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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 12 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MLI MUELLER INDS INC Industrials 3,092.0 $380K 0.04% -36.0 -1.1% $122.93 -47.5%
222 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,064.0 $377K 0.04% +546.0 +21.7% $123.11 +26.7%
223 GMAB GENMAB A/S Healthcare 13,683.0 $376K 0.04% -137.0 -1.0% $27.47 +22.2%
224 AVGO BROADCOM INC Technology 992.0 $375K 0.04% NEW $377.75 -4.0%
225 FE FIRSTENERGY CORP Utilities 7,859.0 $374K 0.04% $47.54 +0.2%
226 DY DYCOM INDS INC Industrials 732.0 $370K 0.04% $505.59 -19.1%
227 MKL MARKEL GROUP INC Financial Services 188.0 $367K 0.04% $1953.01 -7.1%
228 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 9,473.0 $367K 0.04% NEW $38.73 +53.0%
229 QCOM QUALCOMM INC Technology 1,974.0 $365K 0.04% $184.79 -11.8%
230 FLL FULL HSE RESORTS INC Consumer Cyclical 129,519.0 $361K 0.04% +11K +9.3% $2.79 -23.3%
231 ADI ANALOG DEVICES INC Technology 904.0 $359K 0.04% NEW $397.09 -6.1%
232 CMI CUMMINS INC Industrials 501.0 $357K 0.04% +8.0 +1.6% $713.21 -13.8%
233 ICLN ISHARES TR 17,420.0 $357K 0.04% NEW $20.49 -13.2%
234 KGC KINROSS GOLD CORP Basic Materials 15,080.0 $356K 0.04% -2K -13.8% $23.62 +23.9%
235 ALL ALLSTATE CORP Financial Services 1,492.0 $355K 0.04% $237.94 +11.0%
236 ADURO CLEAN TECHNOLOGIES INC 22,200.0 $350K 0.04% $15.76
237 XOM EXXON MOBIL CORP Energy 2,550.0 $349K 0.04% +181.0 +7.6% $136.72 +22.4%
238 VTRS VIATRIS INC Healthcare 21,916.0 $348K 0.04% NEW $15.88 +3.9%
239 GD GENERAL DYNAMICS CORP Industrials 978.0 $346K 0.04% $354.16 +11.3%
240 BIIB BIOGEN INC Healthcare 1,599.0 $345K 0.04% -56.0 -3.4% $216.06 +1.0%
Page 12 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%