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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 11 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ISHARES TR 7,284.0 $439K 0.05% -132.0 -1.8% $60.32
202 VLO VALERO ENERGY CORP Energy 1,687.0 $439K 0.05% +462.0 +37.7% $260.44 +34.4%
203 PLTR PALANTIR TECHNOLOGIES INC Technology 3,725.0 $435K 0.05% +308.0 +9.0% $116.68 +47.0%
204 AAT AMERICAN ASSETS TR INC Real Estate 17,510.0 $432K 0.05% -365.0 -2.0% $24.69 -8.5%
205 SPY STATE STR SPDR S&P 500 ETF T Financial Services 561.0 $419K 0.05% +158.0 +39.2% $746.42 +2.8%
206 DIS DISNEY WALT CO Communication Services 4,340.0 $418K 0.05% +191.0 +4.6% $96.26 +8.0%
207 MELI MERCADOLIBRE INC Consumer Cyclical 241.0 $409K 0.04% -6.0 -2.4% $1697.39 +4.8%
208 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 3,782.0 $408K 0.04% -114.0 -2.9% $107.78 +5.0%
209 OHI OMEGA HEALTHCARE INVS INC Real Estate 8,506.0 $406K 0.04% NEW $47.68 -2.6%
210 VV VANGUARD INDEX FDS 1,177.0 $405K 0.04% -100.0 -7.8% $343.99 +2.8%
211 TRV TRAVELERS COMPANIES INC Financial Services 1,226.0 $405K 0.04% $330.12 +11.5%
212 VO VANGUARD INDEX FDS 5,012.0 $404K 0.04% +4K +436.0% $80.57 +3.2%
213 IEF ISHARES TR 4,262.0 $403K 0.04% NEW $94.57 -1.7%
214 RYANAIR HOLDINGS PLC 6,192.0 $401K 0.04% -74.0 -1.2% $64.75
215 FOXA FOX CORP Communication Services 7,667.0 $400K 0.04% -69.0 -0.9% $52.16 +32.3%
216 TLH ISHARES TR 3,917.0 $393K 0.04% -29K -88.2% $100.35 -4.0%
217 UBER UBER TECHNOLOGIES INC Technology 5,421.0 $391K 0.04% +208.0 +4.0% $72.16 +3.5%
218 VZ VERIZON COMMUNICATIONS INC Communication Services 9,196.0 $389K 0.04% +966.0 +11.7% $42.34 +14.6%
219 SHOP SHOPIFY INC Technology 3,365.0 $384K 0.04% -193.0 -5.4% $114.18 +28.4%
220 IFRA ISHARES TR 6,089.0 $384K 0.04% -193.0 -3.1% $63.04 -3.0%
Page 11 of 17  ·  326 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%