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Portfolio (Quarterly) Guide ↗

One Wealth Map LLC

· CIK 0001802635
13F Portfolio $213M AUM 103 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 23 Added 40 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 DHC DIVERSIFIED HEALTHCARE TR Real Estate 67,963 $397K 0.20% SOLD
2 RGTI RIGETTI COMPUTING INC Technology 14,500 $257K 0.13% SOLD
3 REM ISHARES TR 10,780 $243K 0.12% SOLD
Sector Allocation
Technology 33.1%
Communication Services 17.6%
Consumer Cyclical 16.6%
Financial Services 15.0%
Healthcare 5.8%
Consumer Defensive 3.1%
Basic Materials 2.9%
Real Estate 2.5%
Industrials 2.1%
Energy 1.3%