# EDGAR Filing Document

**Accession Number:** 0001842787
**File Stem:** 0001842787-23-000001
**Filing Date:** 2023-1
**Character Count:** 15028
**Document Hash:** ae2bdae42225584d8e47ed408edd7dbd
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001842787-23-000001.hdr.sgml**: 20230123

**ACCESSION NUMBER**: 0001842787-23-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230123

**DATE AS OF CHANGE**: 20230120

**EFFECTIVENESS DATE**: 20230123

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Newton One Investments LLC
- **CENTRAL INDEX KEY:** 0001842787
- **IRS NUMBER:** 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:** 23542376

**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:** 12-31-2022

**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:** Scott R. Snyder<br>**Title:** Chief Compliance Officer<br>**Phone:** 302-731-1326

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

Scott R. Snyder  Newark, DE  01-20-2023<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:** 118

**Form 13F Information Table Value Total:** $154979067

      (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 |  | 11153 | 93 | SH |  | SOLE |  | 0 | 0 | 93 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 38532 | 125 | SH |  | SOLE |  | 0 | 0 | 125 |
| ALPHATEC HLDGS INC | COM NEW | 02081G201 |  | 86450 | 7000 | SH |  | SOLE |  | 0 | 0 | 7000 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 38725 | 847 | SH |  | SOLE |  | 0 | 0 | 847 |
| AMAZON COM INC | COM | 023135106 |  | 107520 | 1280 | SH |  | SOLE |  | 0 | 0 | 1280 |
| AMERICAN AIRLS GROUP INC | COM | 02376R102 |  | 15925 | 1252 | SH |  | SOLE |  | 0 | 0 | 1252 |
| AON PLC | SHS CL A | G0403H108 |  | 400836 | 1335 | SH |  | SOLE |  | 0 | 0 | 1335 |
| APPLE INC | COM | 037833100 |  | 1563587 | 12034 | SH |  | SOLE |  | 0 | 0 | 12034 |
| AT INC | COM | 00206R102 |  | 17490 | 950 | SH |  | SOLE |  | 0 | 0 | 950 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 25319 | 106 | SH |  | SOLE |  | 0 | 0 | 106 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 36141 | 117 | SH |  | SOLE |  | 0 | 0 | 117 |
| BEYOND MEAT INC | COM | 08862E109 |  | 123 | 10 | SH |  | SOLE |  | 0 | 0 | 10 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 83447 | 1160 | SH |  | SOLE |  | 0 | 0 | 1160 |
| CHEVRON CORP NEW | COM | 166764100 |  | 58334 | 325 | SH |  | SOLE |  | 0 | 0 | 325 |
| COCA COLA CO | COM | 191216100 |  | 7951 | 125 | SH |  | SOLE |  | 0 | 0 | 125 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 17170 | 491 | SH |  | SOLE |  | 0 | 0 | 491 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 131470 | 1525 | SH |  | SOLE |  | 0 | 0 | 1525 |
| CORTEVA INC | COM | 22052L104 |  | 10051 | 171 | SH |  | SOLE |  | 0 | 0 | 171 |
| DEERE  CO | COM | 244199105 |  | 267975 | 625 | SH |  | SOLE |  | 0 | 0 | 625 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 4612 | 46 | SH |  | SOLE |  | 0 | 0 | 46 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 320839 | 9583 | SH |  | SOLE |  | 0 | 0 | 9583 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 116704 | 2282 | SH |  | SOLE |  | 0 | 0 | 2282 |
| DISNEY WALT CO | COM | 254687106 |  | 90181 | 1038 | SH |  | SOLE |  | 0 | 0 | 1038 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 8094 | 132 | SH |  | SOLE |  | 0 | 0 | 132 |
| DOUGLAS ELLIMAN INC | COM | 25961D105 |  | 269 | 66 | SH |  | SOLE |  | 0 | 0 | 66 |
| DOW INC | COM | 260557103 |  | 8617 | 171 | SH |  | SOLE |  | 0 | 0 | 171 |
| DUPONT DE NEMOURS INC | COM | 26614N102 |  | 11667 | 170 | SH |  | SOLE |  | 0 | 0 | 170 |
| ECOLAB INC | COM | 278865100 |  | 7278 | 50 | SH |  | SOLE |  | 0 | 0 | 50 |
| EMERSON ELEC CO | COM | 291011104 |  | 56195 | 585 | SH |  | SOLE |  | 0 | 0 | 585 |
| ETF MANAGERS TR | ETHO CLIMATE LEA | 26924G888 |  | 2370 | 48 | SH |  | SOLE |  | 0 | 0 | 48 |
| EXELON CORP | COM | 30161N101 |  | 197902 | 4578 | SH |  | SOLE |  | 0 | 0 | 4578 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 23714 | 215 | SH |  | SOLE |  | 0 | 0 | 215 |
