Newton One Investments
Newton One Investments reported 150 stocks worth $392M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are IVV (14.3%), BND (14.0%) and VUG (11.5%). Compared with Q2 2026, the fund opened new positions in NVDA and XOM, added to BND, VCIT and VEU, trimmed IVV, VUG and VTV and sold out of ALL, NI and MTZ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $55.9M | 14.3% | 73K | −124 (−0%) | 8 of 8 | |
| 2 |  BND Vanguard BD Index Fds | $54.8M | 14.0% | 782K | +25K (+3%) | 8 of 8 | |
| 3 |  VUG Vanguard Index Fds | $45.2M | 11.5% | 502K | −4,346 (−1%) | 8 of 8 | |
| 4 |  VCIT Vanguard Scottsdale Fds | $36.2M | 9.2% | 462K | +15K (+3%) | 8 of 8 | |
| 5 |  VTV Vanguard Index Fds | $31.8M | 8.1% | 147K | −287 (−0%) | 8 of 8 | |
| 6 |  VEU Vanguard Intl Equity Index F | $27M | 6.9% | 325K | +787 (+0%) | 8 of 8 | |
| 7 |  IJH Ishares TR | $21.3M | 5.4% | 296K | +1,931 (+1%) | 8 of 8 | |
| 8 |  IJR Ishares TR | $18.3M | 4.7% | 134K | +1,992 (+2%) | 8 of 8 | |
| 9 |  VTEB Vanguard Mun BD Fds | $15M | 3.8% | 317K | +7,358 (+2%) | 8 of 8 | |
| 10 |  IWD Ishares TR | $12M | 3.1% | 49K | −1,585 (−3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ALL Allstate Corp | $77K | 323 |
 NI Nisource Inc | $54K | 1,129 |
 MTZ Mastec Inc | $42K | 100 |
 PWR Quanta Svcs Inc | $36K | 50 |
 XOM Exxon Mobil Corp | $28K | 207 |
🔒 Free account: see all 27.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Newton One Investments 13F FAQ
What does Newton One Investments own?
Newton One Investments reported 150 stocks worth $392M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are IVV (14.3%), BND (14.0%) and VUG (11.5%). The table above lists every position in the filing (the top 10 without an account).
What did Newton One Investments buy and sell in Q3 2026?
Compared with Q2 2026: 31 new positions, 38 added to, 37 trimmed and 27 sold out. New positions include NVDA and XOM. It sold all of ALL, NI and MTZ.
When will Newton One Investments file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Newton One Investments's portfolio worth?
The Q3 2026 filing reports $392M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.