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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 4 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CRM SALESFORCE INC Technology 2,421.0 $456K 0.21% +129.0 +5.6% $188.36 +37.0%
62 NFLX NETFLIX INC. Communication Services 6,106.0 $450K 0.20% NEW $73.63 +9.8%
63 SYK STRYKER CORPORATION Healthcare 1,266.0 $446K 0.20% +262.0 +26.1% $352.33 -9.9%
64 SCHF SCHWAB STRATEGIC TR 16,396.0 $438K 0.20% $26.74 +4.5%
65 CENCORA INC 1,343.0 $428K 0.19% +17.0 +1.3% $318.60
66 CHKP CHECK POINT SOFTWARE TECH LT Technology 3,056.0 $427K 0.19% +38.0 +1.3% $139.67 -3.7%
67 MAS MASCO CORP Industrials 5,781.0 $419K 0.19% -731.0 -11.2% $72.56 -3.2%
68 ADSK AUTODESK INC Technology 1,655.0 $406K 0.18% +61.0 +3.8% $245.25 +1.0%
69 MSFT PUT MICROSOFT CORP Technology 1,000.0 $391K 0.18% $390.54 +28.3%
70 AON PUT AON PLC Financial Services 1,000.0 $377K 0.17% $377.16 -13.5%
71 QQQ INVESCO QQQ TR Financial Services 565.0 $374K 0.17% -56.0 -9.0% $661.77 +6.9%
72 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,261.0 $371K 0.17% $294.21 +3.8%
73 V PUT VISA INC Financial Services 1,000.0 $369K 0.17% $368.73 +1.1%
74 DXCM DEXCOM INC Healthcare 4,747.0 $357K 0.16% -153.0 -3.1% $75.14 +20.0%
75 IYY ISHARES TR 2,000.0 $356K 0.16% $177.85 +4.3%
76 JPM PUT JPMORGAN CHASE & CO Financial Services 1,000.0 $345K 0.16% NEW $344.71 +3.0%
77 ADBE ADOBE INC Technology 1,283.0 $338K 0.15% +52.0 +4.2% $263.43 +8.6%
78 PANW PUT PALO ALTO NETWORKS INC Technology 1,000.0 $314K 0.14% $314.15 +15.3%
79 CBOE PUT CBOE GLOBAL MKTS INC Financial Services 1,000.0 $308K 0.14% NEW $307.81 -0.1%
80 CVX CHEVRON CORPORATION Energy 1,537.0 $295K 0.13% +22.0 +1.4% $191.81 +10.0%
Page 4 of 6  ·  106 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%