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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 3 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VUG VANGUARD INDEX FDS 12,108.0 $1.0M 0.12% +10K +499.7% $86.14 +2.0%
42 JNJ JOHNSON & JOHNSON Healthcare 4,046.0 $1.0M 0.11% +503.0 +14.2% $253.97 +6.7%
43 MFC MANULIFE FINL CORP Financial Services 25,267.0 $1.0M 0.11% +6K +29.1% $40.51 +8.7%
44 SPGI S&P GLOBAL INC Financial Services 2,476.0 $1.0M 0.11% +443.0 +21.8% $407.26 +2.6%
45 EBAY EBAY INC. Consumer Cyclical 8,764.0 $979K 0.11% +486.0 +5.9% $111.75 -8.5%
46 STIP ISHARES TR 9,584.0 $979K 0.11% +878.0 +10.1% $102.16 -1.3%
47 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 37,507.0 $940K 0.10% +9K +31.8% $25.06 +14.9%
48 LHX L3HARRIS TECHNOLOGIES INC Industrials 3,094.0 $899K 0.10% +445.0 +16.8% $290.59 -3.8%
49 CFG CITIZENS FINL GROUP INC Financial Services 11,927.0 $836K 0.09% +967.0 +8.8% $70.07 +4.8%
50 HCA HCA HEALTHCARE INC Healthcare 2,129.0 $830K 0.09% +623.0 +41.4% $389.89 +5.6%
51 EW EDWARDS LIFESCIENCES CORP Healthcare 9,145.0 $827K 0.09% +53.0 +0.6% $90.46 +0.6%
52 ORCL ORACLE CORP Technology 5,545.0 $813K 0.09% +478.0 +9.4% $146.54 -2.6%
53 AXP AMERICAN EXPRESS CO Financial Services 2,388.0 $808K 0.09% +107.0 +4.7% $338.25 +0.1%
54 NVS NOVARTIS AG Healthcare 5,053.0 $792K 0.09% +98.0 +2.0% $156.72 -1.4%
55 COF CAPITAL ONE FINL CORP Financial Services 3,931.0 $789K 0.09% +949.0 +31.8% $200.62 +10.4%
56 LLY ELI LILLY & CO Healthcare 654.0 $784K 0.09% +107.0 +19.6% $1199.43 +2.3%
57 SYF SYNCHRONY FINANCIAL Financial Services 10,113.0 $769K 0.09% +1K +16.2% $76.05 +6.0%
58 PM PHILIP MORRIS INTL INC Consumer Defensive 4,128.0 $747K 0.08% +168.0 +4.2% $180.91 +3.7%
59 KR KROGER CO Consumer Defensive 13,427.0 $746K 0.08% +6K +93.4% $55.53 +1.5%
60 CNI CANADIAN NATL RY CO Industrials 6,232.0 $743K 0.08% +3K +89.2% $119.24 +6.1%
Page 3 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%