# EDGAR Filing Document

**Accession Number:** 0001842787
**File Stem:** 0001842787-26-000003
**Filing Date:** 2026-4
**Character Count:** 15317
**Document Hash:** 4bea16a75812fe241dc4dc3b483f86a2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001842787-26-000003.hdr.sgml**: 20260424

**ACCESSION NUMBER**: 0001842787-26-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260424

**DATE AS OF CHANGE**: 20260424

**EFFECTIVENESS DATE**: 20260424

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Newton One Investments LLC
- **CENTRAL INDEX KEY:** 0001842787

**ORGANIZATION NAME:**
- **EIN:** 463916607
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20475
- **FILM NUMBER:** 26892498

**BUSINESS ADDRESS:**
- **STREET 1:** 131 CONTINENTAL DRIVE
- **STREET 2:** SUITE 206
- **CITY:** NEWARK
- **STATE:** DE
- **ZIP:** 19713
- **BUSINESS PHONE:** 3027311326

**MAIL ADDRESS:**
- **STREET 1:** 131 CONTINENTAL DRIVE
- **STREET 2:** SUITE 206
- **CITY:** NEWARK
- **STATE:** DE
- **ZIP:** 19713

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Newton One Investments LLC<br>**Address:** 131 CONTINENTAL DRIVE<br>SUITE 206<br>NEWARK, DE 19713

**Form 13F File Number:** 028-20475

**CRD Number (if applicable):** 000147048

**SEC File Number (if applicable):** 801-69525

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ryan Gwinn<br>**Title:** Chief Compliance Officer<br>**Phone:** 302-731-1326

**Signature, Place, and Date of Signing:**

Ryan Gwinn  Newark, DE  04-24-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 121

