One Wealth Advisors
Latest statistics and disclosures from One Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, AAPL, DYNF, IVE, IVW, and represent 21.32% of One Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVE (+$7.9M), AVEM, SPMO, MUB, TLT, IWS, IUSB, SYSB, EFG, CB.
- Started 27 new stock positions in HCA, CHRW, HUBB, IWP, MLI, CIEN, PBYI, PLAB, TPR, ICE.
- Reduced shares in these 10 stocks: QUAL (-$9.0M), AAPL, GOOG, STIP, ESGU, GOOGL, PYPL, AGG, , SAP.
- Sold out of its positions in ANGI, ACIW, BHP, BLDR, CMCSA, COP, CCSI, CPAY, DEO, FANG.
- One Wealth Advisors was a net buyer of stock by $4.2M.
- One Wealth Advisors has $818M in assets under management (AUM), dropping by 2.70%.
- Central Index Key (CIK): 0001725297
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Portfolio Holdings for One Wealth Advisors
One Wealth Advisors holds 298 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYM) | 5.7 | $47M | 581k | 80.22 |
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| Apple (AAPL) | 5.0 | $41M | -6% | 149k | 271.86 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 3.9 | $32M | +3% | 531k | 60.81 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 3.5 | $28M | +39% | 134k | 212.07 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 3.3 | $27M | +2% | 217k | 123.26 |
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| Ishares Tr National Mun Etf (MUB) | 3.2 | $26M | +11% | 241k | 107.11 |
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| Ishares Tr Core S&p500 Etf (IVV) | 3.0 | $25M | 36k | 684.94 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.9 | $24M | -2% | 479k | 50.29 |
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| Ishares Tr Eafe Value Etf (EFV) | 2.5 | $21M | -3% | 288k | 71.41 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 2.5 | $20M | +5% | 344k | 59.28 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.3 | $19M | -32% | 95k | 198.62 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 2.3 | $19M | 797k | 23.37 |
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| Ishares Tr S&p 100 Etf (OEF) | 2.2 | $18M | 51k | 342.97 |
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| Ishares Core Msci Emkt (IEMG) | 2.1 | $18M | +5% | 262k | 67.22 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.0 | $16M | -2% | 34k | 480.70 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 2.0 | $16M | +11% | 343k | 46.54 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.9 | $16M | -7% | 106k | 148.98 |
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| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 1.9 | $16M | 340k | 46.22 |
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| Blackrock Etf Trust Ishares Us Thema (THRO) | 1.5 | $12M | +5% | 317k | 38.56 |
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| Ishares Tr Mbs Etf (MBB) | 1.4 | $12M | +7% | 123k | 95.22 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 1.4 | $11M | 298k | 38.05 |
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| Blackrock Etf Trust Ishares Us Carbo (LCTU) | 1.3 | $11M | -5% | 142k | 74.09 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 1.3 | $10M | +10% | 311k | 33.30 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 1.2 | $9.9M | +58% | 83k | 119.32 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 1.1 | $9.0M | +7% | 171k | 52.77 |
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| Ishares Tr U.s. Tech Etf (IYW) | 1.1 | $9.0M | 45k | 199.68 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $8.3M | -17% | 27k | 313.80 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.0 | $8.0M | +97% | 104k | 77.02 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.9 | $7.7M | -2% | 91k | 85.37 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.9 | $7.7M | 63k | 121.27 |
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| Ishares Tr Europe Etf (IEV) | 0.9 | $7.5M | -4% | 110k | 68.60 |
