Notify me when Newton One Investments LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 120 | $339,016,278 | +$1,524,720 | -$4,107,660 | -$2,582,940 | BND, IVV, VUG, VCIT, VEU | 13F-HR | 22 Jan 2026, 18:34 |
| Q3 2025 | 120 | $337,687,151 | +$5,523,933 | -$2,905,134 | +$2,618,799 | BND, IVV, VUG, VCIT, VEU | 13F-HR | 10 Oct 2025, 12:48 |
| Q2 2025 | 128 | $317,798,404 | +$23,571,620 | -$3,535,372 | +$20,036,248 | BND, IVV, VUG, VCIT, VEU | 13F-HR | 15 Jul 2025, 18:05 |
| Q1 2025 | 118 | $279,649,188 | +$27,925,554 | -$3,837,953 | +$24,087,601 | BND, VCIT, VUG, VEU, IVV | 13F-HR | 18 Apr 2025, 17:57 |
| Q4 2024 | 122 | $259,409,859 | +$32,229,902 | -$3,743,263 | +$28,486,639 | BND, VUG, VCIT, VEU, IJH | 13F-HR | 24 Jan 2025, 20:17 |
| Q3 2024 | 41 | $249,422,002 | +$31,558,173 | -$26,429,552 | +$5,128,621 | BND, VCIT, VUG, VEU, SCHM | 13F-HR | 17 Oct 2024, 11:38 |
| Q2 2024 | 116 | $231,972,364 | +$6,821,720 | -$2,617,956 | +$4,203,764 | BND, BSV, VUG, SCHM, VEU | 13F-HR | 17 Jul 2024, 15:24 |
| Q1 2024 | 113 | $227,414,692 | +$6,579,437 | -$1,293,156 | +$5,286,281 | BND, BSV, VUG, SCHM, VEU | 13F-HR | 16 Apr 2024, 14:47 |
| Q4 2023 | 114 | $217,418,135 | +$40,531,428 | -$5,396,136 | +$35,135,292 | BND, BSV, VUG, VEU, SCHM | 13F-HR | 22 Jan 2024, 20:00 |
| Q3 2023 | 124 | $167,896,538 | +$2,714,684 | -$2,434,169 | +$280,515 | BND, BSV, VEU, SCHM, VUG | 13F-HR | 20 Oct 2023, 18:26 |
| Q2 2023 | 127 | $174,327,378 | +$2,870,428 | -$125,331 | +$2,745,097 | BND, BSV, VEU, SCHM, VUG | 13F-HR | 20 Jul 2023, 16:32 |
| Q1 2023 | 118 | $166,441,571 | +$5,399,822 | -$1,084,163 | +$4,315,659 | BND, BSV, VEU, SCHM, VUG | 13F-HR | 18 Apr 2023, 21:49 |
| Q4 2022 | 118 | $154,979,067 | +$8,728,851 | -$2,506,968 | +$6,221,883 | BND, BSV, VEU, SCHM, VTEB | 13F-HR | 20 Jan 2023, 21:24 |
| Q3 2022 | 118 | $140,456,000 | +$13,363,259 | -$485,698 | +$12,877,561 | BND, BSV, SCHM, VEU, VTEB | 13F-HR | 18 Oct 2022, 19:26 |
| Q2 2022 | 124 | $134,488,000 | +$16,235,684 | -$1,577,174 | +$14,658,510 | BSV, BND, SCHM, VTEB, VUG | 13F-HR | 11 Jul 2022, 17:18 |
| Q1 2022 | 122 | $137,205,000 | +$3,410,020 | -$210,478 | +$3,199,542 | BSV, BND, SCHM, VUG, IWD | 13F-HR | 28 Apr 2022, 17:22 |
| Q4 2021 | 129 | $141,557,000 | +$2,286,917 | -$155,523 | +$2,131,394 | BSV, BND, SCHM, VUG, IWD | 13F-HR | 24 Jan 2022, 18:17 |
| Q3 2021 | 132 | $134,119,000 | +$12,942,588 | -$3,206,124 | +$9,736,464 | BSV, BND, SCHM, VUG, IWD | 13F-HR | 19 Oct 2021, 13:36 |
| Q2 2021 | 114 | $125,990,000 | +$9,156,781 | -$684,248 | +$8,472,533 | BSV, BND, SCHM, VT, VUG | 13F-HR | 16 Jul 2021, 15:03 |
| Q1 2021 | 71 | $112,508,000 | +$6,220,873 | -$188,121 | +$6,032,752 | BND, BSV, SCHM, VT, IWD | 13F-HR | 22 Apr 2021, 21:24 |
| Q4 2020 | 66 | $101,717,000 | $0 | $0 | $0 | BND, BSV, SCHM, IWD, VUG | 13F-HR | 27 Jan 2021, 20:30 |