Newton One Investments LLC - Portfolio overview

Newton One Investments LLC has 122 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BND - VANGUARD BD INDEX FDS, 15.72%
2. IVV - ISHARES TR, 13.36%
3. VCIT - VANGUARD SCOTTSDALE FDS, 10.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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