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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 15 of 16  ·  304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IWL ISHARES TR 1,427.0 $229K 0.03% NEW $160.48 +15.3%
282 CACI CACI INTL INC Technology 419.0 $228K 0.03% +5.0 +1.2% $543.87 -14.2%
283 HPE HEWLETT PACKARD ENTERPRISE C Technology 9,558.0 $228K 0.03% -6K -39.5% $23.81 +99.1%
284 MLM MARTIN MARIETTA MATLS INC Basic Materials 384.0 $226K 0.03% +32.0 +9.1% $588.68 +3.5%
285 DHI D R HORTON INC Consumer Cyclical 1,640.0 $225K 0.03% NEW $137.22 +15.0%
286 SUB ISHARES TR 2,062.0 $220K 0.03% -871.0 -29.7% $106.50 +0.1%
287 HD HOME DEPOT INC Consumer Cyclical 656.0 $216K 0.03% +39.0 +6.3% $328.89 +1.6%
288 KHC KRAFT HEINZ CO Consumer Defensive 9,576.0 $215K 0.03% NEW $22.49 +1.5%
289 GDDY GODADDY INC Technology 2,594.0 $214K 0.03% +310.0 +13.6% $82.67 -6.8%
290 BKLC BNY MELLON ETF TRUST 1,704.0 $213K 0.03% -2K -47.9% $124.81 +15.1%
291 CNP CENTERPOINT ENERGY INC Utilities 4,921.0 $212K 0.03% -1K -18.7% $43.16 -0.8%
292 QQQ INVESCO QQQ TR Financial Services 356.0 $205K 0.03% $577.18 +28.3%
293 IQVIA HLDGS INC 1,180.0 $201K 0.03% +95.0 +8.8% $170.54
294 TRU TRANSUNION Industrials 2,906.0 $201K 0.03% +192.0 +7.1% $69.19 -6.6%
295 OIS OIL STS INTL INC Energy 15,397.0 $179K 0.02% NEW $11.64 -31.7%
296 DXC DXC TECHNOLOGY CO Technology 14,113.0 $177K 0.02% NEW $12.57 -31.6%
297 EBS EMERGENT BIOSOLUTIONS INC Healthcare 16,679.0 $138K 0.02% NEW $8.30 -3.6%
298 PBYI PUMA BIOTECHNOLOGY INC Healthcare 21,079.0 $135K 0.02% +2K +8.7% $6.39 +18.3%
299 HTBK HERITAGE COMM CORP Financial Services 10,045.0 $125K 0.02% $12.48 +7.8%
300 TBCH TURTLE BEACH CORP Technology 10,504.0 $107K 0.01% NEW $10.14 +35.8%
Page 15 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%