13F Insight
DOSSIER · 13F-HR · Q2 2026

Newton One Investments LLC

$397M in tracked AUM across 146 positions as of Q2 2026.

NO
CIK 0001842787 · last filed Jun 30, 2026
Total AUM
$397M
as of Q2 2026
Holdings
146
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Newton One Investments LLC
1. Portfolio Overview

Newton One Investments LLC has reported a dramatic expansion in assets under management (AUM), with the total portfolio value surging by 555.3% from $51.73M in Q3 2025 to $339.02M as of December 31, 2025. This substantial capital influx suggests a significant institutional allocation or a successful fundraising effort during the quarter.

The portfolio consists of 120 holdings, indic...

2. Key Holdings

The portfolio is dominated by large-cap, liquid ETFs that track broad fixed income and equity indices. The top 10 positions account for 78.2% of the total portfolio value, demonstrating a concentrated core strategy despite the high total number of holdings.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BND
VANGUARD BD INDEX FDS
$56M757K14.0%02
IVV
ISHARES TR
$55M73K13.8%03
VUG
VANGUARD INDEX FDS
$44M506K11.0%04
VCIT
VANGUARD SCOTTSDALE FDS
$37M447K9.3%05
VTV
VANGUARD INDEX FDS
$32M147K8.1%06
VEU
VANGUARD INTL EQUITY INDEX F
$27M325K6.8%07
IJH
ISHARES TR
$23M294K5.7%08
IJR
ISHARES TR
$20M132K4.9%09
VTEB
VANGUARD MUN BD FDS
$16M310K3.9%10
IWD
ISHARES TR
$12M50K3.1%

Filing history

2026Q2Jun 30
$397M▲ 7.8%
146 positionsView →2026Q1Mar 31
$368M▲ 8.7%
121 positionsView →2025Q4Dec 31
$339M▲ 0.4%
120 positionsView →2025Q3Sep 30
$338M▲ 6.3%
120 positionsView →2025Q2Jun 30
$318M▲ 13.6%
128 positionsLocked2025Q1Mar 31
$280M▲ 7.8%
118 positionsLocked2024Q4Dec 31
$259M▲ 4.0%
122 positionsLocked2024Q3Sep 30
$249M▲ 7.5%
41 positionsLocked2024Q2Jun 30
$232M▲ 2.0%
116 positionsLocked2024Q1Mar 31
$227M▲ 4.6%
113 positionsLocked2023Q4Dec 31
$217M▲ 29.5%
114 positionsLocked2023Q3Sep 30
$168M▼ 3.7%
124 positionsLocked
Showing 12 of 23