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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 2 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ITOT ISHARES TR 18,744.0 $3.1M 0.34% -99.0 -0.5% $164.27 +2.5%
22 EMXC ISHARES INC 28,353.0 $2.9M 0.32% -373.0 -1.3% $102.30 -7.3%
23 MU MICRON TECHNOLOGY INC Technology 2,434.0 $2.8M 0.31% -1K -30.3% $1154.29 -18.5%
24 BINC BLACKROCK ETF TRUST II 53,156.0 $2.8M 0.31% -86K -61.7% $52.34 -0.7%
25 ESGD ISHARES TR 25,675.0 $2.6M 0.29% -4K -12.6% $102.81 +3.4%
26 IAU ISHARES GOLD TR Financial Services 34,894.0 $2.6M 0.29% -1K -3.1% $75.51 +8.2%
27 USMV ISHARES TR 27,093.0 $2.6M 0.29% -3K -8.6% $96.46 +4.2%
28 ESGE ISHARES INC 46,912.0 $2.6M 0.28% -8K -14.7% $54.69 -4.0%
29 IWB ISHARES TR 5,784.0 $2.4M 0.26% -263.0 -4.3% $409.50 +2.6%
30 MGRC MCGRATH RENTCORP Industrials 17,024.0 $2.1M 0.23% -4K -20.9% $121.03 -1.8%
31 VEA VANGUARD TAX-MANAGED FDS 27,912.0 $2.0M 0.22% -2K -6.3% $71.25 +1.6%
32 IGM ISHARES TR 11,527.0 $1.9M 0.21% -131.0 -1.1% $163.58 -2.0%
33 WDFC WD 40 CO Basic Materials 6,996.0 $1.7M 0.19% -900.0 -11.4% $243.64 -5.6%
34 WFC WELLS FARGO & CO Financial Services 20,279.0 $1.7M 0.18% -4K -16.6% $82.64 +5.8%
35 WDC WESTERN DIGITAL CORP Technology 2,342.0 $1.5M 0.17% -2K -47.2% $638.72 -22.3%
36 IJH ISHARES TR 18,993.0 $1.5M 0.16% -1K -5.7% $77.11 +0.2%
37 URI UNITED RENTALS INC Industrials 1,292.0 $1.5M 0.16% -621.0 -32.5% $1132.89 -1.5%
38 ASML ASML HLDG NV Technology 709.0 $1.4M 0.16% -267.0 -27.4% $1989.44 -9.4%
39 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,370.0 $1.3M 0.15% -818.0 -37.4% $965.00 -6.4%
40 GILD GILEAD SCIENCES INC Healthcare 8,621.0 $1.1M 0.12% -954.0 -10.0% $126.34 +13.5%
Page 2 of 6  ·  106 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%