SEC Form 13F

Newton One Investments LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-23
Reported value$397,091,124
Positions146

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$55,556,316756,795
ISHARES TRIVVCORE S&P500 ETF$54,749,18273,107
VANGUARD INDEX FDSVUGGROWTH ETF$43,576,716505,882
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$36,951,420447,083
VANGUARD INDEX FDSVTVVALUE ETF$32,086,467147,233
VANGUARD INTL EQUITY INDEX FVEUALLWRLD EX US$27,189,755324,654
ISHARES TRIJHCORE S&P MCP ETF$22,650,743293,746
ISHARES TRIJRCORE S&P SCP ETF$19,643,983132,452
VANGUARD MUN BD FDSVTEBTAX EXEMPT BD$15,682,130310,046
ISHARES TRIWDRUS 1000 VAL ETF$12,150,64050,120

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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