One Wealth Management Investment & Advisory Services

One Wealth Management Investment & Advisory Services as of March 31, 2026

Portfolio Holdings for One Wealth Management Investment & Advisory Services

One Wealth Management Investment & Advisory Services holds 52 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 14.9 $12M 49k 253.79
NVIDIA Corporation (NVDA) 11.0 $9.1M 52k 174.40
Amazon (AMZN) 8.0 $6.7M 32k 208.27
Alphabet Cap Stk Cl A (GOOGL) 6.8 $5.6M 20k 287.56
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.6 $4.6M 8.0k 577.18
Microsoft Corporation (MSFT) 5.4 $4.4M 12k 370.18
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 5.3 $4.4M 6.8k 650.37
Meta Platforms Cl A (META) 4.7 $3.9M 6.8k 572.11
Vanguard Index Fds Total Stk Mkt (VTI) 4.0 $3.3M 10k 320.82
Ishares Tr 0-3 Mnth Treasry (SGOV) 3.6 $3.0M 30k 100.66
Ishares Tr Core S&p500 Etf (IVV) 3.3 $2.7M 4.2k 653.20
Frontview Reit (FVR) 3.1 $2.5M 164k 15.47
Tesla Motors (TSLA) 2.9 $2.4M 6.6k 371.75
Alphabet Cap Stk Cl C (GOOG) 1.5 $1.2M 4.2k 286.88
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 1.2 $1.0M 2.2k 463.22
Shopify Cl A Sub Vtg Shs (SHOP) 1.2 $963k 8.1k 118.62
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.1 $943k 38k 25.10
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.0 $824k 28k 29.13
Palantir Technologies Cl A (PLTR) 0.9 $769k 5.3k 146.28
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $726k 6.4k 113.11
Netflix (NFLX) 0.7 $599k 6.2k 96.15
Palo Alto Networks (PANW) 0.7 $556k 3.5k 160.32
Ea Series Trust Altrius Gbl Div (DIVD) 0.6 $516k 13k 41.03
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) 0.6 $469k 4.0k 115.95
Soundhound Ai Class A Com (SOUN) 0.5 $453k 66k 6.87
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.5 $449k 6.5k 68.91
Crowdstrike Hldgs Cl A (CRWD) 0.5 $445k 1.1k 390.41
Advanced Micro Devices (AMD) 0.5 $445k 2.2k 203.43
Seacoast Bkg Corp Fla Com New (SBCF) 0.5 $444k 15k 30.29
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $435k 1.0k 426.40
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $423k 6.3k 67.53
Zscaler Incorporated (ZS) 0.5 $421k 3.0k 140.29
Select Sector Spdr Tr State Street Fin (XLF) 0.5 $416k 8.4k 49.37
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.5 $414k 4.8k 86.52
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.5 $410k 11k 38.42
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $392k 5.3k 73.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $355k 741.00 479.20
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $345k 1.2k 287.18
J P Morgan Exchange Traded F Betabuilders Cda (BBCA) 0.4 $342k 3.6k 94.06
Broadcom (AVGO) 0.4 $334k 1.1k 309.51
Marvell Technology (MRVL) 0.4 $318k 3.2k 99.05
salesforce (CRM) 0.4 $313k 1.7k 186.67
Marriott Intl Cl A (MAR) 0.4 $310k 948.00 327.07
Wal-Mart Stores (WMT) 0.3 $240k 1.9k 124.25
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $236k 2.4k 99.27
Vanguard World Mega Grwth Ind (MGK) 0.3 $226k 616.00 367.44
Onespaworld Holdings Ltd onespaworld hold (OSW) 0.3 $226k 9.9k 22.95
Tko Group Holdings Cl A (TKO) 0.3 $219k 1.1k 201.65
Ishares Tr Eafe Value Etf (EFV) 0.3 $212k 2.8k 74.35
Costco Wholesale Corporation (COST) 0.2 $204k 205.00 996.43
Tmc The Metals Company (TMC) 0.2 $179k 38k 4.67
Nrx Pharmaceuticals Com New (NRXP) 0.1 $92k 43k 2.13