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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 12 of 16  ·  304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TRV TRAVELERS COMPANIES INC Financial Services 1,226.0 $358K 0.04% $291.68 +5.5%
222 JBL JABIL INC Technology 1,346.0 $358K 0.04% +63.0 +4.9% $265.63 +40.0%
223 LPLA LPL FINL HLDGS INC Financial Services 1,185.0 $356K 0.04% +249.0 +26.6% $300.83 -2.3%
224 NXPI NXP SEMICONDUCTORS N V Technology 1,808.0 $356K 0.04% +349.0 +23.9% $196.86 +59.1%
225 FIS FIDELITY NATL INFORMATION SV Technology 7,487.0 $351K 0.04% -456.0 -5.7% $46.91 -18.5%
226 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 3,896.0 $351K 0.04% +321.0 +9.0% $90.11 +21.6%
227 MLI MUELLER INDS INC Industrials 3,128.0 $347K 0.04% +128.0 +4.3% $110.80 +24.0%
228 SLB SLB LIMITED Energy 6,626.0 $340K 0.04% NEW $51.39 -6.4%
229 TLK TELEKOMUNIKASI IND Communication Services 18,173.0 $339K 0.04% +328.0 +1.8% $18.68 -20.3%
230 TFC TRUIST FINL CORP Financial Services 7,377.0 $339K 0.04% NEW $45.97 +5.1%
231 DELL DELL TECHNOLOGIES INC Technology 2,063.0 $339K 0.04% -33.0 -1.6% $164.13 +149.5%
232 CNI CANADIAN NATL RY CO Industrials 3,293.0 $338K 0.04% +1K +51.7% $102.77 +10.4%
233 GD GENERAL DYNAMICS CORP Industrials 978.0 $336K 0.04% +9.0 +0.9% $343.14 +2.0%
234 OVV OVINTIV INC Energy 5,618.0 $333K 0.04% -280.0 -4.8% $59.36 -11.7%
235 SLQD ISHARES TR 6,551.0 $331K 0.04% -268.0 -3.9% $50.49 -0.5%
236 TFI SPDR SERIES TRUST 7,267.0 $329K 0.04% -6K -45.6% $45.34 +0.7%
237 AAT AMERICAN ASSETS TR INC Real Estate 17,875.0 $329K 0.04% +1K +7.6% $18.41 +30.6%
238 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,396.0 $327K 0.04% +226.0 +4.4% $60.65 -11.0%
239 PLD PROLOGIS INC. Real Estate 2,430.0 $321K 0.04% $132.18 +6.3%
240 MCHP MICROCHIP TECHNOLOGY INC. Technology 4,881.0 $315K 0.04% -45.0 -0.9% $64.61 +54.4%
Page 12 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%