Latest Newton One Investments LLC Stock Portfolio
Newton One Investments LLC Performance:
2026 Q1: -1.57%YTD: -1.57%2025: 11.64%
Performance for 2026 Q1 is -1.57%, and YTD is -1.57%, and 2025 is 11.64%.
About Newton One Investments LLC and 13F Hedge Fund Stock Holdings
On 2026-04-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Newton One Investments LLC reported an equity portfolio of $368.5 Millions as of 31 Mar, 2026.
The top stock holdings of Newton One Investments LLC are BIV, IJR, BNDW. The fund has invested 15.7% of it's portfolio in VANGUARD BD INDEX FDS and 13.4% of portfolio in ISHARES TR.
They significantly reduced their stock positions in ISHARES TR (IJR), VANECK BITCOIN ETF and WISDOMTREE TR (AGZD). Newton One Investments LLC opened new stock positions in VERSANT MEDIA GROUP INC. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and VANGUARD INTL EQUITY INDEX F (VEU).
The top stock holdings of Newton One Investments LLC are BIV, IJR, BNDW. The fund has invested 15.7% of it's portfolio in VANGUARD BD INDEX FDS and 13.4% of portfolio in ISHARES TR.
They significantly reduced their stock positions in ISHARES TR (IJR), VANECK BITCOIN ETF and WISDOMTREE TR (AGZD). Newton One Investments LLC opened new stock positions in VERSANT MEDIA GROUP INC. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and VANGUARD INTL EQUITY INDEX F (VEU).
Newton One Investments LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Newton One Investments LLC made a return of -1.57% in the last quarter. In trailing 12 months, it's portfolio return was 11.55%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| versant media group inc | 704 |
New stocks bought by Newton One Investments LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 458 |
| ishares tr | 319 |
| vanguard intl equity index f | 185 |
| home depot inc | 50.00 |
| ishares tr | 24.97 |
| vanguard mun bd fds | 4.85 |
| vanguard bd index fds | 3.54 |
| united parcel svcs inc | 3.03 |
Additions to existing portfolio by Newton One Investments LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -79.46 |
| vaneck bitcoin etf | -71.88 |
| wisdomtree tr | -65.95 |
| vanguard whitehall fds | -34.32 |
| ishares tr | -30.16 |
| ishares tr | -30.09 |
| vanguard world fd | -26.49 |
| ishares tr | -19.28 |
Newton One Investments LLC reduced stake in above stock
Sold off
Sector Distribution
Newton One Investments LLC has about 97.9% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 97.9 |
Market Cap. Distribution
Newton One Investments LLC has about 1.6% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 97.9 |
| MEGA-CAP | 1.6 |
Stocks belong to which Index?
About 2% of the stocks held by Newton One Investments LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 97.9 |
| S&P 500 | 2 |
Newton One Investments LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Newton One Investments LLC
Newton One Investments LLC has 121 stocks in it's portfolio. About 81.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VEU was the most profitable stock for Newton One Investments LLC last quarter.
Last Reported on: 24 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.70 | 10,203 | 2,589,500 | added | 0.09 | ||
| AAXJ | ishares tr | 0.00 | 151 | 11,853 | reduced | -30.09 | ||
| ACWF | ishares tr | 0.02 | 862 | 60,508 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.01 | 149 | 30,217 | added | 0.68 | ||
| AGZD | wisdomtree tr | 0.01 | 631 | 42,911 | reduced | -65.95 | ||
| AMLX | amplify etf tr | 0.00 | 55.00 | 3,657 | reduced | -16.67 | ||
| AMPS | ishares tr | 0.01 | 329 | 30,512 | reduced | -10.6 | ||
| AMZN | amazon com inc | 0.07 | 1,280 | 266,586 | unchanged | 0.00 | ||
| AON | aon plc | 0.12 | 1,338 | 432,041 | added | 0.22 | ||
| APD | air products and chemicals i | 0.01 | 135 | 39,228 | added | 0.75 | ||
| ATEC | alphatec hldgs inc | 0.02 | 5,500 | 59,840 | unchanged | 0.00 | ||
| BIV | vanguard bd index fds | 15.72 | 786,765 | 57,937,400 | added | 3.54 | ||
| BNDW | vanguard scottsdale fds | 10.44 | 464,730 | 38,456,400 | added | 2.9 | ||
| BNDW | vanguard scottsdale fds | 0.02 | 754 | 70,680 | reduced | -5.63 | ||
| BNDW | vanguard scottsdale fds | 0.02 | 630 | 69,105 | reduced | -0.16 | ||
| BYND | beyond meat inc | 0.00 | 10.00 | 8.00 | unchanged | 0.00 | ||
| CEG | constellation energy corp | 0.12 | 1,525 | 425,857 | unchanged | 0.00 | ||
| CMCSA | comcast corp new | 0.00 | 491 | 14,097 | unchanged | 0.00 | ||
| CSCO | cisco sys inc | 0.00 | 161 | 12,496 | unchanged | 0.00 | ||
| CTVA | corteva inc | 0.00 | 177 | 14,803 | added | 0.57 | ||