CIK 1842787
Newton One Investments LLC
Institutional 13F holdings & portfolio
Holdings
120
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 120
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IEFA | ISHARES TR | 1K | $100K–$500K | SH |
| ATEC | ALPHATEC HLDGS INC | 6K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 356 | $100K–$500K | SH |
| IYW | ISHARES TR | 478 | $50K–$100K | SH |
| SCHE | SCHWAB STRATEGIC TR | 3K | $50K–$100K | SH |
| PEP | PEPSICO INC | 627 | $50K–$100K | SH |
| SCHC | SCHWAB STRATEGIC TR | 2K | $50K–$100K | SH |
| IWM | ISHARES TR | 329 | $50K–$100K | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 631 | $50K–$100K | SH |
| ESGV | VANGUARD WORLD FD | 618 | $50K–$100K | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 799 | $50K–$100K | SH |
| GOOGL | ALPHABET INC | 200 | $50K–$100K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 102 | $50K–$100K | SH |
| DGRO | ISHARES TR | 862 | $50K–$100K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 117 | $50K–$100K | SH |
| PPL | PPL CORP | 2K | $50K–$100K | SH |
| DGRW | WISDOMTREE TR | 595 | $50K–$100K | SH |
| EMR | EMERSON ELEC CO | 395 | $50K–$100K | SH |
| CWI | SPDR INDEX SHS FDS | 1K | $50K–$100K | SH |
| CVX | CHEVRON CORP NEW | 335 | $50K–$100K | SH |
| VO | VANGUARD INDEX FDS | 167 | $15K–$50K | SH |
| HODL | VANECK BITCOIN ETF | 2K | $15K–$50K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 986 | $15K–$50K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 148 | $15K–$50K | SH |
| MSFT | MICROSOFT CORP | 75 | $15K–$50K | SH |
| NFLX | NETFLIX INC | 380 | $15K–$50K | SH |
| USMV | ISHARES TR | 368 | $15K–$50K | SH |
| IEMG | ISHARES INC | 497 | $15K–$50K | SH |
| APD | AIR PRODS & CHEMS INC | 134 | $15K–$50K | SH |
| JNJ | JOHNSON & JOHNSON | 153 | $15K–$50K | SH |
| WFC | WELLS FARGO CO NEW | 311 | $15K–$50K | SH |
| XOM | EXXON MOBIL CORP | 204 | $15K–$50K | SH |
| MO | ALTRIA GROUP INC | 412 | $15K–$50K | SH |
| T | AT&T INC | 950 | $15K–$50K | SH |
| QCOM | QUALCOMM INC | 133 | $15K–$50K | SH |
| GE | GE AEROSPACE | 63 | $15K–$50K | SH |
| VSGX | VANGUARD WORLD FD | 268 | $15K–$50K | SH |
| LYFT | LYFT INC | 962 | $15K–$50K | SH |
| UTZ | UTZ BRANDS INC | 2K | $15K–$50K | SH |
| SCZ | ISHARES TR | 216 | $15K–$50K | SH |
| MMM | 3M CO | 102 | $15K–$50K | SH |
| CMCSA | COMCAST CORP NEW | 491 | $1K–$15K | SH |
| HD | HOME DEPOT INC | 40 | $1K–$15K | SH |
| ECL | ECOLAB INC | 51 | $1K–$15K | SH |
| TSLA | TESLA INC | 30 | $1K–$15K | SH |
| MDLZ | MONDELEZ INTL INC | 245 | $1K–$15K | SH |
| PINS | PINTEREST INC | 500 | $1K–$15K | SH |
| CSCO | CISCO SYS INC | 161 | $1K–$15K | SH |
| CTVA | CORTEVA INC | 176 | $1K–$15K | SH |
| UNM | UNUM GROUP | 138 | $1K–$15K | SH |