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| Microsoft Corporation (MSFT) | 0.9 | $7.4M | -4% | 15k | 483.61 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.9 | $7.4M | -2% | 315k | 23.38 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.9 | $7.3M | +3% | 72k | 101.67 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.9 | $7.2M | +2% | 144k | 50.01 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.7 | $6.0M | +25% | 53k | 113.92 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.7 | $5.7M | -5% | 120k | 47.85 |
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| Meta Platforms Cl A (META) | 0.7 | $5.6M | 8.5k | 660.08 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.6 | $5.2M | -5% | 40k | 128.83 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $4.6M | -22% | 15k | 313.00 |
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| Amazon (AMZN) | 0.5 | $4.4M | +6% | 19k | 230.82 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $4.4M | -5% | 14k | 303.89 |
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| Global X Fds Defense Tech Etf (SHLD) | 0.5 | $4.4M | +11% | 67k | 64.79 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.5 | $4.3M | -5% | 75k | 57.58 |
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| Ishares Tr Select Divid Etf (DVY) | 0.5 | $3.9M | -7% | 27k | 141.14 |
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| Ishares Gold Tr Ishares New (IAU) | 0.5 | $3.8M | +4% | 46k | 81.17 |
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| Ishares Tr Esg Advanced Uni (EUSB) | 0.4 | $3.6M | -4% | 82k | 43.91 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $3.2M | +6% | 22k | 148.69 |
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| Blackrock Etf Trust Ii Ishares High Yie (HIMU) | 0.4 | $3.1M | -2% | 64k | 48.68 |
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| Tesla Motors (TSLA) | 0.4 | $3.0M | -6% | 6.6k | 449.70 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $2.9M | +336% | 34k | 87.16 |
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| NVIDIA Corporation (NVDA) | 0.3 | $2.9M | -3% | 15k | 186.50 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.3 | $2.8M | -5% | 30k | 95.09 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $2.8M | -5% | 24k | 116.36 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $2.8M | -19% | 28k | 98.26 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $2.8M | +11% | 29k | 96.28 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $2.7M | +7% | 7.2k | 373.44 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.3 | $2.6M | +14% | 60k | 44.17 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $2.6M | -12% | 23k | 110.19 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $2.5M | -2% | 7.6k | 322.20 |
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| Wells Fargo & Company (WFC) | 0.3 | $2.4M | -18% | 26k | 93.20 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $2.3M | -21% | 34k | 68.70 |
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| Ishares Tr Esg Optimized (SUSA) | 0.3 | $2.3M | -4% | 16k | 139.34 |
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| Booking Holdings (BKNG) | 0.3 | $2.3M | 423.00 | 5355.33 |
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| Ishares Msci Emrg Chn (EMXC) | 0.3 | $2.2M | -7% | 31k | 72.68 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $2.2M | +66% | 11k | 210.34 |
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| Visa Com Cl A (V) | 0.3 | $2.2M | -3% | 6.2k | 350.71 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $2.0M | +12% | 89k | 23.03 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $2.0M | NEW | 14k | 141.05 |
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| Ishares Emng Mkts Eqt (EMGF) | 0.2 | $1.9M | +12% | 33k | 57.85 |
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| McGrath Rent (MGRC) | 0.2 | $1.9M | 18k | 104.93 |
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| WD-40 Company (WDFC) | 0.2 | $1.7M | -9% | 8.8k | 196.90 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.2 | $1.7M | 13k | 129.16 |
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| Ishares Tr Esg Awr Msci Usa (EVUS) | 0.2 | $1.7M | +58% | 52k | 32.04 |
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| Ishares Tr Systematic Bd Et (SYSB) | 0.2 | $1.7M | NEW | 18k | 89.76 |
