Newton One Investments LLC has filed its Form 13F-HR, disclosing the firm’s equity portfolio as of the close of business on September 30, 2026. The filing lists the firm’s principal executive officer, Ryan Gwinn, as the responsible person for the report.
The report details a portfolio consisting of 239 individual equity positions. The largest holding in the portfolio is the iShares Core S&P 500 ETF, which Newton One holds 29,567,771 shares. This is followed by the iShares Core S&P 500 ETF, with 7,298,300 shares, and the Vanguard Total Stock Market ETF, which holds 26,664,000 shares.
Among the individual common stock holdings, the filing identifies several major positions. The firm holds 10,504 shares of Apple Inc., 5,500 shares of Alphatec Holdings Inc., and 2,278 shares of Amazon.com Inc. Other notable individual stock holdings include 1,500 shares of Constellation Energy Corp., 1,100 shares of JPMorgan Chase & Co., and 1,000 shares each of Revolution Medicines Inc. and Peloton Interactive Inc.
The portfolio also includes a variety of exchange-traded funds (ETFs) covering various market segments. These include the iShares Core MSCI World ETF, the Vanguard International Equity Index Fund, and the SPDR S&P 500 ETF Trust. Additionally, the filing lists a position in the VanEck Bitcoin ETF, with 518 shares.
