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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 2 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TLH ISHARES TR 56,547.0 $5.7M 1.54% NEW $100.35 -3.0%
22 OEF ISHARES TR 13,482.0 $4.9M 1.34% NEW $365.87 +4.2%
23 LMUB ISHARES TR 92,813.0 $4.8M 1.29% NEW $51.22 -3.6%
24 MUB ISHARES TR 39,425.0 $4.2M 1.16% NEW $107.62 -2.2%
25 BINC BLACKROCK ETF TRUST II 72,213.0 $3.8M 1.03% NEW $52.34 -0.7%
26 IAU ISHARES GOLD TR Financial Services 42,311.0 $3.2M 0.87% NEW $75.51 +11.5%
27 AMAT APPLIED MATLS INC Technology 4,033.0 $2.9M 0.79% NEW $723.00 -35.8%
28 IVLU ISHARES TR 69,301.0 $2.9M 0.79% NEW $41.82 +5.6%
29 IYW ISHARES TR 11,300.0 $2.9M 0.78% NEW $252.23 -0.1%
30 QUAL ISHARES TR 12,819.0 $2.8M 0.77% NEW $219.43 +2.0%
31 ESGU ISHARES TR 16,475.0 $2.7M 0.73% NEW $163.67 +3.2%
32 IEMG ISHARES INC 25,099.0 $2.1M 0.57% NEW $82.84 -1.2%
33 EFV ISHARES TR 21,601.0 $1.7M 0.45% NEW $76.55 +6.8%
34 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,813.0 $1.4M 0.37% NEW $746.77 +3.1%
35 IWB ISHARES TR 2,521.0 $1.0M 0.28% NEW $409.50 +2.9%
36 AAPL APPLE INC Technology 3,494.0 $1.0M 0.28% NEW $289.36 +10.9%
37 SYSB ISHARES TR 9,100.0 $807K 0.22% NEW $88.71 -1.5%
38 ITM VANECK ETF TRUST 13,509.0 $635K 0.17% NEW $46.99 -2.5%
39 ACWI ISHARES TR 3,763.0 $591K 0.16% NEW $156.97 +2.7%
40 BND VANGUARD BD INDEX FDS 7,947.0 $583K 0.16% NEW $73.41 -1.5%
Page 2 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%