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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 8 of 16  ·  304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VWO VANGUARD INTL EQUITY INDEX F 11,469.0 $620K 0.08% -4K -25.3% $54.05 +12.4%
142 CARR CARRIER GLOBAL CORPORATION Industrials 10,999.0 $619K 0.08% +2K +24.0% $56.31 +27.5%
143 WMT WALMART INC Consumer Defensive 4,964.0 $617K 0.08% $124.27 -5.7%
144 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 28,467.0 $617K 0.08% -6K -17.1% $21.66 +13.0%
145 C CITIGROUP INC Financial Services 5,433.0 $616K 0.08% -2K -28.0% $113.41 +26.1%
146 PYPL PAYPAL HLDGS INC Financial Services 13,555.0 $613K 0.08% -3K -16.6% $45.23 -6.0%
147 BAP CREDICORP LTD Financial Services 1,806.0 $613K 0.08% +38.0 +2.1% $339.18 +12.8%
148 SYY SYSCO CORP Consumer Defensive 8,462.0 $604K 0.07% +283.0 +3.5% $71.33 +10.3%
149 PFE PFIZER INC Healthcare 21,419.0 $601K 0.07% +707.0 +3.4% $28.08 -10.2%
150 MPC MARATHON PETE CORP Energy 2,453.0 $599K 0.07% $244.18 -0.5%
151 SYF SYNCHRONY FINANCIAL Financial Services 8,705.0 $592K 0.07% +505.0 +6.2% $68.02 +10.6%
152 ZD ZIFF DAVIS INC Communication Services 13,967.0 $586K 0.07% +3K +31.8% $41.96 +9.7%
153 SONY SONY GROUP CORP Technology 27,996.0 $580K 0.07% +154.0 +0.6% $20.70 -1.8%
154 JCI JOHNSON CONTROLS INTERNATION Industrials 4,291.0 $562K 0.07% $130.95 +10.6%
155 NICE NICE LTD Technology 5,090.0 $561K 0.07% $110.26 -23.2%
156 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 9,002.0 $560K 0.07% -10K -52.3% $62.17 -9.9%
157 DVN DEVON ENERGY CORP NEW Energy 10,964.0 $552K 0.07% +4K +50.9% $50.32 -16.3%
158 VTI VANGUARD INDEX FDS 1,716.0 $550K 0.07% +289.0 +20.2% $320.79 +15.3%
159 TMUS T-MOBILE US INC Communication Services 2,600.0 $546K 0.07% +136.0 +5.5% $210.03 -13.5%
160 COF CAPITAL ONE FINL CORP Financial Services 2,982.0 $544K 0.07% $182.43 +10.5%
Page 8 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%