Newton One Investments LLC ETF holdings
Newark, DE
Reported $388.0M in 56 ETFs in its Form 13F for June 30, 2026.
ETF value
$388.0M
ETFs held
56
Change from prior quarter
+7.5%
With price moves
ETFs as a share of its 13F
97.7%
of $397.1M
Top 10 of 56 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BND | Vanguard Total Bond Market ETF | $55.6M | 756,795 | −29,970 shares |
| IVV | iShares Core S&P 500 ETF | $54.7M | 73,107 | −2,264 shares |
| VUG | Vanguard Morningstar Growth ETF | $43.6M | 505,882 | +419,421 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $37.0M | 447,083 | −17,647 shares |
| VTV | Vanguard Morningstar Value ETF | $32.1M | 147,233 | −160 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $27.2M | 324,654 | −5,477 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $22.7M | 293,746 | −6,209 shares |
| IJR | iShares Core S&P Small-Cap ETF | $19.6M | 132,452 | −3,692 shares |
| VTEB | Vanguard Tax-Exempt Bond ETF | $15.7M | 310,046 | +7,569 shares |
| IWD | iShares Russell 1000 Value ETF | $12.2M | 50,120 | −586 shares |
46 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001842787. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Newton One Investments LLC own?
Newton One Investments LLC reported 56 ETF positions worth $388.0M in its Form 13F for June 30, 2026. The largest was BND, at $55.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.