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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 8 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ABBV ABBVIE INC Healthcare 2,596.0 $653K 0.07% +714.0 +37.9% $251.64 +4.0%
142 BIV VANGUARD BD INDEX FDS 8,440.0 $647K 0.07% -113.0 -1.3% $76.70 -1.5%
143 DAL DELTA AIR LINES INC Industrials 6,910.0 $647K 0.07% +3K +86.8% $93.66 -13.5%
144 RTX RTX CORPORATION Industrials 3,408.0 $647K 0.07% +79.0 +2.4% $189.73 +11.9%
145 KLAC KLA CORP Technology 2,143.0 $647K 0.07% NEW $301.71 -38.4%
146 MS MORGAN STANLEY Financial Services 3,069.0 $641K 0.07% +23.0 +0.8% $209.01 -0.7%
147 DELL DELL TECHNOLOGIES INC Technology 1,465.0 $632K 0.07% -598.0 -29.0% $431.46 +0.8%
148 XAR SPDR SERIES TRUST 2,219.0 $630K 0.07% NEW $283.79 -4.2%
149 GM GENERAL MTRS CO Consumer Cyclical 8,145.0 $628K 0.07% +1K +14.2% $77.08 +11.8%
150 JCI JOHNSON CONTROLS INTERNATION Industrials 4,291.0 $627K 0.07% $146.11 -2.0%
151 TDC TERADATA CORP DEL Technology 17,989.0 $623K 0.07% +2K +16.0% $34.65 -20.4%
152 JBHT HUNT J B TRANS SVCS INC Industrials 2,140.0 $619K 0.07% NEW $289.43 -5.2%
153 FDX FEDEX CORP Industrials 1,976.0 $619K 0.07% +121.0 +6.5% $313.13 +4.1%
154 SYY SYSCO CORP Consumer Defensive 7,403.0 $619K 0.07% -1K -12.5% $83.58 -0.6%
155 HLN HALEON PLC Healthcare 66,077.0 $616K 0.07% -1K -1.9% $9.33 +5.8%
156 CRH PLC 5,688.0 $609K 0.07% +1K +25.9% $107.00
157 CIEN CIENA CORP Technology 1,239.0 $608K 0.07% +241.0 +24.1% $490.56 -20.0%
158 WMT WALMART INC Consumer Defensive 5,208.0 $590K 0.07% +244.0 +4.9% $113.25 -8.3%
159 USFD US FOODS HLDG CORP Consumer Defensive 5,758.0 $589K 0.07% +975.0 +20.4% $102.25 +6.1%
160 RF REGIONS FINANCIAL CORP NEW Financial Services 19,462.0 $588K 0.07% NEW $30.20 +0.1%
Page 8 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%