BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLK SELECT SECTOR SPDR TR 33,855.0 $5.6M 2.56% -2K -5.8% $166.57 +10.1%
2 SDY SPDR SERIES TRUST 12,925.0 $2.0M 0.93% -129.0 -1.0% $157.75 -1.3%
3 GOOGL ALPHABET INC Communication Services 4,788.0 $1.6M 0.73% -409.0 -7.9% $336.69 -0.6%
4 ARTY ISHARES TR 23,984.0 $1.5M 0.67% -2K -9.2% $61.33 +19.5%
5 MSFT MICROSOFT CORP Technology 3,059.0 $1.2M 0.54% -439.0 -12.6% $390.52 +27.2%
6 SCHW SCHWAB CHARLES CORP Financial Services 10,991.0 $1.1M 0.52% -68.0 -0.6% $104.47 +4.3%
7 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,820.0 $1.1M 0.48% -654.0 -18.8% $374.67 +10.5%
8 META META PLATFORMS INC Communication Services 1,665.0 $975K 0.44% -298.0 -15.2% $585.61 +0.2%
9 V VISA INC Financial Services 2,579.0 $951K 0.43% -228.0 -8.1% $368.69 +2.0%
10 AMAT APPLIED MATLS INC Technology 1,739.0 $759K 0.34% -1K -41.7% $436.44 +0.2%
11 IVV ISHARES TR 1,029.0 $755K 0.34% -36.0 -3.4% $733.25 +4.6%
12 DIS DISNEY WALT CO Communication Services 6,052.0 $596K 0.27% -334.0 -5.2% $98.48 +9.4%
13 VGLT VANGUARD SCOTTSDALE FDS 10,283.0 $546K 0.25% -21K -66.6% $53.13 -0.9%
14 ABNB AIRBNB INC Consumer Cyclical 3,476.0 $532K 0.24% -247.0 -6.6% $153.01 +18.2%
15 MAS MASCO CORP Industrials 5,781.0 $419K 0.19% -731.0 -11.2% $72.56 -2.6%
16 QQQ INVESCO QQQ TR Financial Services 565.0 $374K 0.17% -56.0 -9.0% $661.77 +6.8%
17 DXCM DEXCOM INC Healthcare 4,747.0 $357K 0.16% -153.0 -3.1% $75.14 +21.2%
18 BERKSHIRE HATHAWAY INC DEL 545.0 $277K 0.13% -11.0 -2.0% $509.16
19 ANNALY CAPITAL MANAGEMENT IN 11,766.0 $271K 0.12% -1K -8.6% $23.05
20 ECL ECOLAB INC Basic Materials 922.0 $261K 0.12% -95.0 -9.3% $283.56 -0.7%
Page 1 of 2  ·  26 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 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%