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| McKesson Corporation (MCK) | 0.2 | $1.6M | -2% | 2.0k | 820.29 |
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| United Rentals (URI) | 0.2 | $1.5M | +2% | 1.8k | 809.32 |
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| Motorola Solutions Com New (MSI) | 0.2 | $1.5M | +28% | 3.8k | 383.32 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.4M | -42% | 8.0k | 175.65 |
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| Gilead Sciences (GILD) | 0.2 | $1.4M | +25% | 11k | 122.74 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.3M | -20% | 20k | 69.06 |
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| Coinbase Global Com Cl A (COIN) | 0.2 | $1.3M | 5.9k | 226.14 |
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| Cdw (CDW) | 0.2 | $1.3M | +27% | 9.6k | 136.20 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.3M | +17% | 1.2k | 1069.86 |
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| Tractor Supply Company (TSCO) | 0.2 | $1.2M | 25k | 50.01 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $1.2M | +58% | 7.4k | 156.80 |
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| Oracle Corporation (ORCL) | 0.1 | $1.1M | -9% | 5.8k | 194.91 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.1M | +135% | 1.7k | 627.14 |
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| Franklin Templeton Holdings Respbly Srcd Gld (FGDL) | 0.1 | $1.1M | +5% | 19k | 57.60 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.1 | $1.1M | -15% | 14k | 75.16 |
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| Blackrock Etf Trust Ishares World Ex (LCTD) | 0.1 | $1.1M | -22% | 19k | 54.66 |
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| O'reilly Automotive (ORLY) | 0.1 | $1.1M | -3% | 12k | 91.21 |
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| Chubb (CB) | 0.1 | $1.0M | NEW | 3.2k | 312.12 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $997k | 27k | 36.54 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $985k | 2.0k | 487.74 |
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| Netflix (NFLX) | 0.1 | $973k | +803% | 10k | 93.76 |
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| Paypal Holdings (PYPL) | 0.1 | $949k | -54% | 16k | 58.38 |
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| S&p Global (SPGI) | 0.1 | $932k | -9% | 1.8k | 522.59 |
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| Bank of America Corporation (BAC) | 0.1 | $928k | 17k | 55.00 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $920k | -19% | 15k | 59.89 |
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| Shell Spon Ads (SHEL) | 0.1 | $917k | 13k | 73.48 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $909k | -2% | 17k | 54.71 |
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| Micron Technology (MU) | 0.1 | $894k | +25% | 3.1k | 285.41 |
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| Citigroup Com New (C) | 0.1 | $880k | 7.5k | 116.69 |
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| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.1 | $858k | +20% | 8.5k | 101.07 |
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| American Express Company (AXP) | 0.1 | $832k | -4% | 2.2k | 369.95 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $829k | -31% | 4.5k | 183.40 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $818k | +11% | 3.8k | 214.69 |
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| MetLife (MET) | 0.1 | $808k | -7% | 10k | 78.94 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $806k | -30% | 4.9k | 164.94 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $804k | 7.5k | 107.35 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $800k | 34k | 23.31 |
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| Medtronic SHS (MDT) | 0.1 | $780k | -25% | 8.1k | 96.06 |
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| Copart (CPRT) | 0.1 | $773k | -23% | 20k | 39.15 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $772k | +2% | 7.7k | 99.91 |
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| Edwards Lifesciences (EW) | 0.1 | $767k | +2% | 9.0k | 85.25 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $764k | -8% | 1.5k | 502.65 |
