Newton One Investments LLC
All 13F Filings
- Location
- Newark, DE
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 392,043
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 150 | 392,043 | 13F-HR | Newton One Investments LLC |
| Q2 2026 | 7/22/2026 | 146 | 397,091 | 13F-HR | Newton One Investments LLC |
| Q1 2026 | 4/24/2026 | 121 | 368,493 | 13F-HR | Newton One Investments LLC |
| Q4 2025 | 1/23/2026 | 120 | 339,016 | 13F-HR | Newton One Investments LLC |
| Q3 2025 | 10/10/2025 | 120 | 337,687 | 13F-HR | Newton One Investments LLC |
| Q2 2025 | 7/16/2025 | 128 | 317,798 | 13F-HR | Newton One Investments LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.93 K | 2.3% | 0 | 270 | -270 |
| ETFs | 383.1 K | 97.7% | 0 | 4.791 K | -4.791 K |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
392,043
Holdings
150
QoQ value change ($000)
-5,048
(-1.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.