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Portfolio (Quarterly) Guide ↗

One Wealth Advisors, LLC

· CIK 0001725297
13F Portfolio $818M AUM 298 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 298 New
Page 14 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ASTRAZENECA PLC 2,804.0 $258K 0.03% NEW $91.93
262 TEL TE CONNECTIVITY PLC Technology 1,130.0 $257K 0.03% NEW $227.51 -4.3%
263 IWP ISHARES TR 1,856.0 $254K 0.03% NEW $136.94 +3.7%
264 CMI CUMMINS INC Industrials 493.0 $252K 0.03% NEW $510.45 +40.4%
265 GE GE AEROSPACE Industrials 810.0 $250K 0.03% NEW $308.03 +16.1%
266 IQVIA HLDGS INC 1,085.0 $245K 0.03% NEW $225.41
267 CSL CARLISLE COS INC Industrials 754.0 $241K 0.03% NEW $319.86 +12.8%
268 DGX QUEST DIAGNOSTICS INC Healthcare 1,388.0 $241K 0.03% NEW $173.53 +12.4%
269 IWX ISHARES TR 2,556.0 $235K 0.03% NEW $91.84 +14.9%
270 TRU TRANSUNION Industrials 2,714.0 $233K 0.03% NEW $85.75 -24.7%
271 CNP CENTERPOINT ENERGY INC Utilities 6,050.0 $232K 0.03% NEW $38.34 +11.7%
272 AVGO BROADCOM INC Technology 669.0 $232K 0.03% NEW $346.10 +18.9%
273 OVV OVINTIV INC Energy 5,898.0 $231K 0.03% NEW $39.19 +33.7%
274 WTM WHITE MTNS INS GROUP LTD Financial Services 111.0 $231K 0.03% NEW $2078.03 -3.1%
275 ROST ROSS STORES INC Consumer Cyclical 1,278.0 $230K 0.03% NEW $180.14 +29.2%
276 ADURO CLEAN TECHNOLOGIES INC 22,200.0 $230K 0.03% NEW $10.36
277 MATX MATSON INC Industrials 1,840.0 $227K 0.03% NEW $123.55 +54.8%
278 CACI CACI INTL INC Technology 414.0 $221K 0.03% NEW $532.81 -12.5%
279 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,081.0 $220K 0.03% NEW $203.19 +79.0%
280 MLM MARTIN MARIETTA MATLS INC Basic Materials 352.0 $219K 0.03% NEW $622.66 -2.2%
Page 14 of 15  ·  298 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 39.3%
Financial Services 20.1%
Communication Services 11.8%
Consumer Cyclical 9.4%
Industrials 6.6%
Healthcare 6.2%
Consumer Defensive 2.2%
Basic Materials 2.2%
Energy 1.4%
Utilities 0.4%