**Form 13F Information Table Value Total:** $368493399

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 14925 | 103 | SH |  | SOLE |  | 0 | 0 | 103 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 |  | 39228 | 135 | SH |  | SOLE |  | 0 | 0 | 135 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 57572 | 200 | SH |  | SOLE |  | 0 | 0 | 200 |
| ALPHATEC HLDGS INC | COM NEW | 02081G201 |  | 59840 | 5500 | SH |  | SOLE |  | 0 | 0 | 5500 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 27691 | 420 | SH |  | SOLE |  | 0 | 0 | 420 |
| AMAZON COM INC | COM | 023135106 |  | 266586 | 1280 | SH |  | SOLE |  | 0 | 0 | 1280 |
| AMPLIFY ETF TR | AMPLIFY ETHO CLI | 032108557 |  | 3657 | 55 | SH |  | SOLE |  | 0 | 0 | 55 |
| AON PLC | SHS CL A | G0403H108 |  | 432041 | 1338 | SH |  | SOLE |  | 0 | 0 | 1338 |
| APPLE INC | COM | 037833100 |  | 2589497 | 10203 | SH |  | SOLE |  | 0 | 0 | 10203 |
| AT INC | COM | 00206R102 |  | 27541 | 950 | SH |  | SOLE |  | 0 | 0 | 950 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 30217 | 149 | SH |  | SOLE |  | 0 | 0 | 149 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 56067 | 117 | SH |  | SOLE |  | 0 | 0 | 117 |
| BEYOND MEAT INC | COM | 08862E109 |  | 8 | 10 | SH |  | SOLE |  | 0 | 0 | 10 |
| CHEVRON CORPORATION | COM | 166764100 |  | 69880 | 338 | SH |  | SOLE |  | 0 | 0 | 338 |
| CISCO SYS INC | COM | 17275R102 |  | 12496 | 161 | SH |  | SOLE |  | 0 | 0 | 161 |
| COCA COLA CO | COM | 191216100 |  | 10399 | 137 | SH |  | SOLE |  | 0 | 0 | 137 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 14097 | 491 | SH |  | SOLE |  | 0 | 0 | 491 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 425857 | 1525 | SH |  | SOLE |  | 0 | 0 | 1525 |
| CORTEVA INC | COM | 22052L104 |  | 14803 | 177 | SH |  | SOLE |  | 0 | 0 | 177 |
| DEERE  CO | COM | 244199105 |  | 366920 | 651 | SH |  | SOLE |  | 0 | 0 | 651 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 9252 | 51 | SH |  | SOLE |  | 0 | 0 | 51 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 409428 | 8449 | SH |  | SOLE |  | 0 | 0 | 8449 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 164979 | 2319 | SH |  | SOLE |  | 0 | 0 | 2319 |
| DISNEY WALT CO | COM | 254687106 |  | 3751 | 39 | SH |  | SOLE |  | 0 | 0 | 39 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 9477 | 153 | SH |  | SOLE |  | 0 | 0 | 153 |
| DOUGLAS ELLIMAN INC | COM | 25961D105 |  | 114 | 69 | SH |  | SOLE |  | 0 | 0 | 69 |
| DOW HLDGS INC | COM | 260557103 |  | 8475 | 203 | SH |  | SOLE |  | 0 | 0 | 203 |
| DUPONT DE NEMOURS INC | COM | 26614N102 |  | 8267 | 180 | SH |  | SOLE |  | 0 | 0 | 180 |
| ECOLAB INC | COM | 278865100 |  | 13735 | 52 | SH |  | SOLE |  | 0 | 0 | 52 |
| EMERSON ELEC CO | COM | 291011104 |  | 52006 | 397 | SH |  | SOLE |  | 0 | 0 | 397 |
| EXELON CORP | COM | 30161N101 |  | 224408 | 4578 | SH |  | SOLE |  | 0 | 0 | 4578 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 34913 | 206 | SH |  | SOLE |  | 0 | 0 | 206 |
| GE AEROSPACE | COM NEW | 369604301 |  | 17857 | 63 | SH |  | SOLE |  | 0 | 0 | 63 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 |  | 1431 | 20 | SH |  | SOLE |  | 0 | 0 | 20 |
| GE VERNOVA INC | COM | 36828A101 |  | 13131 | 15 | SH |  | SOLE |  | 0 | 0 | 15 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 433255 | 512 | SH |  | SOLE |  | 0 | 0 | 512 |
| HOME DEPOT INC | COM | 437076102 |  | 19805 | 60 | SH |  | SOLE |  | 0 | 0 | 60 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 86748 | 358 | SH |  | SOLE |  | 0 | 0 | 358 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 32853 | 471 | SH |  | SOLE |  | 0 | 0 | 471 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 60508 | 862 | SH |  | SOLE |  | 0 | 0 | 862 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 84284 | 931 | SH |  | SOLE |  | 0 | 0 | 931 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 8278994 | 95556 | SH |  | SOLE |  | 0 | 0 | 95556 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 20255974 | 299955 | SH |  | SOLE |  | 0 | 0 | 299955 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 16924068 | 136144 | SH |  | SOLE |  | 0 | 0 | 136144 |
| ISHARES TR | CORE S ETF | 464287200 |  | 49232792 | 75371 | SH |  | SOLE |  | 0 | 0 | 75371 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 11853 | 151 | SH |  | SOLE |  | 0 | 0 | 151 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 30512 | 329 | SH |  | SOLE |  | 0 | 0 | 329 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 452530 | 1061 | SH |  | SOLE |  | 0 | 0 | 1061 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 10834435 | 50706 | SH |  | SOLE |  | 0 | 0 | 50706 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 722341 | 2302 | SH |  | SOLE |  | 0 | 0 | 2302 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 78654 | 317 | SH |  | SOLE |  | 0 | 0 | 317 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 175426 | 473 | SH |  | SOLE |  | 0 | 0 | 473 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 418151 | 3697 | SH |  | SOLE |  | 0 | 0 | 3697 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 366369 | 1735 | SH |  | SOLE |  | 0 | 0 | 1735 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 1680609 | 11614 | SH |  | SOLE |  | 0 | 0 | 11614 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 909900 | 7682 | SH |  | SOLE |  | 0 | 0 | 7682 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 86813 | 479 | SH |  | SOLE |  | 0 | 0 | 479 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 37426 | 153 | SH |  | SOLE |  | 0 | 0 | 153 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 321019 | 1091 | SH |  | SOLE |  | 0 | 0 | 1091 |
| KRAFT HEINZ CO | COM | 500754106 |  | 2025 | 90 | SH |  | SOLE |  | 0 | 0 | 90 |
| LYFT INC | CL A COM | 55087P104 |  | 12795 | 962 | SH |  | SOLE |  | 0 | 0 | 962 |