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| Flex Ord (FLEX) | 0.1 | $763k | -11% | 13k | 60.42 |
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| Cisco Systems (CSCO) | 0.1 | $749k | 9.7k | 77.03 |
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| Western Digital (WDC) | 0.1 | $736k | +99% | 4.3k | 172.27 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $736k | 3.9k | 190.99 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $735k | 8.2k | 89.46 |
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| Capital One Financial (COF) | 0.1 | $723k | 3.0k | 242.36 |
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| Johnson & Johnson (JNJ) | 0.1 | $719k | -21% | 3.5k | 206.95 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $713k | 28k | 25.60 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $698k | -70% | 6.8k | 102.39 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $696k | NEW | 2.2k | 323.01 |
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| Manulife Finl Corp (MFC) | 0.1 | $695k | 19k | 36.28 |
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| Hp (HPQ) | 0.1 | $695k | -21% | 31k | 22.28 |
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| Goldman Sachs (GS) | 0.1 | $694k | 790.00 | 879.00 |
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| J P Morgan Exchange Traded F Us Momentum (JMOM) | 0.1 | $684k | +26% | 10k | 68.15 |
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| Synchrony Financial (SYF) | 0.1 | $684k | +3% | 8.2k | 83.43 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $678k | 2.2k | 314.84 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $678k | +35% | 2.5k | 275.39 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $675k | 4.9k | 137.87 |
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| L3harris Technologies (LHX) | 0.1 | $673k | NEW | 2.3k | 293.57 |
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| Ishares Tr Morningstar Valu (ILCV) | 0.1 | $656k | +3% | 6.9k | 94.36 |
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| Haleon Spon Ads (HLN) | 0.1 | $655k | -6% | 65k | 10.11 |
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| Altria (MO) | 0.1 | $654k | +16% | 11k | 57.66 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $649k | 8.3k | 77.88 |
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| InterDigital (IDCC) | 0.1 | $643k | -18% | 2.0k | 318.38 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $643k | +7% | 8.0k | 80.03 |
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| Philip Morris International (PM) | 0.1 | $631k | -9% | 3.9k | 160.40 |
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| Enovix Corp (ENVX) | 0.1 | $627k | 86k | 7.31 |
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| Atlassian Corporation Cl A (TEAM) | 0.1 | $622k | -7% | 3.8k | 162.14 |
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| Spdr Series Trust State Street Spd (TFI) | 0.1 | $611k | -6% | 13k | 45.71 |
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| Newmont Mining Corporation (NEM) | 0.1 | $608k | +23% | 6.1k | 99.85 |
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| SYSCO Corporation (SYY) | 0.1 | $603k | -6% | 8.2k | 73.69 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $599k | 3.4k | 177.75 |
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| Hca Holdings (HCA) | 0.1 | $594k | NEW | 1.3k | 466.86 |
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| Applied Materials (AMAT) | 0.1 | $593k | +68% | 2.3k | 256.99 |
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| Nice Sponsored Adr (NICE) | 0.1 | $574k | +151% | 5.1k | 113.04 |
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| Fox Corp Cl A Com (FOXA) | 0.1 | $565k | 7.7k | 73.07 |
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| Eli Lilly & Co. (LLY) | 0.1 | $559k | +15% | 520.00 | 1074.68 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $553k | -12% | 13k | 41.36 |
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| Wal-Mart Stores (WMT) | 0.1 | $553k | 5.0k | 111.40 |
