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Portfolio (Quarterly) Guide ↗

ONE Advisory Partners, LLC

· CIK 0001819695
13F Portfolio $367M AUM 68 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 68 New
Page 1 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 82,038.0 $61.4M 16.72% NEW $748.89 +3.2%
2 IUSB ISHARES TR 787,646.0 $36.3M 9.89% NEW $46.15 -1.4%
3 LOAR LOAR HOLDINGS INC Industrials 293,319.0 $23.6M 6.44% NEW $80.61 -10.6%
4 BLACKROCK ETF TRUST 628,639.0 $23.0M 6.26% NEW $36.60
5 IVW ISHARES TR 161,154.0 $22.2M 6.03% NEW $137.53 +1.9%
6 DYNF BLACKROCK ETF TRUST 295,928.0 $20.1M 5.48% NEW $68.01 +2.3%
7 IVE ISHARES TR 76,462.0 $17.4M 4.73% NEW $227.06 +4.4%
8 NVDA NVIDIA CORPORATION Technology 57,278.0 $11.5M 3.12% NEW $200.09 +9.3%
9 BAI BLACKROCK ETF TRUST 209,669.0 $11.1M 3.01% NEW $52.72 -16.2%
10 GOVT ISHARES TR 406,771.0 $9.3M 2.52% NEW $22.78 -1.4%
11 VMBS VANGUARD SCOTTSDALE FDS 190,328.0 $8.9M 2.42% NEW $46.81 -1.4%
12 MTUM ISHARES TR 24,987.0 $8.6M 2.33% NEW $342.83 -12.6%
13 BLCR BLACKROCK ETF TRUST 145,150.0 $7.3M 1.99% NEW $50.37 -1.9%
14 VTEB VANGUARD MUN BD FDS 142,218.0 $7.2M 1.96% NEW $50.58 -2.3%
15 IALT BLACKROCK ETF TRUST 249,866.0 $7.0M 1.91% NEW $28.05 +3.2%
16 SHLD GLOBAL X FDS 111,594.0 $6.7M 1.81% NEW $59.71 +10.7%
17 SPEM SPDR INDEX SHS FDS 126,193.0 $6.5M 1.78% NEW $51.78 +1.7%
18 THRO BLACKROCK ETF TRUST 148,892.0 $6.4M 1.75% NEW $43.11 +1.8%
19 EFG ISHARES TR 49,230.0 $6.1M 1.67% NEW $124.42 +0.4%
20 BNDX VANGUARD CHARLOTTE FDS 123,691.0 $6.0M 1.63% NEW $48.43 -1.7%
Page 1 of 4  ·  68 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
Industrials 52.8%
Technology 34.9%
Financial Services 10.6%
Communication Services 0.7%
Consumer Defensive 0.6%
Consumer Cyclical 0.4%