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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 6 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JPM JPMORGAN CHASE & CO Financial Services 517.0 $178K 0.08% NEW $344.40 +3.1%
102 ABR ARBOR REALTY TRUST INC Real Estate 20,229.0 $103K 0.05% $5.08 -2.6%
103 PANW PALO ALTO NETWORKS INC Technology 120.0 $38K 0.02% -302.0 -71.6% $314.15 +15.3%
104 CBOE CBOE GLOBAL MKTS INC Financial Services 102.0 $31K 0.01% NEW $306.80 +0.3%
105 RC READY CAPITAL CORP Real Estate 16,148.0 $23K 0.01% $1.44 +17.4%
106 RMD RESMED INC Healthcare 5.0 $1K NEW $214.20 +8.0%
Page 6 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%