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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
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 254.0 $247K 0.11% -215.0 -45.8% $973.76 -4.2%
22 UBER UBER TECHNOLOGIES INC Technology 3,400.0 $242K 0.11% -285.0 -7.7% $71.20 +7.9%
23 NVDA NVIDIA CORPORATION Technology 1,182.0 $225K 0.10% -9.0 -0.8% $190.01 +19.7%
24 UWM PROSHARES TR 3,469.0 $214K 0.10% -448.0 -11.4% $61.81 +2.4%
25 ARI APOLLO COML REAL ESTATE FIN Real Estate 27,319.0 $180K 0.08% -5K -14.2% $6.60 +3.7%
26 PANW PALO ALTO NETWORKS INC Technology 120.0 $38K 0.02% -302.0 -71.6% $314.15 +3.5%
Page 2 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%