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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 5 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CSCO CISCO SYS INC Technology 13,250.0 $1.6M 0.17% +4K +37.7% $117.46 -5.0%
82 WDC WESTERN DIGITAL CORP Technology 2,342.0 $1.5M 0.17% -2K -47.2% $638.72 -22.3%
83 MCK MCKESSON CORP Healthcare 1,977.0 $1.5M 0.17% $755.60 +15.0%
84 LRCX LAM RESEARCH CORP Technology 3,430.0 $1.5M 0.16% +316.0 +10.2% $433.33 -24.3%
85 IJH ISHARES TR 18,993.0 $1.5M 0.16% -1K -5.7% $77.11 +0.2%
86 URI UNITED RENTALS INC Industrials 1,292.0 $1.5M 0.16% -621.0 -32.5% $1132.89 -1.5%
87 ASML ASML HLDG NV Technology 709.0 $1.4M 0.16% -267.0 -27.4% $1989.44 -9.4%
88 CB CHUBB LIMITED Financial Services 4,055.0 $1.4M 0.15% +772.0 +23.5% $340.74 +1.3%
89 GLD SPDR GOLD TR Financial Services 3,669.0 $1.4M 0.15% $368.38 +8.2%
90 PGR PROGRESSIVE CORP Financial Services 6,149.0 $1.3M 0.15% +2K +35.8% $218.45 -5.1%
91 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,370.0 $1.3M 0.15% -818.0 -37.4% $965.00 -6.4%
92 TOL TOLL BROTHERS INC Consumer Cyclical 7,831.0 $1.3M 0.14% $164.75 -13.3%
93 VOO VANGUARD INDEX FDS 1,741.0 $1.2M 0.13% $686.99 +2.7%
94 EEM ISHARES TR 15,949.0 $1.1M 0.12% $68.41 -4.5%
95 GILD GILEAD SCIENCES INC Healthcare 8,621.0 $1.1M 0.12% -954.0 -10.0% $126.34 +13.5%
96 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 8,505.0 $1.1M 0.12% -135.0 -1.6% $127.90 -8.3%
97 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 11,654.0 $1.1M 0.12% -74.0 -0.6% $92.09 -1.4%
98 VUG VANGUARD INDEX FDS 12,108.0 $1.0M 0.12% +10K +499.7% $86.14 +2.0%
99 JNJ JOHNSON & JOHNSON Healthcare 4,046.0 $1.0M 0.11% +503.0 +14.2% $253.97 +6.7%
100 BLACKROCK ETF TRUST 17,771.0 $1.0M 0.11% -1K -6.6% $57.66
Page 5 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%