Newton One Investments LLC
Newton One Investments LLC reported 146 positions worth $397.1M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: BND (14.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BND | SH | $55.6M | 13.99% | 756,795 | — | — | |
| ▸ 2 | IVV | SH | $54.7M | 13.79% | 73,107 | — | — | |
| ▸ 3 | VUG | SH | $43.6M | 10.97% | 505,882 | — | — | |
| ▸ 4 | VCIT | SH | $37.0M | 9.31% | 447,083 | — | — | |
| ▸ 5 | VTV | SH | $32.1M | 8.08% | 147,233 | — | — | |
| ▸ 6 | VEU | SH | $27.2M | 6.85% | 324,654 | — | — | |
| ▸ 7 | IJH | SH | $22.7M | 5.70% | 293,746 | — | — | |
| ▸ 8 | IJR | SH | $19.6M | 4.95% | 132,452 | — | — | |
| ▸ 9 | VTEB | SH | $15.7M | 3.95% | 310,046 | — | — | |
| ▸ 10 | IWD | SH | $12.2M | 3.06% | 50,120 | — | — |
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Frequently Asked Questions
What stocks does Newton One Investments LLC hold as of Q2 2026?
Newton One Investments LLC reported 146 positions worth $397.1M in its Q2 2026 13F filing. Largest positions: BND (14.0%), IVV (13.8%), VUG (11.0%), VCIT (9.3%) and VTV (8.1%).
What did Newton One Investments LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Newton One Investments LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.