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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 4 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 USMV ISHARES TR 27,093.0 $2.6M 0.29% -3K -8.6% $96.46 +4.2%
62 SUSB ISHARES TR 103,213.0 $2.6M 0.28% +92K +846.8% $24.99 -0.5%
63 ESGE ISHARES INC 46,912.0 $2.6M 0.28% -8K -14.7% $54.69 -4.0%
64 DMXF ISHARES TR 30,151.0 $2.6M 0.28% +745.0 +2.5% $84.60 +2.0%
65 SUSA ISHARES TR 16,354.0 $2.5M 0.28% $154.30 +2.5%
66 LQD ISHARES TR 22,497.0 $2.5M 0.27% +1K +6.9% $109.07 -3.0%
67 BLLN BILLIONTOONE INC Healthcare 19,942.0 $2.4M 0.26% NEW $119.98 -26.7%
68 IWB ISHARES TR 5,784.0 $2.4M 0.26% -263.0 -4.3% $409.50 +2.6%
69 EMGF ISHARES INC 31,845.0 $2.3M 0.26% $73.26 -4.0%
70 MGRC MCGRATH RENTCORP Industrials 17,024.0 $2.1M 0.23% -4K -20.9% $121.03 -1.8%
71 BKNG BOOKING HOLDINGS INC Consumer Cyclical 11,339.0 $2.0M 0.22% +11K +2408.6% $178.24 +16.8%
72 VEA VANGUARD TAX-MANAGED FDS 27,912.0 $2.0M 0.22% -2K -6.3% $71.25 +1.6%
73 SYSB ISHARES TR 21,323.0 $1.9M 0.21% +1K +5.7% $88.72 -1.8%
74 IGM ISHARES TR 11,527.0 $1.9M 0.21% -131.0 -1.1% $163.58 -2.0%
75 EVUS ISHARES TR 48,656.0 $1.7M 0.19% +3K +6.8% $35.11 +5.3%
76 WDFC WD 40 CO Basic Materials 6,996.0 $1.7M 0.19% -900.0 -11.4% $243.64 -5.6%
77 WFC WELLS FARGO & CO Financial Services 20,279.0 $1.7M 0.18% -4K -16.6% $82.64 +5.8%
78 AMAT APPLIED MATLS INC Technology 2,293.0 $1.7M 0.18% +26.0 +1.1% $723.00 -28.9%
79 ODFL OLD DOMINION FREIGHT LINE IN Industrials 7,502.0 $1.6M 0.18% $216.60 -4.0%
80 MSI MOTOROLA SOLUTIONS INC Technology 3,906.0 $1.6M 0.18% +20.0 +0.5% $415.29 +13.1%
Page 4 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%