equity Index F 2.8% Held
VSS Vanguard Intl Equity Index F 2.7% Held
What changed
Biggest moves since Jun 30, 2026
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