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Portfolio (Quarterly) Guide ↗

ONE PLUS ONE WEALTH MANAGEMENT, LLC

· CIK 0001860132
13F Portfolio $232M AUM 92 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 22 Added 33 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SHY ISHARES TR 15,043.0 $1.2M 0.53% NEW $82.11 -0.5%
2 INTC INTEL CORP Technology 8,631.0 $1.2M 0.52% NEW $139.63 -31.4%
3 AAPL PUT APPLE INC Technology 4,100.0 $1.2M 0.51% NEW $289.36 +10.6%
4 INTC PUT INTEL CORP Technology 8,400.0 $1.2M 0.51% NEW $139.63 -31.4%
5 RISR TIDAL TRUST I 27,930.0 $1.0M 0.44% NEW $36.20 +1.1%
6 TSLA TESLA INC Consumer Cyclical 2,400.0 $1.0M 0.43% NEW $420.60 -15.8%
7 RJF PUT RAYMOND JAMES FINL INC Financial Services 6,000.0 $912K 0.39% NEW $152.03 +17.3%
8 SGDM SPROTT ETF TRUST 5,769.0 $363K 0.16% NEW $62.87 +31.9%
9 CSCO CISCO SYS INC Technology 2,706.0 $318K 0.14% NEW $117.46 -7.0%
10 ATI ATI INC Industrials 1,100.0 $217K 0.09% NEW $197.10 +6.9%
11 ABBV ABBVIE INC Healthcare 831.0 $209K 0.09% NEW $251.64 +1.9%

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
Healthcare 25.5%
Technology 23.2%
Financial Services 17.7%
Industrials 8.7%
Consumer Cyclical 8.6%
Energy 6.6%
Consumer Defensive 3.3%
Basic Materials 2.6%
Communication Services 2.4%
Utilities 1.4%