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Portfolio (Quarterly) Guide ↗

One Wealth Advisors, LLC

· CIK 0001725297
13F Portfolio $906M AUM 326 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 48 New 114 Added 106 Reduced 26 Exited
Page 2 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 META META PLATFORMS INC Communication Services 10,300.0 $5.8M 0.64% +1K +12.1% $563.28 -3.5%
22 EFG ISHARES TR 39,308.0 $4.9M 0.54% +638.0 +1.6% $124.42 +0.3%
23 EUSB ISHARES TR 93,372.0 $4.1M 0.45% +15K +18.5% $43.45 -1.5%
24 NVDA NVIDIA CORPORATION Technology 19,641.0 $3.9M 0.43% +3K +15.9% $200.09 +9.8%
25 GLDM WORLD GOLD TR Financial Services 41,686.0 $3.3M 0.37% +5K +14.2% $79.42 +8.3%
26 TSLA TESLA INC Consumer Cyclical 6,812.0 $2.9M 0.32% +102.0 +1.5% $420.58 -19.9%
27 V VISA INC Financial Services 7,840.0 $2.7M 0.30% +261.0 +3.4% $343.09 +6.2%
28 JPM JPMORGAN CHASE & CO Financial Services 8,131.0 $2.7M 0.29% +196.0 +2.5% $327.32 +11.0%
29 SUSB ISHARES TR 103,213.0 $2.6M 0.28% +92K +846.8% $24.99 -0.5%
30 DMXF ISHARES TR 30,151.0 $2.6M 0.28% +745.0 +2.5% $84.60 +2.0%
31 LQD ISHARES TR 22,497.0 $2.5M 0.27% +1K +6.9% $109.07 -3.0%
32 BKNG BOOKING HOLDINGS INC Consumer Cyclical 11,339.0 $2.0M 0.22% +11K +2408.6% $178.24 +16.8%
33 SYSB ISHARES TR 21,323.0 $1.9M 0.21% +1K +5.7% $88.72 -1.8%
34 EVUS ISHARES TR 48,656.0 $1.7M 0.19% +3K +6.8% $35.11 +5.3%
35 AMAT APPLIED MATLS INC Technology 2,293.0 $1.7M 0.18% +26.0 +1.1% $723.00 -28.9%
36 MSI MOTOROLA SOLUTIONS INC Technology 3,906.0 $1.6M 0.18% +20.0 +0.5% $415.29 +13.1%
37 CSCO CISCO SYS INC Technology 13,250.0 $1.6M 0.17% +4K +37.7% $117.46 -5.0%
38 LRCX LAM RESEARCH CORP Technology 3,430.0 $1.5M 0.16% +316.0 +10.2% $433.33 -24.3%
39 CB CHUBB LIMITED Financial Services 4,055.0 $1.4M 0.15% +772.0 +23.5% $340.74 +1.3%
40 PGR PROGRESSIVE CORP Financial Services 6,149.0 $1.3M 0.15% +2K +35.8% $218.45 -5.1%
Page 2 of 6  ·  114 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.4%
Financial Services 17.2%
Communication Services 10.1%
Consumer Cyclical 9.7%
Industrials 7.8%
Healthcare 7.2%
Consumer Defensive 2.9%
Energy 2.5%
Basic Materials 2.0%
Real Estate 0.7%