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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 7 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AXP AMERICAN EXPRESS CO Financial Services 2,388.0 $808K 0.09% +107.0 +4.7% $338.25 -2.1%
122 NVS NOVARTIS AG Healthcare 5,053.0 $792K 0.09% +98.0 +2.0% $156.72 -0.3%
123 COF CAPITAL ONE FINL CORP Financial Services 3,931.0 $789K 0.09% +949.0 +31.8% $200.62 +5.9%
124 IEFA ISHARES TR 8,140.0 $786K 0.09% $96.58 +3.5%
125 LLY ELI LILLY & CO Healthcare 654.0 $784K 0.09% +107.0 +19.6% $1199.43 +3.9%
126 RIO RIO TINTO PLC Basic Materials 8,159.0 $775K 0.09% $94.93 +7.6%
127 SYF SYNCHRONY FINANCIAL Financial Services 10,113.0 $769K 0.09% +1K +16.2% $76.05 +0.9%
128 BERKSHIRE HATHAWAY INC DEL 1,522.0 $762K 0.08% $500.39
129 CF CF INDUSTRIES HOLD Basic Materials 6,975.0 $755K 0.08% $108.26 +16.1%
130 PM PHILIP MORRIS INTL INC Consumer Defensive 4,128.0 $747K 0.08% +168.0 +4.2% $180.91 +5.9%
131 KR KROGER CO Consumer Defensive 13,427.0 $746K 0.08% +6K +93.4% $55.53 +1.4%
132 CNI CANADIAN NATL RY CO Industrials 6,232.0 $743K 0.08% +3K +89.2% $119.24 +7.5%
133 CPRT COPART INC Industrials 26,054.0 $734K 0.08% +144.0 +0.6% $28.19 +21.8%
134 ILCV ISHARES TR 7,248.0 $734K 0.08% +104.0 +1.5% $101.24 +6.1%
135 JMOM J P MORGAN EXCHANGE TRADED F 8,520.0 $728K 0.08% -1K -13.2% $85.46 -3.5%
136 HPQ HP INC Technology 32,639.0 $716K 0.08% -14K -30.7% $21.94 +34.3%
137 C CITIGROUP INC Financial Services 5,063.0 $709K 0.08% -370.0 -6.8% $139.95 -7.3%
138 AZN ASTRAZENECA PLC Healthcare 3,637.0 $690K 0.08% +281.0 +8.4% $189.62 -13.3%
139 BBY BEST BUY INC Consumer Cyclical 8,989.0 $682K 0.07% +1K +16.9% $75.88 +13.0%
140 BAP CREDICORP LTD Financial Services 1,715.0 $668K 0.07% -91.0 -5.0% $389.58 -5.0%
Page 7 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%