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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 6 of 16  ·  304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 STIP ISHARES TR 8,706.0 $900K 0.11% +2K +27.8% $103.43 -1.3%
102 PGR PROGRESSIVE CORP Financial Services 4,529.0 $898K 0.11% NEW $198.24 +3.3%
103 VUG VANGUARD INDEX FDS 2,019.0 $882K 0.11% $436.69 -80.1%
104 JNJ JOHNSON & JOHNSON Healthcare 3,543.0 $866K 0.11% +70.0 +2.0% $244.44 -6.6%
105 SPGI S&P GLOBAL INC Financial Services 2,033.0 $865K 0.11% +250.0 +14.0% $425.34 -3.4%
106 CPRT COPART INC Industrials 25,910.0 $860K 0.11% +6K +31.2% $33.20 -8.9%
107 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,188.0 $857K 0.11% -274.0 -11.1% $391.76 +173.2%
108 BAC BANK AMERICA CORP Financial Services 16,866.0 $822K 0.10% $48.75 +15.3%
109 MO ALTRIA GROUP INC Consumer Defensive 11,869.0 $783K 0.10% +529.0 +4.7% $65.99 +4.7%
110 AMAT APPLIED MATLS INC Technology 2,267.0 $775K 0.10% -41.0 -1.8% $341.79 +80.6%
111 VLUE ISHARES TR 5,403.0 $768K 0.10% +514.0 +10.5% $142.18 +40.6%
112 RIO RIO TINTO PLC Basic Materials 8,190.0 $764K 0.10% +160.0 +2.0% $93.29 +7.3%
113 NVS NOVARTIS AG Healthcare 4,955.0 $757K 0.09% +59.0 +1.2% $152.75 -3.7%
114 VTV VANGUARD INDEX FDS 3,851.0 $756K 0.09% $196.20 +10.3%
115 ZTS ZOETIS INC Healthcare 6,378.0 $754K 0.09% NEW $118.21 -33.4%
116 EBAY EBAY INC. Consumer Cyclical 8,278.0 $753K 0.09% +2K +41.6% $91.02 +18.9%
117 CSCO CISCO SYS INC Technology 9,624.0 $747K 0.09% -103.0 -1.1% $77.59 +54.1%
118 ORCL ORACLE CORP Technology 5,067.0 $745K 0.09% -711.0 -12.3% $147.10 +25.3%
119 IEFA ISHARES TR 8,145.0 $737K 0.09% -71.0 -0.9% $90.53 +7.5%
120 SCHW SCHWAB CHARLES CORP Financial Services 7,769.0 $730K 0.09% +39.0 +0.5% $93.98 -2.4%
Page 6 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%