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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 4 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CHRW C H ROBINSON WORLDWIDE IN Industrials 2,895.0 $545K 0.06% -16.0 -0.6% $188.34 -23.2%
62 NEM NEWMONT CORP Basic Materials 5,794.0 $541K 0.06% -533.0 -8.4% $93.40 +24.2%
63 NTRS NORTHERN TR CORP Financial Services 3,036.0 $528K 0.06% -33.0 -1.1% $173.84 +9.6%
64 SCHW SCHWAB CHARLES CORP Financial Services 5,491.0 $507K 0.06% -2K -29.3% $92.27 +21.0%
65 NFLX NETFLIX INC. Communication Services 7,061.0 $504K 0.06% -4K -35.2% $71.40 +8.9%
66 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 8,697.0 $464K 0.05% -305.0 -3.4% $53.37 +8.5%
67 NICE NICE LTD Technology 5,023.0 $456K 0.05% -67.0 -1.3% $90.85 +9.6%
68 HEFA ISHARES TR 9,714.0 $456K 0.05% -1K -12.8% $46.92 +0.6%
69 MPC MARATHON PETE CORP Energy 1,766.0 $452K 0.05% -687.0 -28.0% $255.67 +43.2%
70 BK BANK OF NY MELLON CORP Financial Services 3,110.0 $450K 0.05% -90.0 -2.8% $144.61 -0.6%
71 CI THE CIGNA GROUP Healthcare 1,618.0 $446K 0.05% -273.0 -14.4% $275.68 +1.0%
72 ISHARES TR 7,284.0 $439K 0.05% -132.0 -1.8% $60.32
73 AAT AMERICAN ASSETS TR INC Real Estate 17,510.0 $432K 0.05% -365.0 -2.0% $24.69 -8.5%
74 MELI MERCADOLIBRE INC Consumer Cyclical 241.0 $409K 0.04% -6.0 -2.4% $1697.39 +4.8%
75 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 3,782.0 $408K 0.04% -114.0 -2.9% $107.78 +5.0%
76 VV VANGUARD INDEX FDS 1,177.0 $405K 0.04% -100.0 -7.8% $343.99 +2.8%
77 RYANAIR HOLDINGS PLC 6,192.0 $401K 0.04% -74.0 -1.2% $64.75
78 FOXA FOX CORP Communication Services 7,667.0 $400K 0.04% -69.0 -0.9% $52.16 +32.3%
79 TLH ISHARES TR 3,917.0 $393K 0.04% -29K -88.2% $100.35 -4.0%
80 SHOP SHOPIFY INC Technology 3,365.0 $384K 0.04% -193.0 -5.4% $114.18 +28.4%
Page 4 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%