Newton One Investments LLC - Portfolio Stock Holdings
Newton One Investments LLC disclosed 174 stock positions in a recent SEC 13F filing. $392,040,322 of stock holdings were filed, with the largest holdings including IVV, BND, and VUG. This filing represented positions held on Sept. 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:
Sept. 30, 2026No. of Stocks:
174Est. Stock Holding Value:
$392,040,322Top Stock Holdings By Sector
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Portfolio Stock Holdings - Newton One Investments LLC
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% of Portfolio
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