| GENERAL ELECTRIC CO | COM NEW | 369604301 |  | 5195 | 62 | SH |  | SOLE |  | 0 | 0 | 62 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 216653 | 631 | SH |  | SOLE |  | 0 | 0 | 631 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 |  | 15977 | 1001 | SH |  | SOLE |  | 0 | 0 | 1001 |
| ISHARES TR | COHEN STEER REIT | 464287564 |  | 23395 | 427 | SH |  | SOLE |  | 0 | 0 | 427 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 186153 | 3020 | SH |  | SOLE |  | 0 | 0 | 3020 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 4640413 | 80173 | SH |  | SOLE |  | 0 | 0 | 80173 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 3110782 | 12860 | SH |  | SOLE |  | 0 | 0 | 12860 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 4290688 | 45337 | SH |  | SOLE |  | 0 | 0 | 45337 |
| ISHARES TR | CORE S ETF | 464287200 |  | 956979 | 2491 | SH |  | SOLE |  | 0 | 0 | 2491 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 11062 | 196 | SH |  | SOLE |  | 0 | 0 | 196 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 1726518 | 16362 | SH |  | SOLE |  | 0 | 0 | 16362 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 177502 | 829 | SH |  | SOLE |  | 0 | 0 | 829 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 8774125 | 57858 | SH |  | SOLE |  | 0 | 0 | 57858 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 493535 | 2301 | SH |  | SOLE |  | 0 | 0 | 2301 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 73901 | 424 | SH |  | SOLE |  | 0 | 0 | 424 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 138646 | 628 | SH |  | SOLE |  | 0 | 0 | 628 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 269802 | 4612 | SH |  | SOLE |  | 0 | 0 | 4612 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 250536 | 1727 | SH |  | SOLE |  | 0 | 0 | 1727 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 4704313 | 43530 | SH |  | SOLE |  | 0 | 0 | 43530 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 532976 | 5837 | SH |  | SOLE |  | 0 | 0 | 5837 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 35383 | 475 | SH |  | SOLE |  | 0 | 0 | 475 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 16605 | 94 | SH |  | SOLE |  | 0 | 0 | 94 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 136648 | 1019 | SH |  | SOLE |  | 0 | 0 | 1019 |
| KRAFT HEINZ CO | COM | 500754106 |  | 3094 | 76 | SH |  | SOLE |  | 0 | 0 | 76 |
| LIBERTY MEDIA CORP DEL | COM A SIRIUSXM | 531229409 |  | 17296 | 440 | SH |  | SOLE |  | 0 | 0 | 440 |
| LIBERTY MEDIA CORP DEL | COM C SIRIUSXM | 531229607 |  | 34434 | 880 | SH |  | SOLE |  | 0 | 0 | 880 |
| LYFT INC | CL A COM | 55087P104 |  | 10601 | 962 | SH |  | SOLE |  | 0 | 0 | 962 |
| MCDONALDS CORP | COM | 580135101 |  | 271860 | 1032 | SH |  | SOLE |  | 0 | 0 | 1032 |
| META PLATFORMS INC | CL A | 30303M102 |  | 65585 | 545 | SH |  | SOLE |  | 0 | 0 | 545 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 15196 | 228 | SH |  | SOLE |  | 0 | 0 | 228 |
| NETFLIX INC | COM | 64110L106 |  | 11205 | 38 | SH |  | SOLE |  | 0 | 0 | 38 |
| ON HLDG AG | NAMEN AKT A | H5919C104 |  | 1716 | 100 | SH |  | SOLE |  | 0 | 0 | 100 |
| ORACLE CORP | COM | 68389X105 |  | 122743 | 1502 | SH |  | SOLE |  | 0 | 0 | 1502 |
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 |  | 794 | 100 | SH |  | SOLE |  | 0 | 0 | 100 |
| PEPSICO INC | COM | 713448108 |  | 153393 | 849 | SH |  | SOLE |  | 0 | 0 | 849 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 80224 | 793 | SH |  | SOLE |  | 0 | 0 | 793 |
| PINTEREST INC | CL A | 72352L106 |  | 36420 | 1500 | SH |  | SOLE |  | 0 | 0 | 1500 |
| PPL CORP | COM | 69351T106 |  | 44531 | 1524 | SH |  | SOLE |  | 0 | 0 | 1524 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 125711 | 829 | SH |  | SOLE |  | 0 | 0 | 829 |
| QUALCOMM INC | COM | 747525103 |  | 13742 | 125 | SH |  | SOLE |  | 0 | 0 | 125 |
| SAGE THERAPEUTICS INC | COM | 78667J108 |  | 7628 | 200 | SH |  | SOLE |  | 0 | 0 | 200 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 107391 | 4537 | SH |  | SOLE |  | 0 | 0 | 4537 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 |  | 111530 | 3544 | SH |  | SOLE |  | 0 | 0 | 3544 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 13952416 | 212657 | SH |  | SOLE |  | 0 | 0 | 212657 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 10152 | 144 | SH |  | SOLE |  | 0 | 0 | 144 |
