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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 5 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IFRA ISHARES TR 6,089.0 $384K 0.04% -193.0 -3.1% $63.04 -3.0%
82 MLI MUELLER INDS INC Industrials 3,092.0 $380K 0.04% -36.0 -1.1% $122.93 -47.5%
83 GMAB GENMAB A/S Healthcare 13,683.0 $376K 0.04% -137.0 -1.0% $27.47 +20.0%
84 KGC KINROSS GOLD CORP Basic Materials 15,080.0 $356K 0.04% -2K -13.8% $23.62 +14.8%
85 BIIB BIOGEN INC Healthcare 1,599.0 $345K 0.04% -56.0 -3.4% $216.06 -1.6%
86 CENCORA INC 1,202.0 $340K 0.04% -124.0 -9.3% $282.98
87 PFE PFIZER INC Healthcare 13,732.0 $331K 0.04% -8K -35.9% $24.08 +13.2%
88 XLG INVESCO EXCHANGE TRADED FD T 5,373.0 $329K 0.04% -2K -29.1% $61.23 +1.9%
89 HDB HDFC BANK LTD Financial Services 12,606.0 $326K 0.04% -15K -53.7% $25.83 -10.3%
90 IDCC INTERDIGITAL INC Technology 1,133.0 $321K 0.04% -332.0 -22.7% $283.13 +18.6%
91 ESML ISHARES TR 5,666.0 $317K 0.04% -106.0 -1.8% $55.93 -0.4%
92 VGLT VANGUARD SCOTTSDALE FDS 5,667.0 $313K 0.04% -2K -29.9% $55.18 -4.8%
93 IWD ISHARES TR 1,264.0 $306K 0.03% -100.0 -7.3% $242.43 +5.9%
94 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 1,229.0 $296K 0.03% -348.0 -22.1% $240.97 +5.0%
95 OVV OVINTIV INC Energy 5,513.0 $290K 0.03% -105.0 -1.9% $52.65 +23.5%
96 MET METLIFE INC Financial Services 3,358.0 $284K 0.03% -3K -50.8% $84.61 +14.3%
97 CVE CENOVUS ENERGY INC Energy 10,721.0 $266K 0.03% -202.0 -1.9% $24.81 +31.1%
98 CDW CDW CORP Technology 1,863.0 $262K 0.03% -8K -81.2% $140.64 -4.0%
99 IWL ISHARES TR 1,385.0 $256K 0.03% -42.0 -2.9% $184.95 +2.6%
100 TEAM ATLASSIAN CORPORATION Technology 3,236.0 $252K 0.03% -300.0 -8.5% $77.79 +109.5%
Page 5 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%