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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 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HONEYWELL INTL INC 940.0 $210K 0.02% NEW $223.90
42 UNP UNION PAC CORP Industrials 764.0 $208K 0.02% NEW $272.00 +9.8%
43 ISHARES TR 4,131.0 $207K 0.02% NEW $50.15
44 VB VANGUARD INDEX FDS 660.0 $200K 0.02% NEW $303.12 +0.2%
45 AUPH AURINIA PHARMACEUTICALS INC Healthcare 10,926.0 $185K 0.02% NEW $16.97 -9.8%
46 BVS BIOVENTUS INC Healthcare 15,360.0 $145K 0.02% NEW $9.44 +51.5%
47 TBLA TABOOLA.COM LTD Communication Services 21,679.0 $108K 0.01% NEW $5.00 -23.4%
48 BBDO BANCO BRADESCO S A Financial Services 11,289.0 $34K 0.00% NEW $3.00 +0.3%
Page 3 of 3  ·  48 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%