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Portfolio (Quarterly) Guide ↗

One Wealth Map LLC

· CIK 0001802635
13F Portfolio $220M AUM 106 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 43 Added 26 Reduced 15 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AJG GALLAGHER ARTHUR J & CO Financial Services 2,240.0 $602K 0.27% NEW $268.91 -2.6%
2 SPGI S&P GLOBAL INC Financial Services 1,319.0 $554K 0.25% NEW $419.64 +4.9%
3 MCO PUT MOODYS CORP Financial Services 1,000.0 $483K 0.22% NEW $483.24 +2.4%
4 NFLX NETFLIX INC. Communication Services 6,106.0 $450K 0.20% NEW $73.63 +9.8%
5 JPM PUT JPMORGAN CHASE & CO Financial Services 1,000.0 $345K 0.16% NEW $344.71 +3.0%
6 CBOE PUT CBOE GLOBAL MKTS INC Financial Services 1,000.0 $308K 0.14% NEW $307.81 -0.1%
7 ADP PUT AUTOMATIC DATA PROCESSING IN Industrials 1,000.0 $273K 0.12% NEW $273.37 +3.7%
8 SPLB SPDR SERIES TRUST 12,759.0 $273K 0.12% NEW $21.42 -0.9%
9 ICVT ISHARES TR 2,375.0 $260K 0.12% NEW $109.68 +2.5%
10 IGLB ISHARES TR 5,369.0 $257K 0.12% NEW $47.95 -0.8%
11 PUT IQVIA HLDGS INC 1,000.0 $248K 0.11% NEW $247.56
12 VEEV VEEVA SYS INC Healthcare 1,162.0 $242K 0.11% NEW $207.91 +34.3%
13 LOW PUT LOWES COS INC Consumer Cyclical 1,000.0 $216K 0.10% NEW $215.68 -7.2%
14 RMD PUT RESMED INC Healthcare 1,000.0 $214K 0.10% NEW $214.29 +8.0%
15 SMB VANECK ETF TRUST 11,591.0 $200K 0.09% NEW $17.25 -0.5%
16 JPM JPMORGAN CHASE & CO Financial Services 517.0 $178K 0.08% NEW $344.40 +3.1%
17 CBOE CBOE GLOBAL MKTS INC Financial Services 102.0 $31K 0.01% NEW $306.80 +0.3%
18 RMD RESMED INC Healthcare 5.0 $1K NEW $214.20 +8.0%

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 28.2%
Financial Services 24.1%
Communication Services 17.0%
Consumer Cyclical 13.7%
Healthcare 8.1%
Basic Materials 3.0%
Industrials 2.0%
Real Estate 1.4%
Energy 1.4%
Consumer Defensive 1.2%