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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 9 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DVN DEVON ENERGY CORP NEW Energy 14,062.0 $581K 0.06% +3K +28.3% $41.32 +19.3%
162 VWO VANGUARD INTL EQUITY INDEX F 9,710.0 $580K 0.06% -2K -15.3% $59.69 +0.5%
163 VTI VANGUARD INDEX FDS 1,553.0 $575K 0.06% -163.0 -9.5% $370.14 +1.7%
164 TPR TAPESTRY INC Consumer Cyclical 3,920.0 $574K 0.06% +920.0 +30.7% $146.38 -11.3%
165 AIG AMERICAN INTL GROUP INC Financial Services 7,674.0 $572K 0.06% +2K +26.8% $74.53 +1.6%
166 SONY SONY GROUP CORP Technology 27,891.0 $559K 0.06% $20.06 +17.5%
167 ZD ZIFF DAVIS INC Communication Services 10,624.0 $556K 0.06% -3K -23.9% $52.37 +5.8%
168 PYPL PAYPAL HLDGS INC Financial Services 12,797.0 $553K 0.06% -758.0 -5.6% $43.18 +44.3%
169 INTC INTEL CORP Technology 3,946.0 $551K 0.06% NEW $139.65 -34.0%
170 SNX TD SYNNEX CORPORATION Technology 2,047.0 $547K 0.06% +376.0 +22.5% $267.34 -6.2%
171 FLEX FLEX LTD Technology 3,376.0 $547K 0.06% -3K -45.2% $162.07 -31.9%
172 CHRW C H ROBINSON WORLDWIDE IN Industrials 2,895.0 $545K 0.06% -16.0 -0.6% $188.34 -23.6%
173 NEM NEWMONT CORP Basic Materials 5,794.0 $541K 0.06% -533.0 -8.4% $93.40 +36.7%
174 YELP YELP INC Communication Services 22,046.0 $541K 0.06% +6K +41.0% $24.52 -3.8%
175 DCI DONALDSON INC Industrials 6,017.0 $540K 0.06% +1K +24.3% $89.77 +3.0%
176 AMD ADVANCED MICRO DEVICES INC Technology 917.0 $533K 0.06% NEW $580.91 -19.2%
177 NXPI NXP SEMICONDUCTORS N V Technology 1,892.0 $532K 0.06% +84.0 +4.7% $281.03 -20.7%
178 M MACYS INC Consumer Cyclical 22,515.0 $530K 0.06% +702.0 +3.2% $23.55 -4.1%
179 NTRS NORTHERN TR CORP Financial Services 3,036.0 $528K 0.06% -33.0 -1.1% $173.84 +5.0%
180 CMCSA COMCAST CORP NEW Communication Services 21,476.0 $527K 0.06% NEW $24.55 +7.6%
Page 9 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%