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| Kinross Gold Corp (KGC) | 0.1 | $545k | -9% | 19k | 28.16 |
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| Expedia Group Com New (EXPE) | 0.1 | $540k | -31% | 1.9k | 283.31 |
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| Morgan Stanley Com New (MS) | 0.1 | $535k | 3.0k | 177.50 |
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| FedEx Corporation (FDX) | 0.1 | $533k | 1.8k | 288.86 |
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| Trimble Navigation (TRMB) | 0.1 | $532k | -6% | 6.8k | 78.35 |
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| Pulte (PHM) | 0.1 | $531k | 4.5k | 117.26 |
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| Fidelity National Information Services (FIS) | 0.1 | $528k | -52% | 7.9k | 66.46 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $527k | +11% | 5.4k | 98.50 |
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| Pfizer (PFE) | 0.1 | $516k | 21k | 24.90 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $514k | 4.3k | 119.75 |
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| TJX Companies (TJX) | 0.1 | $512k | +24% | 3.3k | 153.61 |
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| eBay (EBAY) | 0.1 | $509k | +3% | 5.8k | 87.10 |
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| Credicorp (BAP) | 0.1 | $507k | 1.8k | 287.00 |
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| Metropcs Communications (TMUS) | 0.1 | $500k | -18% | 2.5k | 203.04 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $497k | +18% | 1.3k | 396.31 |
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| CRH Ord (CRH) | 0.1 | $496k | 4.0k | 124.80 |
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| Best Buy (BBY) | 0.1 | $495k | +30% | 7.4k | 66.93 |
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| American Intl Group Com New (AIG) | 0.1 | $493k | +123% | 5.8k | 85.55 |
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| MercadoLibre (MELI) | 0.1 | $483k | -3% | 240.00 | 2014.26 |
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| Netease Sponsored Ads (NTES) | 0.1 | $481k | +19% | 3.5k | 137.62 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $479k | 1.4k | 335.30 |
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| Dillards Cl A (DDS) | 0.1 | $478k | -2% | 788.00 | 606.34 |
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| Carrier Global Corporation (CARR) | 0.1 | $469k | +148% | 8.9k | 52.84 |
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| Citizens Financial (CFG) | 0.1 | $463k | +19% | 7.9k | 58.41 |
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| C H Robinson Worldwide Com New (CHRW) | 0.1 | $460k | NEW | 2.9k | 160.76 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $458k | 8.2k | 55.80 |
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| Hldgs (UAL) | 0.1 | $452k | 4.0k | 111.82 |
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| Ryanair Holdings Sponsored Adr (RYAAY) | 0.1 | $449k | +3% | 6.2k | 72.19 |
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| Chevron Corporation (CVX) | 0.1 | $447k | -12% | 2.9k | 152.41 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $442k | -20% | 18k | 25.24 |
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| Ishares Tr Esg Msci Em Ldrs (LDEM) | 0.1 | $440k | 7.6k | 58.11 |
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| Teradata Corporation (TDC) | 0.1 | $437k | +6% | 14k | 30.44 |
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| Walt Disney Company (DIS) | 0.1 | $434k | -9% | 3.8k | 113.78 |
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| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 0.1 | $428k | -2% | 3.3k | 130.80 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $427k | NEW | 1.7k | 246.16 |
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| Abbvie (ABBV) | 0.1 | $427k | -12% | 1.9k | 228.49 |
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| Markel Corporation (MKL) | 0.1 | $424k | -8% | 197.00 | 2149.65 |
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| Genmab A/s Sponsored Ads (GMAB) | 0.1 | $422k | +69% | 14k | 30.80 |