| MCDONALDS CORP | COM | 580135101 |  | 330879 | 1065 | SH |  | SOLE |  | 0 | 0 | 1065 |
| META PLATFORMS INC | CL A | 30303M102 |  | 314225 | 549 | SH |  | SOLE |  | 0 | 0 | 549 |
| MICROSOFT CORP | COM | 594918104 |  | 27886 | 75 | SH |  | SOLE |  | 0 | 0 | 75 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 14261 | 247 | SH |  | SOLE |  | 0 | 0 | 247 |
| NETFLIX INC. | COM | 64110L106 |  | 36537 | 380 | SH |  | SOLE |  | 0 | 0 | 380 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 4227 | 115 | SH |  | SOLE |  | 0 | 0 | 115 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 174410 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| ON HLDG AG | NAMEN AKT A | H5919C104 |  | 3879 | 114 | SH |  | SOLE |  | 0 | 0 | 114 |
| ORACLE CORP | COM | 68389X105 |  | 229050 | 1557 | SH |  | SOLE |  | 0 | 0 | 1557 |
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 |  | 429 | 100 | SH |  | SOLE |  | 0 | 0 | 100 |
| PEPSICO INC | COM | 713448108 |  | 99284 | 639 | SH |  | SOLE |  | 0 | 0 | 639 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 142728 | 863 | SH |  | SOLE |  | 0 | 0 | 863 |
| PINTEREST INC | CL A | 72352L106 |  | 9170 | 500 | SH |  | SOLE |  | 0 | 0 | 500 |
| PPL CORP | COM | 69351T106 |  | 58217 | 1524 | SH |  | SOLE |  | 0 | 0 | 1524 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 129183 | 894 | SH |  | SOLE |  | 0 | 0 | 894 |
| QUALCOMM INC | COM | 747525103 |  | 17212 | 134 | SH |  | SOLE |  | 0 | 0 | 134 |
| REVOLUTION MEDICINES INC | COM | 76155X100 |  | 9725 | 100 | SH |  | SOLE |  | 0 | 0 | 100 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 91084 | 2764 | SH |  | SOLE |  | 0 | 0 | 2764 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 |  | 88777 | 1899 | SH |  | SOLE |  | 0 | 0 | 1899 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 5909797 | 190885 | SH |  | SOLE |  | 0 | 0 | 190885 |
| SOLVENTUM CORP | COM SHS | 83444M101 |  | 1568 | 24 | SH |  | SOLE |  | 0 | 0 | 24 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X848 |  | 48241 | 1318 | SH |  | SOLE |  | 0 | 0 | 1318 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 970501 | 1492 | SH |  | SOLE |  | 0 | 0 | 1492 |
| STATE STR SPDR S MIDCAP 40 | UTSER1 S | 78467Y107 |  | 63140 | 102 | SH |  | SOLE |  | 0 | 0 | 102 |
| TESLA INC | COM | 88160R101 |  | 11153 | 30 | SH |  | SOLE |  | 0 | 0 | 30 |
| UNITED PARCEL SVCS INC | CL B | 911312106 |  | 3346 | 34 | SH |  | SOLE |  | 0 | 0 | 34 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 169505 | 626 | SH |  | SOLE |  | 0 | 0 | 626 |
| UNUM GROUP | COM | 91529Y106 |  | 10128 | 139 | SH |  | SOLE |  | 0 | 0 | 139 |
| UTZ BRANDS INC | COM CL A | 918090101 |  | 13718 | 1732 | SH |  | SOLE |  | 0 | 0 | 1732 |
| VANECK BITCOIN ETF | SH BEN INT | 92189K105 |  | 9925 | 518 | SH |  | SOLE |  | 0 | 0 | 518 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 57937396 | 786765 | SH |  | SOLE |  | 0 | 0 | 786765 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 529727 | 2574 | SH |  | SOLE |  | 0 | 0 | 2574 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 37765503 | 86461 | SH |  | SOLE |  | 0 | 0 | 86461 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 384907 | 1288 | SH |  | SOLE |  | 0 | 0 | 1288 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 47960 | 167 | SH |  | SOLE |  | 0 | 0 | 167 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 2205251 | 10151 | SH |  | SOLE |  | 0 | 0 | 10151 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 5501731 | 21005 | SH |  | SOLE |  | 0 | 0 | 21005 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 9090362 | 28336 | SH |  | SOLE |  | 0 | 0 | 28336 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 28918419 | 147393 | SH |  | SOLE |  | 0 | 0 | 147393 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 24792861 | 330131 | SH |  | SOLE |  | 0 | 0 | 330131 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 9909362 | 183337 | SH |  | SOLE |  | 0 | 0 | 183337 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 189020 | 2293 | SH |  | SOLE |  | 0 | 0 | 2293 |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 |  | 185991 | 1903 | SH |  | SOLE |  | 0 | 0 | 1903 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 9796594 | 67197 | SH |  | SOLE |  | 0 | 0 | 67197 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 1004355 | 7261 | SH |  | SOLE |  | 0 | 0 | 7261 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 15090561 | 302477 | SH |  | SOLE |  | 0 | 0 | 302477 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 38456439 | 464730 | SH |  | SOLE |  | 0 | 0 | 464730 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 69105 | 630 | SH |  | SOLE |  | 0 | 0 | 630 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 |  | 70680 | 754 | SH |  | SOLE |  | 0 | 0 | 754 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 137084 | 637 | SH |  | SOLE |  | 0 | 0 | 637 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 125304 | 846 | SH |  | SOLE |  | 0 | 0 | 846 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 14139 | 197 | SH |  | SOLE |  | 0 | 0 | 197 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 58363 | 520 | SH |  | SOLE |  | 0 | 0 | 520 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 49530 | 987 | SH |  | SOLE |  | 0 | 0 | 987 |
| VERSANT MEDIA GROUP INC | COM CL A | 925283103 |  | 704 | 19 | SH |  | SOLE |  | 0 | 0 | 19 |
| VODAFONE GROUP PLC | SPONSORED ADR | 92857W308 |  | 2809 | 187 | SH |  | SOLE |  | 0 | 0 | 187 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 |  | 6289 | 229 | SH |  | SOLE |  | 0 | 0 | 229 |
| WELLS FARGO  CO | COM | 949746101 |  | 24907 | 313 | SH |  | SOLE |  | 0 | 0 | 313 |
| WISDOMTREE TR | TRUE DEVELOPED I | 97717W794 |  | 42911 | 631 | SH |  | SOLE |  | 0 | 0 | 631 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 52265 | 595 | SH |  | SOLE |  | 0 | 0 | 595 |

---