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Portfolio (Quarterly) Guide ↗

One Wealth Advisors, LLC

· CIK 0001725297
13F Portfolio $818M AUM 298 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 298 New
Page 7 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VTV VANGUARD INDEX FDS 3,851.0 $736K 0.09% NEW $190.99 +13.4%
122 IEFA ISHARES TR 8,216.0 $735K 0.09% NEW $89.46 +8.8%
123 COF CAPITAL ONE FINL CORP Financial Services 2,982.0 $723K 0.09% NEW $242.36 -16.8%
124 JNJ JOHNSON & JOHNSON Healthcare 3,473.0 $719K 0.09% NEW $206.95 +10.4%
125 SONY SONY GROUP CORP Technology 27,842.0 $713K 0.09% NEW $25.60 -20.6%
126 STIP ISHARES TR 6,815.0 $698K 0.09% NEW $102.39 -0.3%
127 IWO ISHARES TR 2,156.0 $696K 0.09% NEW $323.01 +20.4%
128 MFC MANULIFE FINL CORP Financial Services 19,157.0 $695K 0.09% NEW $36.28 +11.9%
129 HPQ HP INC Technology 31,194.0 $695K 0.09% NEW $22.28 +5.5%
130 GS GOLDMAN SACHS GROUP INC Financial Services 790.0 $694K 0.09% NEW $879.00 +24.8%
131 JMOM J P MORGAN EXCHANGE TRADED F 10,041.0 $684K 0.08% NEW $68.15 +23.8%
132 SYF SYNCHRONY FINANCIAL Financial Services 8,200.0 $684K 0.08% NEW $83.43 -9.8%
133 VV VANGUARD INDEX FDS 2,154.0 $678K 0.08% NEW $314.84 +9.6%
134 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,462.0 $678K 0.08% NEW $275.39 +288.6%
135 NVS NOVARTIS AG Healthcare 4,896.0 $675K 0.08% NEW $137.87 +6.7%
136 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,292.0 $673K 0.08% NEW $293.57 +0.4%
137 ILCV ISHARES TR 6,948.0 $656K 0.08% NEW $94.36 +7.1%
138 HLN HALEON PLC Healthcare 64,828.0 $655K 0.08% NEW $10.11 -11.4%
139 MO ALTRIA GROUP INC Consumer Defensive 11,340.0 $654K 0.08% NEW $57.66 +19.9%
140 BIV VANGUARD BD INDEX FDS 8,330.0 $649K 0.08% NEW $77.88 -1.7%
Page 7 of 15  ·  298 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 39.3%
Financial Services 20.1%
Communication Services 11.8%
Consumer Cyclical 9.4%
Industrials 6.6%
Healthcare 6.2%
Consumer Defensive 2.2%
Basic Materials 2.2%
Energy 1.4%
Utilities 0.4%