Newton One Investments LLC quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Newton One Investments LLC opened 10 positions, added to 17, reduced 26, sold out of 4 and left 7 unchanged. The largest increase in value was VUG (+$5,811,213); the largest decrease was BND (-$2,381,080).
- CWI: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 1,318; Shares 2026-06-30 0.
- DOL: Country of operation —; Class TRUE DEVELOPED I; Shares 2026-03-31 631; Shares 2026-06-30 0.
- USMV: Country of operation —; Class MSCI USA MIN VOL; Shares 2026-03-31 329; Shares 2026-06-30 0.
- ETHO: Country of operation —; Class AMPLIFY ETHO CLI; Shares 2026-03-31 55; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1842787): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-07-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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