Institutional Fund
Newton One Investments LLC
Newark, DECIK 18427875 filings on record
Portfolio Value
$368.49M
Q1 2026
Holdings
121
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+8.7%
from $339.02M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds15.7%
- Ishares Tr13.4%
- Vanguard Scottsdale Fds10.4%
- Vanguard Index Fds10.2%
- Vanguard Index Fds7.8%
- Vanguard Intl Equity Index F6.7%
- Other35.7%
Portfolio Holdings
121 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 786.8K | $57.94M | 15.7% | +26.9K | Added |
| 2 | Ishares Tr | 75.4K | $49.23M | 13.4% | −1.1K | Reduced |
| 3 | Vanguard Scottsdale Fds | 464.7K | $38.46M | 10.4% | +13.1K | Added |
| 4 | Vanguard Index Fds | 86.5K | $37.77M | 10.2% | +759 | Added |
| 5 | Vanguard Index Fds | 147.4K | $28.92M | 7.8% | +121.0K | Added |
| 6 | Vanguard Intl Equity Index F | 330.1K | $24.79M | 6.7% | −36.5K | Reduced |
| 7 | Ishares Tr | 300.0K | $20.26M | 5.5% | +2.8K | Added |
| 8 | Ishares Tr | 136.1K | $16.92M | 4.6% | +103.7K | Added |
| 9 | Vanguard Mun Bd Fds | 302.5K | $15.09M | 4.1% | +14.0K | Added |
| 10 | Ishares Tr | 50.7K | $10.83M | 2.9% | −821 | Reduced |
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