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Portfolio (Quarterly) Guide ↗

One Wealth Advisors, LLC

· CIK 0001725297
13F Portfolio $803M AUM 304 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 32 New 142 Added 88 Reduced 26 Exited
Page 4 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HCA HCA HEALTHCARE INC Healthcare 1,506.0 $713K 0.09% +234.0 +18.4% $473.24 -20.7%
62 GS GOLDMAN SACHS GROUP INC Financial Services 842.0 $712K 0.09% +52.0 +6.6% $845.99 +29.6%
63 AXP AMERICAN EXPRESS CO Financial Services 2,281.0 $690K 0.09% +33.0 +1.5% $302.48 +11.7%
64 NEM NEWMONT CORP Basic Materials 6,327.0 $685K 0.09% +241.0 +4.0% $108.25 -4.1%
65 HLN HALEON PLC Healthcare 67,378.0 $674K 0.08% +3K +3.9% $10.01 -10.5%
66 MFC MANULIFE FINL CORP Financial Services 19,569.0 $674K 0.08% +412.0 +2.1% $34.44 +17.9%
67 ILCV ISHARES TR 7,144.0 $665K 0.08% +196.0 +2.8% $93.14 +8.5%
68 LRCX LAM RESEARCH CORP Technology 3,114.0 $665K 0.08% +1K +60.3% $213.66 +82.1%
69 BIV VANGUARD BD INDEX FDS 8,553.0 $660K 0.08% +223.0 +2.7% $77.18 -0.8%
70 CFG CITIZENS FINL GROUP INC Financial Services 10,960.0 $657K 0.08% +3K +38.1% $59.97 +11.9%
71 CVX CHEVRON CORPORATION Energy 3,176.0 $657K 0.08% +245.0 +8.4% $206.90 -16.1%
72 PM PHILIP MORRIS INTL INC Consumer Defensive 3,960.0 $655K 0.08% +29.0 +0.7% $165.34 +7.9%
73 CARR CARRIER GLOBAL CORPORATION Industrials 10,999.0 $619K 0.08% +2K +24.0% $56.31 +27.5%
74 BAP CREDICORP LTD Financial Services 1,806.0 $613K 0.08% +38.0 +2.1% $339.18 +12.8%
75 SYY SYSCO CORP Consumer Defensive 8,462.0 $604K 0.07% +283.0 +3.5% $71.33 +10.3%
76 PFE PFIZER INC Healthcare 21,419.0 $601K 0.07% +707.0 +3.4% $28.08 -10.2%
77 SYF SYNCHRONY FINANCIAL Financial Services 8,705.0 $592K 0.07% +505.0 +6.2% $68.02 +10.6%
78 ZD ZIFF DAVIS INC Communication Services 13,967.0 $586K 0.07% +3K +31.8% $41.96 +9.7%
79 SONY SONY GROUP CORP Technology 27,996.0 $580K 0.07% +154.0 +0.6% $20.70 -1.8%
80 DVN DEVON ENERGY CORP NEW Energy 10,964.0 $552K 0.07% +4K +50.9% $50.32 -16.3%
Page 4 of 8  ·  142 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 37.0%
Financial Services 18.1%
Communication Services 10.9%
Consumer Cyclical 9.5%
Industrials 8.0%
Healthcare 6.6%
Energy 3.2%
Consumer Defensive 2.9%
Basic Materials 2.8%
Utilities 0.5%