Newton One Investments LLC quarter change: USA Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Newton One Investments LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
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.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| EPG Wealth Management LLC | United States | $0.369B | 321 |
| AYAL Capital Advisors Ltd | Canada | $0.369B | 56 |
| CCG WEALTH MANAGEMENT, LLC | United States | $0.369B | 136 |
| ATTICUS WEALTH MANAGEMENT, LLC | United States | $0.369B | 181 |
| Merk Investments LLC | United States | $0.368B | 11 |
| Meredith Wealth Planning | United States | $0.369B | 70 |
| WESTERLY CAPITAL MANAGEMENT, LLC | United States | $0.368B | 37 |
| WorthPointe, LLC | United States | $0.369B | 118 |
| Mizuho Bank, Ltd. | Japan | $0.369B | 4 |
| ARK & TLK INVESTMENTS, LLC | United States | $0.370B | 119 |