Newton One Investments LLC - Portfolio Stock Holdings
Newton One Investments LLC disclosed 147 stock positions in a recent SEC 13F filing. $397,089,860 of stock holdings were filed, with the largest holdings including BND, IVV, and VUG. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $445,459,889 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
147Est. Stock Holding Value:
$397,089,860Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Newton One Investments LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...