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| Coherent Corp (COHR) | 0.1 | $421k | 2.3k | 184.57 |
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| UnitedHealth (UNH) | 0.1 | $414k | -18% | 1.3k | 330.14 |
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| Tenet Healthcare Corp Com New (THC) | 0.1 | $411k | -28% | 2.1k | 198.72 |
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| Cars (CARS) | 0.0 | $407k | +8% | 33k | 12.20 |
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| Twilio Cl A (TWLO) | 0.0 | $405k | -25% | 2.9k | 142.24 |
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| AmerisourceBergen (COR) | 0.0 | $404k | -7% | 1.2k | 337.75 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $399k | 2.5k | 162.63 |
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| Aptiv Com Shs (APTV) | 0.0 | $398k | +8% | 5.2k | 76.09 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $386k | 3.3k | 116.09 |
|
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.0 | $381k | 2.2k | 170.00 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $379k | -38% | 16k | 24.02 |
|
| P T Telekomunikasi Indonesia Sponsored Adr (TLK) | 0.0 | $376k | 18k | 21.05 |
|
|
| J Global (ZD) | 0.0 | $372k | +57% | 11k | 35.15 |
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $361k | 4.8k | 75.32 |
|
|
| Qualcomm (QCOM) | 0.0 | $356k | +4% | 2.1k | 171.02 |
|
| Travelers Companies (TRV) | 0.0 | $356k | 1.2k | 290.06 |
|
|
| Uber Technologies (UBER) | 0.0 | $353k | 4.3k | 81.71 |
|
|
| Coca-Cola Company (KO) | 0.0 | $350k | -13% | 5.0k | 69.91 |
|
| FirstEnergy (FE) | 0.0 | $346k | 7.7k | 44.77 |
|
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.0 | $346k | -56% | 6.8k | 50.70 |
|
| Mueller Industries (MLI) | 0.0 | $344k | NEW | 3.0k | 114.80 |
|
| At&t (T) | 0.0 | $343k | -17% | 14k | 24.84 |
|
| CF Industries Holdings (CF) | 0.0 | $342k | 4.4k | 77.34 |
|
|
| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $336k | -16% | 6.4k | 52.62 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $334k | 936.00 | 357.17 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $333k | NEW | 1.9k | 171.18 |
|
| Abbott Laboratories (ABT) | 0.0 | $332k | 2.7k | 125.30 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $330k | NEW | 2.0k | 161.96 |
|
| Cigna Corp (CI) | 0.0 | $329k | -22% | 1.2k | 275.23 |
|
| General Dynamics Corporation (GD) | 0.0 | $326k | 969.00 | 336.58 |
|
|
| Alcon Ord Shs (ALC) | 0.0 | $319k | -22% | 4.0k | 78.81 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $317k | +16% | 1.5k | 217.06 |
|
| Principal Financial (PFG) | 0.0 | $315k | 3.6k | 88.21 |
|
|
| American Assets Trust Inc reit (AAT) | 0.0 | $315k | 17k | 18.93 |
|
|
| Ye Cl A (YELP) | 0.0 | $314k | -21% | 10k | 30.39 |
|
| Microchip Technology (MCHP) | 0.0 | $314k | 4.9k | 63.72 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $313k | -50% | 2.9k | 106.70 |
|
| Prologis (PLD) | 0.0 | $310k | 2.4k | 127.66 |
|
|
| General Motors Company (GM) | 0.0 | $309k | +2% | 3.8k | 81.32 |
|
| Full House Resorts (FLL) | 0.0 | $309k | 119k | 2.61 |
|
|
| Allstate Corporation (ALL) | 0.0 | $308k | -16% | 1.5k | 208.15 |
|
| Verizon Communications (VZ) | 0.0 | $303k | +58% | 7.4k | 40.73 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $301k | 17k | 17.35 |
|
|
| Spdr Series Trust State Street Spd (SPTM) | 0.0 | $297k | 3.6k | 82.51 |
|
|
| Verisign (VRSN) | 0.0 | $295k | +3% | 1.2k | 242.95 |
|
| Macy's (M) | 0.0 | $293k | NEW | 13k | 22.05 |
|
| Jabil Circuit (JBL) | 0.0 | $293k | +2% | 1.3k | 228.02 |
|
| United Parcel Service CL B (UPS) | 0.0 | $287k | -9% | 2.9k | 99.19 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $285k | +6% | 2.1k | 136.59 |
|
| McDonald's Corporation (MCD) | 0.0 | $285k | 931.00 | 305.63 |
|
|
| Godaddy Cl A (GDDY) | 0.0 | $283k | -15% | 2.3k | 124.08 |
|
| Steel Dynamics (STLD) | 0.0 | $283k | NEW | 1.7k | 169.45 |
|
| Biogen Idec (BIIB) | 0.0 | $282k | NEW | 1.6k | 175.99 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $279k | +4% | 5.2k | 53.94 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $276k | 2.3k | 120.34 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $275k | +18% | 403.00 | 682.07 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $271k | 935.00 | 290.22 |
