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Portfolio (Quarterly) Guide ↗

One Wealth Advisors, LLC

· CIK 0001725297
13F Portfolio $803M AUM 304 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 32 New 142 Added 88 Reduced 26 Exited
Page 11 of 16  ·  304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DIS DISNEY WALT CO Communication Services 4,149.0 $400K 0.05% +337.0 +8.8% $96.39 +7.8%
202 FE FIRSTENERGY CORP Utilities 7,859.0 $398K 0.05% +134.0 +1.7% $50.66 -8.3%
203 TDC TERADATA CORP DEL Technology 15,503.0 $397K 0.05% +1K +8.0% $25.63 +20.5%
204 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,518.0 $396K 0.05% +481.0 +23.6% $157.28 -14.9%
205 NTES NETEASE COM INC Technology 3,528.0 $395K 0.05% +31.0 +0.9% $111.94 +8.4%
206 M MACYS INC Consumer Cyclical 21,813.0 $395K 0.05% +9K +64.0% $18.09 +33.4%
207 CIEN CIENA CORP Technology 998.0 $387K 0.05% +63.0 +6.7% $388.23 +10.3%
208 APTIV PLC 5,575.0 $387K 0.05% +340.0 +6.5% $69.44
209 YELP YELP INC Communication Services 15,637.0 $387K 0.05% +5K +51.1% $24.74 -7.5%
210 KO COCA COLA CO Consumer Defensive 5,029.0 $382K 0.05% $76.05 +4.4%
211 VV VANGUARD INDEX FDS 1,277.0 $382K 0.05% -877.0 -40.7% $298.92 +15.4%
212 EOG EOG RES INC Energy 2,630.0 $380K 0.05% NEW $144.57 -10.1%
213 BK BANK NEW YORK MELLON CORP Financial Services 3,200.0 $380K 0.05% -127.0 -3.8% $118.63 +20.1%
214 UBER UBER TECHNOLOGIES INC Technology 5,213.0 $375K 0.05% +891.0 +20.6% $71.93 -0.4%
215 GMAB GENMAB A/S Healthcare 13,820.0 $371K 0.05% +133.0 +1.0% $26.83 -5.8%
216 RYANAIR HOLDINGS PLC 6,266.0 $362K 0.04% +41.0 +0.7% $57.80
217 TLT ISHARES TR 4,159.0 $361K 0.04% -30K -87.7% $86.69 +0.1%
218 FANG DIAMONDBACK ENERGY INC Energy 1,822.0 $360K 0.04% NEW $197.79 -7.2%
219 MKL MARKEL GROUP INC Financial Services 188.0 $360K 0.04% -9.0 -4.6% $1914.07 -3.5%
220 IFRA ISHARES TR 6,282.0 $359K 0.04% -96.0 -1.5% $57.20 +8.4%
Page 11 of 16  ·  304 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 37.0%
Financial Services 18.1%
Communication Services 10.9%
Consumer Cyclical 9.5%
Industrials 8.0%
Healthcare 6.6%
Energy 3.2%
Consumer Defensive 2.9%
Basic Materials 2.8%
Utilities 0.5%