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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
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION Technology 1,191.0 $236K 0.11% NEW $198.45 +7.1%
22 IYH ISHARES TR 3,622.0 $221K 0.10% NEW $61.07 +2.5%
23 TTWO PUT TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,000.0 $216K 0.10% NEW $216.03 +1.1%
24 AJG PUT GALLAGHER ARTHUR J & CO Financial Services 1,000.0 $208K 0.10% NEW $208.11 -2.5%
25 RSG PUT REPUBLIC SVCS INC Industrials 1,000.0 $207K 0.10% NEW $206.56 -0.5%
26 WMT WALMART INC Consumer Defensive 1,557.0 $205K 0.10% NEW $131.59 -9.9%
27 NVDA PUT NVIDIA CORPORATION Technology 1,000.0 $198K 0.09% NEW $198.45 +7.1%
28 PANW PUT PALO ALTO NETWORKS INC Technology 1,000.0 $181K 0.09% NEW $181.08 +37.2%
29 PANW PALO ALTO NETWORKS INC Technology 422.0 $76K 0.04% NEW $181.08 +37.2%
Page 2 of 2  ·  29 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 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%