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Portfolio (Quarterly) Guide ↗

Newton One Investments LLC

· CIK 0001842787
13F Portfolio $397M AUM 146 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 146 New
Page 2 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VT VANGUARD INTL EQUITY INDEX F 6,904.0 $1.1M 0.27% NEW $156.95 +2.9%
22 IJS ISHARES TR 7,713.0 $1.1M 0.27% NEW $136.68 +1.0%
23 IWO ISHARES TR 2,219.0 $874K 0.22% NEW $393.99 -1.8%
24 VXF VANGUARD INDEX FDS 2,573.0 $634K 0.16% NEW $246.22 -0.2%
25 AMZN AMAZON COM INC Consumer Cyclical 2,280.0 $543K 0.14% NEW $238.34 +7.5%
26 GS GOLDMAN SACHS GROUP INC Financial Services 514.0 $520K 0.13% NEW $1012.12 +2.8%
27 IVW ISHARES TR 3,465.0 $477K 0.12% NEW $137.52 +2.4%
28 IWF ISHARES TR 3,755.0 $466K 0.12% NEW $124.18 -0.2%
29 DFUV DIMENSIONAL ETF TRUST 8,476.0 $466K 0.12% NEW $55.01 +3.8%
30 AON AON PLC Financial Services 1,338.0 $444K 0.11% NEW $331.81 +5.3%
31 DE DEERE & CO Industrials 653.0 $414K 0.10% NEW $634.52 -1.9%
32 VV VANGUARD INDEX FDS 1,199.0 $412K 0.10% NEW $343.90 +3.3%
33 IVE ISHARES TR 1,735.0 $394K 0.10% NEW $227.07 +4.4%
34 CEG CONSTELLATION ENERGY CORP Utilities 1,525.0 $379K 0.10% NEW $248.37 +13.7%
35 JPM JPMORGAN CHASE & CO Financial Services 1,097.0 $359K 0.09% NEW $327.19 +8.3%
36 META META PLATFORMS INC Communication Services 550.0 $310K 0.08% NEW $563.03 +1.4%
37 MCD MCDONALDS CORP Consumer Cyclical 1,072.0 $290K 0.07% NEW $270.19 -3.7%
38 UNH UNITEDHEALTH GROUP INC Healthcare 630.0 $262K 0.07% NEW $415.55 -4.9%
39 ORCL ORACLE CORP Technology 1,561.0 $229K 0.06% NEW $146.59 +3.6%
40 VPL VANGUARD INTL EQUITY INDEX F 1,903.0 $220K 0.06% NEW $115.70 +0.1%
Page 2 of 8  ·  146 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.0%
Financial Services 26.8%
Consumer Cyclical 9.3%
Utilities 7.3%
Industrials 6.5%
Communication Services 5.3%
Consumer Defensive 4.7%
Healthcare 3.9%
Energy 1.1%
Basic Materials 0.9%