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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 5 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BERKSHIRE HATHAWAY INC DEL 545.0 $277K 0.13% -11.0 -2.0% $509.16
82 ADP PUT AUTOMATIC DATA PROCESSING IN Industrials 1,000.0 $273K 0.12% NEW $273.37 +3.7%
83 SPLB SPDR SERIES TRUST 12,759.0 $273K 0.12% NEW $21.42 -0.9%
84 ANNALY CAPITAL MANAGEMENT IN 11,766.0 $271K 0.12% -1K -8.6% $23.05
85 ECL ECOLAB INC Basic Materials 922.0 $261K 0.12% -95.0 -9.3% $283.56 -1.2%
86 ICVT ISHARES TR 2,375.0 $260K 0.12% NEW $109.68 +2.5%
87 CEG PUT CONSTELLATION ENERGY CORP Utilities 1,000.0 $258K 0.12% $257.95 +8.7%
88 IGLB ISHARES TR 5,369.0 $257K 0.12% NEW $47.95 -0.8%
89 PUT IQVIA HLDGS INC 1,000.0 $248K 0.11% NEW $247.56
90 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 254.0 $247K 0.11% -215.0 -45.8% $973.76 -3.5%
91 UBER UBER TECHNOLOGIES INC Technology 3,400.0 $242K 0.11% -285.0 -7.7% $71.20 +5.7%
92 VEEV VEEVA SYS INC Healthcare 1,162.0 $242K 0.11% NEW $207.91 +34.3%
93 NVDA NVIDIA CORPORATION Technology 1,182.0 $225K 0.10% -9.0 -0.8% $190.01 +14.4%
94 RSG PUT REPUBLIC SVCS INC Industrials 1,000.0 $219K 0.10% $218.91 +2.0%
95 LOW PUT LOWES COS INC Consumer Cyclical 1,000.0 $216K 0.10% NEW $215.68 -7.2%
96 UWM PROSHARES TR 3,469.0 $214K 0.10% -448.0 -11.4% $61.81 +0.6%
97 RMD PUT RESMED INC Healthcare 1,000.0 $214K 0.10% NEW $214.29 +8.0%
98 SMB VANECK ETF TRUST 11,591.0 $200K 0.09% NEW $17.25 -0.5%
99 NVDA PUT NVIDIA CORPORATION Technology 1,000.0 $190K 0.09% $190.01 +14.4%
100 ARI APOLLO COML REAL ESTATE FIN Real Estate 27,319.0 $180K 0.08% -5K -14.2% $6.60 +3.2%
Page 5 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%