|
|
| Honeywell International (HON) | 0.0 | $270k | -26% | 1.4k | 195.09 |
|
| Aon Shs Cl A (AON) | 0.0 | $269k | -4% | 761.00 | 352.88 |
|
| Photronics (PLAB) | 0.0 | $267k | NEW | 8.4k | 32.00 |
|
| Devon Energy Corporation (DVN) | 0.0 | $266k | NEW | 7.3k | 36.63 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $265k | -2% | 5.8k | 45.98 |
|
| Dell Technologies CL C (DELL) | 0.0 | $264k | 2.1k | 125.88 |
|
|
| F5 Networks (FFIV) | 0.0 | $263k | -32% | 1.0k | 255.26 |
|
| PPL Corporation (PPL) | 0.0 | $262k | 7.5k | 35.02 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $259k | 1.6k | 160.97 |
|
|
| Astrazeneca Sponsored Adr | 0.0 | $258k | -15% | 2.8k | 91.93 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $257k | 1.1k | 227.51 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $254k | NEW | 1.9k | 136.94 |
|
| Cummins (CMI) | 0.0 | $252k | 493.00 | 510.45 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $250k | 810.00 | 308.03 |
|
|
| Iqvia Holdings (IQV) | 0.0 | $245k | NEW | 1.1k | 225.41 |
|
| Carlisle Companies (CSL) | 0.0 | $241k | -55% | 754.00 | 319.86 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $241k | 1.4k | 173.53 |
|
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.0 | $235k | -44% | 2.6k | 91.84 |
|
| Transunion (TRU) | 0.0 | $233k | +3% | 2.7k | 85.75 |
|
| CenterPoint Energy (CNP) | 0.0 | $232k | 6.1k | 38.34 |
|
|
| Broadcom (AVGO) | 0.0 | $232k | -19% | 669.00 | 346.10 |
|
| Encana Corporation (OVV) | 0.0 | $231k | NEW | 5.9k | 39.19 |
|
| White Mountains Insurance Gp (WTM) | 0.0 | $231k | -39% | 111.00 | 2078.03 |
|
| Ross Stores (ROST) | 0.0 | $230k | NEW | 1.3k | 180.14 |
|
| Aduro Clean Technologies Com New (ADUR) | 0.0 | $230k | 22k | 10.36 |
|
|
| Matson (MATX) | 0.0 | $227k | -39% | 1.8k | 123.55 |
|
| Caci Intl Cl A (CACI) | 0.0 | $221k | -16% | 414.00 | 532.81 |
|
| Keysight Technologies (KEYS) | 0.0 | $220k | -20% | 1.1k | 203.19 |
|
| Martin Marietta Materials (MLM) | 0.0 | $219k | 352.00 | 622.66 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $219k | -37% | 356.00 | 614.29 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $219k | NEW | 935.00 | 233.87 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $217k | 252.00 | 862.34 |
|
|
| Axcelis Technologies Com New (ACLS) | 0.0 | $216k | NEW | 2.7k | 80.34 |
|
| Canadian Natl Ry (CNI) | 0.0 | $215k | -4% | 2.2k | 98.85 |
|
| Ibex Shs New (IBEX) | 0.0 | $214k | NEW | 5.6k | 38.18 |
|
| Tapestry (TPR) | 0.0 | $213k | NEW | 1.7k | 127.77 |
|
| Home Depot (HD) | 0.0 | $212k | -28% | 617.00 | 344.10 |
|
| Hubbell (HUBB) | 0.0 | $207k | NEW | 467.00 | 444.11 |
|
| Phinia Common Stock (PHIN) | 0.0 | $206k | -25% | 3.3k | 62.69 |
|
| Intuit (INTU) | 0.0 | $205k | -13% | 310.00 | 662.42 |
|
| Valero Energy Corporation (VLO) | 0.0 | $204k | -42% | 1.3k | 162.79 |
|
| AutoZone (AZO) | 0.0 | $204k | -24% | 60.00 | 3391.50 |
|
| Wabtec Corporation (WAB) | 0.0 | $203k | -7% | 953.00 | 213.45 |
|
| Build-A-Bear Workshop (BBW) | 0.0 | $203k | 3.3k | 61.27 |
|
|
| Heritage Commerce (HTBK) | 0.0 | $121k | 10k | 12.01 |
|
|
| Nu Skin Enterprises Cl A (NUS) | 0.0 | $119k | NEW | 12k | 9.62 |
|
| Puma Biotechnology (PBYI) | 0.0 | $115k | NEW | 19k | 5.95 |
|
Past Filings by One Wealth Advisors
SEC 13F filings are viewable for One Wealth Advisors going back to 2017
- One Wealth Advisors 2025 Q4 filed Feb. 2, 2026
- One Wealth Advisors 2025 Q3 filed Nov. 3, 2025
- One Wealth Advisors 2025 Q2 filed July 17, 2025
- One Wealth Advisors 2025 Q1 filed May 6, 2025
- One Wealth Advisors 2024 Q4 filed Jan. 24, 2025
- One Wealth Advisors 2024 Q3 filed Oct. 16, 2024
- One Wealth Advisors 2024 Q2 filed Aug. 13, 2024
- One Wealth Advisors 2024 Q1 filed April 15, 2024
- One Wealth Advisors 2023 Q3 filed Nov. 1, 2023
- One Wealth Advisors 2023 Q2 filed Aug. 14, 2023
- One Wealth Advisors 2023 Q1 filed May 15, 2023
- One Wealth Advisors 2022 Q4 filed Feb. 14, 2023
- One Wealth Advisors 2022 Q3 filed Nov. 14, 2022
- One Wealth Advisors 2022 Q2 filed Aug. 15, 2022
- One Wealth Advisors 2022 Q1 filed May 16, 2022
- One Wealth Advisors 2021 Q4 filed Feb. 14, 2022