| SMUCKER J M CO | COM NEW | 832696405 |  | 76496 | 483 | SH |  | SOLE |  | 0 | 0 | 483 |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | 78463X848 |  | 31814 | 1322 | SH |  | SOLE |  | 0 | 0 | 1322 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 542286 | 1418 | SH |  | SOLE |  | 0 | 0 | 1418 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 52865 | 119 | SH |  | SOLE |  | 0 | 0 | 119 |
| SPLUNK INC | COM | 848637104 |  | 206616 | 2400 | SH |  | SOLE |  | 0 | 0 | 2400 |
| TELADOC HEALTH INC | COM | 87918A105 |  | 1419 | 60 | SH |  | SOLE |  | 0 | 0 | 60 |
| TESLA INC | COM | 88160R101 |  | 3695 | 30 | SH |  | SOLE |  | 0 | 0 | 30 |
| UNDER ARMOUR INC | CL A | 904311107 |  | 1067 | 105 | SH |  | SOLE |  | 0 | 0 | 105 |
| UNDER ARMOUR INC | CL C | 904311206 |  | 937 | 105 | SH |  | SOLE |  | 0 | 0 | 105 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 5041 | 29 | SH |  | SOLE |  | 0 | 0 | 29 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 405058 | 764 | SH |  | SOLE |  | 0 | 0 | 764 |
| UNUM GROUP | COM | 91529Y106 |  | 5252 | 128 | SH |  | SOLE |  | 0 | 0 | 128 |
| UTZ BRANDS INC | COM CL A | 918090101 |  | 31720 | 2000 | SH |  | SOLE |  | 0 | 0 | 2000 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 17646013 | 234405 | SH |  | SOLE |  | 0 | 0 | 234405 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 20589483 | 286602 | SH |  | SOLE |  | 205 | 0 | 286397 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 391494 | 2947 | SH |  | SOLE |  | 0 | 0 | 2947 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 10564881 | 49575 | SH |  | SOLE |  | 0 | 0 | 49575 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 626288 | 3595 | SH |  | SOLE |  | 0 | 0 | 3595 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 1570532 | 9890 | SH |  | SOLE |  | 0 | 0 | 9890 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 3556490 | 19377 | SH |  | SOLE |  | 0 | 0 | 19377 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 5434641 | 28425 | SH |  | SOLE |  | 51 | 0 | 28374 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 3234894 | 23045 | SH |  | SOLE |  | 0 | 0 | 23045 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 15659102 | 312308 | SH |  | SOLE |  | 0 | 0 | 312308 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 4519206 | 115937 | SH |  | SOLE |  | 0 | 0 | 115937 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 132668 | 2393 | SH |  | SOLE |  | 0 | 0 | 2393 |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 |  | 123616 | 1921 | SH |  | SOLE |  | 0 | 0 | 1921 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 1170697 | 11387 | SH |  | SOLE |  | 0 | 0 | 11387 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 7301209 | 84711 | SH |  | SOLE |  | 0 | 0 | 84711 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 10629477 | 214780 | SH |  | SOLE |  | 0 | 0 | 214780 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 91260 | 601 | SH |  | SOLE |  | 0 | 0 | 601 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 240345 | 2221 | SH |  | SOLE |  | 0 | 0 | 2221 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 8116 | 165 | SH |  | SOLE |  | 0 | 0 | 165 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 38528 | 585 | SH |  | SOLE |  | 0 | 0 | 585 |
| VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 |  | 105064 | 794 | SH |  | SOLE |  | 0 | 0 | 794 |
| VECTOR GROUP LTD | COM | 92240M108 |  | 1586 | 134 | SH |  | SOLE |  | 0 | 0 | 134 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 78524 | 1993 | SH |  | SOLE |  | 0 | 0 | 1993 |
| VODAFONE GROUP PLC NEW | SPONSORED ADR | 92857W308 |  | 1892 | 187 | SH |  | SOLE |  | 0 | 0 | 187 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 |  | 2171 | 229 | SH |  | SOLE |  | 0 | 0 | 229 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 14452 | 350 | SH |  | SOLE |  | 0 | 0 | 350 |
| WISDOMTREE TR | INTL LRGCAP DV | 97717W794 |  | 98872 | 2247 | SH |  | SOLE |  | 0 | 0 | 2247 |
| ZILLOW GROUP INC | CL A | 98954M101 |  | 31210 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |

---