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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
Page 2 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 URNJ SPROTT FDS TR 159,673.0 $3.7M 1.60% +5K +3.1% $23.23 +11.8%
22 QVAL EA SERIES TRUST 64,813.0 $3.6M 1.55% -3K -4.2% $55.45 +11.8%
23 COWZ PACER FDS TR 53,925.0 $3.4M 1.45% +935.0 +1.8% $62.20 +14.6%
24 IDUB ETF SER SOLUTIONS 119,586.0 $3.3M 1.42% -6K -4.8% $27.48 +3.9%
25 XOP SPDR SERIES TRUST 18,439.0 $2.8M 1.23% $154.26 +23.6%
26 GDXJ VANECK ETF TRUST 28,603.0 $2.8M 1.21% +2K +7.3% $98.25 +31.3%
27 VXX BARCLAYS BANK PLC Financial Services 120,017.0 $2.7M 1.14% +43K +55.4% $22.09 -19.8%
28 JUCY ETF SER SOLUTIONS 115,559.0 $2.5M 1.10% -635.0 -0.6% $21.98 -0.3%
29 GDX VANECK ETF TRUST 33,624.0 $2.5M 1.09% -4K -9.7% $75.45 +31.6%
30 ADME ETF SER SOLUTIONS 42,664.0 $2.4M 1.02% +343.0 +0.8% $55.65 +1.6%
31 ETF SER SOLUTIONS 86,580.0 $2.3M 1.00% $26.75
32 JPM JPMORGAN CHASE & CO Financial Services 5,623.0 $1.8M 0.79% -79.0 -1.4% $327.33 +9.6%
33 PSCE INVESCO EXCH TRADED FD TR II 32,410.0 $1.8M 0.77% $54.96 +15.2%
34 OSCV ETF SER SOLUTIONS 42,171.0 $1.8M 0.77% -2K -3.5% $42.19 -0.9%
35 BRES EA SERIES TRUST 57,737.0 $1.6M 0.67% $26.91 +0.9%
36 GNR SPDR INDEX SHS FDS 22,470.0 $1.5M 0.65% -3K -12.2% $67.31 +17.1%
37 IBDT ISHARES TR 58,657.0 $1.5M 0.64% -364.0 -0.6% $25.25 -0.6%
38 IBDS ISHARES TR 56,813.0 $1.4M 0.59% -660.0 -1.1% $24.22 -0.4%
39 JNJ JOHNSON & JOHNSON Healthcare 5,364.0 $1.4M 0.59% $253.97 +8.4%
40 AMZN AMAZON COM INC Consumer Cyclical 5,622.0 $1.3M 0.58% -82.0 -1.4% $238.34 +8.5%
Page 2 of 5  ·  92 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
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%