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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 9 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TRMB TRIMBLE INC Technology 6,789.0 $532K 0.07% NEW $78.35 -37.3%
162 PHM PULTE GROUP INC Consumer Cyclical 4,529.0 $531K 0.07% NEW $117.26 +8.3%
163 FIS FIDELITY NATL INFORMATION SV Technology 7,943.0 $528K 0.07% NEW $66.46 -42.5%
164 ICVT ISHARES TR 5,350.0 $527K 0.06% NEW $98.50 +26.1%
165 PFE PFIZER INC Healthcare 20,712.0 $516K 0.06% NEW $24.90 +1.2%
166 JCI JOHNSON CTLS INTL PLC Industrials 4,291.0 $514K 0.06% NEW $119.75 +20.9%
167 TJX TJX COS INC NEW Consumer Cyclical 3,333.0 $512K 0.06% NEW $153.61 +6.6%
168 EBAY EBAY INC. Consumer Cyclical 5,847.0 $509K 0.06% NEW $87.10 +24.3%
169 BAP CREDICORP LTD Financial Services 1,768.0 $507K 0.06% NEW $287.00 +33.4%
170 TMUS T-MOBILE US INC Communication Services 2,464.0 $500K 0.06% NEW $203.04 -10.5%
171 GLD SPDR GOLD TR Financial Services 1,253.0 $497K 0.06% NEW $396.31 -2.3%
172 CRH PLC 3,973.0 $496K 0.06% NEW $124.80
173 BBY BEST BUY INC Consumer Cyclical 7,395.0 $495K 0.06% NEW $66.93 +11.7%
174 AIG AMERICAN INTL GROUP INC Financial Services 5,761.0 $493K 0.06% NEW $85.55 -13.5%
175 MELI MERCADOLIBRE INC Consumer Cyclical 240.0 $483K 0.06% NEW $2014.26 -18.8%
176 NTES NETEASE INC Technology 3,497.0 $481K 0.06% NEW $137.62 -11.8%
177 VTI VANGUARD INDEX FDS 1,427.0 $478K 0.06% NEW $335.30 +10.3%
178 DDS DILLARDS INC Consumer Cyclical 788.0 $478K 0.06% NEW $606.34 -8.5%
179 CARR CARRIER GLOBAL CORPORATION Industrials 8,871.0 $469K 0.06% NEW $52.84 +35.9%
180 CFG CITIZENS FINL GROUP INC Financial Services 7,934.0 $463K 0.06% NEW $58.41 +14.8%
Page 9 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%