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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 3 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEV ISHARES TR 7,538.0 $549K 0.15% NEW $72.85 +3.3%
42 EMXC ISHARES INC 5,322.0 $544K 0.15% NEW $102.30 -4.0%
43 MBB ISHARES TR 5,629.0 $532K 0.14% NEW $94.52 -1.4%
44 CAT CATERPILLAR INC Industrials 498.0 $530K 0.14% NEW $1064.59 -24.7%
45 USMV ISHARES TR 5,380.0 $519K 0.14% NEW $96.46 +5.5%
46 ITOT ISHARES TR 3,151.0 $518K 0.14% NEW $164.27 +2.6%
47 BERKSHIRE HATHAWAY INC DEL 941.0 $471K 0.13% NEW $500.39
48 MSFT MICROSOFT CORP Technology 1,232.0 $460K 0.12% NEW $373.00 +38.5%
49 SCHF SCHWAB STRATEGIC TR 16,292.0 $451K 0.12% NEW $27.70 +2.1%
50 SCHZ SCHWAB STRATEGIC TR 19,405.0 $449K 0.12% NEW $23.13 -1.5%
51 VLUE ISHARES TR 2,093.0 $418K 0.11% NEW $199.81 +0.4%
52 SCHX SCHWAB STRATEGIC TR 12,924.0 $380K 0.10% NEW $29.43 +3.1%
53 VXUS VANGUARD STAR FDS 4,227.0 $361K 0.10% NEW $85.49 +2.3%
54 QQQ INVESCO QQQ TR Financial Services 476.0 $351K 0.10% NEW $736.99 -2.8%
55 JEPQ J P MORGAN EXCHANGE TRADED F 5,562.0 $342K 0.09% NEW $61.46 -2.1%
56 XCEM COLUMBIA ETF TR II 6,263.0 $331K 0.09% NEW $52.88 -3.4%
57 GOOGL ALPHABET INC Communication Services 857.0 $306K 0.08% NEW $357.37 -3.3%
58 QCOM QUALCOMM INC Technology 1,600.0 $296K 0.08% NEW $184.79 -11.9%
59 ILCV ISHARES TR 2,900.0 $294K 0.08% NEW $101.24 +7.3%
60 WMT WALMART INC Consumer Defensive 2,538.0 $287K 0.08% NEW $113.28 -9.2%
Page 3 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%