Newton One Investments LLC holds a focused book of 146 stocks worth $397.1M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Allstate Corp and trimmed Vanguard Total Bond Market. Their largest long position is Vanguard Total Bond Market at 14% of the equity book. Cloning the disclosed picks since 2024 would be +23% (+12.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1842787/holdings"
Use Arkolith to show Newton One Investments LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 6.2 points over this window.
Growth of $10,000 cloning Newton One Investments LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard BD Index FDS TOTAL BND MRKT | $55.6M | 756.8K | 14.0% | ▼−3.8% Reduced · −30K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $54.7M | 73.1K | 13.8% | ▼−3.0% Reduced · −2K sh | |
| 3 | Vanguard Index FDS GROWTH ETF | $43.6M | 505.9K | 11.0% | ▲+485% Added · +419K sh | |
| 4 | Vanguard Scottsdale FDS INT-TERM CORP | $37.0M | 447.1K | 9.3% | ▼−3.8% Reduced · −18K sh | |
| 5 | Vanguard Index FDS VALUE ETF | $32.1M | 147.2K | 8.1% | ▼−0.1% Reduced · −160 sh | |
| 6 | Vanguard Intl Equity Index F ALLWRLD EX US | $27.2M | 324.7K | 6.8% | ▼−1.6% Reduced · −5K sh | |
| 7 | Ishares TR CORE S&P MCP ETF | $22.7M | 293.7K | 5.7% | ▼−2.1% Reduced · −6K sh | |
| 8 | Ishares TR CORE S&P SCP ETF | $19.6M | 132.5K | 4.9% | ▼−2.7% Reduced · −4K sh | |
| 9 | Vanguard Mun BD FDS TAX EXEMPT BD | $15.7M | 310.0K | 3.9% | ▲+2.5% Added · +8K sh | |
| 10 | Ishares TR RUS 1000 VAL ETF | $12.2M | 50.1K | 3.1% | ▼−1.1% Reduced · −586 sh | |
| 11 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $10.8M | 180.9K | 2.7% | ▼−1.3% Reduced · −2K sh | |
| 12 | Vanguard Index FDS TOTAL STK MKT | $10.4M | 28.1K | 2.6% | ▼−1.0% Reduced · −277 sh | |
| 13 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $10.3M | 66.7K | 2.6% | ▼−0.8% Reduced · −504 sh | |
| 14 | Ishares TR CORE MSCI TOTAL | $9.1M | 95.7K | 2.3% | ▲+0.1% Added · +131 sh | |
| 15 | Schwab Strategic TR US MID-CAP ETF | $7.0M | 190.4K | 1.8% | ▼−0.3% Reduced · −495 sh | |
| 16 | Vanguard Index FDS SMALL CP ETF | $6.4M | 21.0K | 1.6% | ▲+0.2% Added · +37 sh | |
| 17 | Apple Inc COM | $3.0M | 10.5K | 0.8% | ▲+2.4% Added · +249 sh | |
| 18 | Vanguard Index FDS SM CP VAL ETF | $2.4M | 10.0K | 0.6% | ▼−1.6% Reduced · −168 sh | |
| 19 | Ishares TR S&P SML 600 GWT | $2.1M | 11.5K | 0.5% | ▼−1.1% Reduced · −129 sh | |
| 20 | State STR SPDR S&P 500 ETF T TR UNIT | $1.1M | 1.5K | 0.3% | ▼−0.6% Reduced · −9 sh | |
| 21 | Vanguard Intl Equity Index F TT WRLD ST ETF | $1.1M | 6.9K | 0.3% | ▼−4.9% Reduced · −357 sh | |
| 22 | Ishares TR SP SMCP600VL ETF | $1.1M | 7.7K | 0.3% | ▲+0.4% Added · +31 sh | |
| 23 | Ishares TR RUS 2000 GRW ETF | $874K | 2.2K | 0.2% | ▼−3.6% Reduced · −83 sh | |
| 24 | Vanguard Index FDS EXTEND MKT ETF | $634K | 2.6K | 0.2% | ▼~0% Reduced · −1 sh | |
| 25 | Amazon Com Inc COM | $543K | 2.3K | 0.1% | ▲+78% Added · +1K sh | |
| 26 | Goldman Sachs Group Inc COM | $520K | 514 | 0.1% | ▲+0.4% Added · +2 sh | |
| 27 | Ishares TR S&P 500 GRWT ETF | $477K | 3.5K | 0.1% | ▼−6.3% Reduced · −232 sh | |
| 28 | Ishares TR RUS 1000 GRW ETF | $466K | 3.8K | 0.1% | ▲+254% Added · +3K sh | |
| 29 | Dimensional ETF Trust US MKTWIDE VALUE | $466K | 8.5K | 0.1% | ▲+0.3% Added · +27 sh | |
| 30 | Aon PLC SHS CL A | $444K | 1.3K | 0.1% | —Held | |
| 31 | Deere & Co COM | $414K | 653 | 0.1% | ▲+0.3% Added · +2 sh | |
| 32 | Vanguard Index FDS LARGE CAP ETF | $412K | 1.2K | 0.1% | ▼−6.9% Reduced · −89 sh | |
| 33 | Ishares TR S&P 500 VAL ETF | $394K | 1.7K | 0.1% | —Held | |
| 34 | Constellation Energy Corp COM | $379K | 1.5K | 0.1% | —Held | |
| 35 | JPMorgan Chase & Co COM | $359K | 1.1K | 0.1% | ▲+0.5% Added · +6 sh | |
| 36 | Meta Platforms Inc CL A | $310K | 550 | 0.1% | ▲+0.2% Added · +1 sh | |
| 37 | McDonalds Corp COM | $290K | 1.1K | 0.1% | ▲+0.7% Added · +7 sh | |
| 38 | Unitedhealth Group Inc COM | $262K | 630 | 0.1% | ▲+0.6% Added · +4 sh | |
| 39 | Oracle Corp COM | $229K | 1.6K | 0.1% | ▲+0.3% Added · +4 sh | |
| 40 | Vanguard Intl Equity Index F FTSE PACIFIC ETF | $220K | 1.9K | 0.1% | —Held | |
| 41 | Exelon Corp COM | $213K | 4.6K | 0.1% | —Held | |
| 42 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $206K | 2.3K | 0.1% | ▲+1.4% Added · +32 sh | |
| 43 | Ishares TR RUSSELL 3000 ETF | $200K | 469 | 0.1% | ▼−0.8% Reduced · −4 sh | |
| 44 | Dimensional ETF Trust US SMALL CAP ETF | $191K | 2.3K | 0.0% | ▲+0.2% Added · +4 sh | |
| 45 | Philip Morris Intl Inc COM | $157K | 866 | 0.0% | ▲+0.3% Added · +3 sh | |
| 46 | Vanguard Specialized Funds DIV APP ETF | $151K | 640 | 0.0% | ▲+0.5% Added · +3 sh | |
| 47 | Procter & Gamble Co COM | $150K | 1.0K | 0.0% | ▲+15% Added · +132 sh | |
| 48 | Vanguard Whitehall FDS HIGH DIV YLD | $128K | 813 | 0.0% | ▼−3.9% Reduced · −33 sh | |
| 49 | Ishares TR U.S. TECH ETF | $121K | 479 | 0.0% | —Held | |
| 50 | International Business Machs COM | $101K | 360 | 0.0% | ▲+0.6% Added · +2 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 146 | $397.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 121 | $368.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 120 | $339.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 10, 2025 | 120 | $337.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 128 | $317.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 118 | $279.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 122 | $259.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 41 | $249.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.