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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 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DY DYCOM INDS INC Industrials 731.0 $248K 0.03% NEW $338.82 +34.8%
22 DAL DELTA AIR LINES INC Industrials 3,700.0 $246K 0.03% NEW $66.48 +26.6%
23 IWL ISHARES TR 1,427.0 $229K 0.03% NEW $160.48 +15.3%
24 DHI D R HORTON INC Consumer Cyclical 1,640.0 $225K 0.03% NEW $137.22 +15.0%
25 KHC KRAFT HEINZ CO Consumer Defensive 9,576.0 $215K 0.03% NEW $22.49 +1.5%
26 OIS OIL STS INTL INC Energy 15,397.0 $179K 0.02% NEW $11.64 -31.7%
27 DXC DXC TECHNOLOGY CO Technology 14,113.0 $177K 0.02% NEW $12.57 -31.6%
28 EBS EMERGENT BIOSOLUTIONS INC Healthcare 16,679.0 $138K 0.02% NEW $8.30 -3.6%
29 TBCH TURTLE BEACH CORP Technology 10,504.0 $107K 0.01% NEW $10.14 +35.8%
30 ANGI ANGI INC Communication Services 14,038.0 $96K 0.01% NEW $6.85 -26.7%
31 EMBC EMBECTA CORP Healthcare 10,066.0 $89K 0.01% NEW $8.84 -64.8%
32 NIOCORP DEVS LTD 10,000.0 $45K 0.01% NEW $4.46
Page 2 of 2  ·  32 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%