You're signed outSign in or to get full access.
Newton One Investments LLC
Newton One Investments LLC is an SEC-registered investment adviser headquartered in Newark, Delaware. Founded in 2011, the firm manages assets for individuals (including high net worth individuals) and pension and profit sharing plans. With a staff of 6-7 employees and approximately $393 million in assets under management as of March 2025, Newton One Investments serves clients primarily in the United States and positions itself as a boutique wealth management and investment advisory firm.
Investment Strategy
Newton One Investments LLC specializes in discretionary investment advisory services tailored for individual investors and retirement plans, with an emphasis on customized portfolio management. Their approach is centered on long-term capital growth, diversification, and risk management, aiming to deliver consistent results through individually constructed portfolios. They primarily serve high-net-worth individuals and pension plans, aligning investments with each client's specific goals, risk tolerance, and time horizon.
Latest 13F Filing Activity
Newton One Investments LLC filed their most recent 13F report on Sep 30, 2025 disclosing 120 equity positions with a total 13F market value of $338M. The fund increased holdings in Ishares TR, Vanguard Index FDS, Vanguard Intl Equity Index F among other positions. Newton One Investments LLC reduced exposure to SPDR S&P 500 Etf TR, Schwab Strategic TR, Schwab Strategic TR among others.
Top Holdings
Equity Positions (120)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BND | VANGUARD BD INDEX FDS | 16.66% | $56.3M | 756,648 | $76.80 | $74.37 | +$1.1M |
I IVV | ISHARES TR | 15.60% | $52.7M | 78,700 | $588.92 | $669.30 | +$7.5M |
V VUG | VANGUARD INDEX FDS | 12.53% | $42.3M | 88,228 | $312.03 | $479.61 | +$3.2M |
V VCIT | VANGUARD SCOTTSDALE FDS | 11.20% | $37.8M | 449,638 | $82.40 | $84.11 | +$864.7K |
V VEU | VANGUARD INTL EQUITY INDEX F | 7.88% | $26.6M | 372,909 | $53.22 | $71.37 | +$1.4M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more