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Portfolio (Quarterly) Guide ↗

One Degree Advisors Inc

· CIK 0002005743
13F Portfolio $448M AUM 82 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 82 New
Page 3 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEF ISHARES TR 14,938.0 $1.4M 0.31% NEW $93.99 -0.5%
42 GOOGL ALPHABET INC Communication Services 3,586.0 $1.3M 0.29% NEW $361.13 -3.9%
43 LRCX LAM RESEARCH CORP Technology 3,287.0 $1.3M 0.29% NEW $391.24 -19.6%
44 VEU VANGUARD INTL EQUITY INDEX F 13,796.0 $1.1M 0.26% NEW $82.71 +4.1%
45 VTIP VANGUARD MALVERN FDS 22,865.0 $1.1M 0.25% NEW $49.51 +0.7%
46 SRE SEMPRA Utilities 12,306.0 $1.1M 0.25% NEW $91.34 -8.0%
47 PCAR PACCAR INC Industrials 7,997.0 $969K 0.22% NEW $121.17 +6.6%
48 MSFT MICROSOFT CORP Technology 2,398.0 $921K 0.21% NEW $384.07 +28.0%
49 TSLA TESLA INC Consumer Cyclical 1,825.0 $776K 0.17% NEW $425.21 -17.6%
50 BERKSHIRE HATHAWAY INC DEL 1.0 $751K 0.17% NEW $751000.00
51 UNH UNITEDHEALTH GROUP INC Healthcare 1,715.0 $731K 0.16% NEW $426.24 -7.0%
52 NVDA NVIDIA CORPORATION Technology 3,429.0 $677K 0.15% NEW $197.43 +7.9%
53 CAH CARDINAL HEALTH INC Healthcare 2,788.0 $662K 0.15% NEW $237.45 +0.2%
54 AMZN AMAZON COM INC Consumer Cyclical 2,479.0 $599K 0.13% NEW $241.63 +8.0%
55 MCK MCKESSON CORP Healthcare 691.0 $530K 0.12% NEW $767.00 +18.0%
56 SLYV SPDR SERIES TRUST 4,708.0 $512K 0.11% NEW $108.75 +1.1%
57 FRDM EA SERIES TRUST 6,998.0 $488K 0.11% NEW $69.73 -0.9%
58 VSMV VICTORY PORTFOLIOS II 8,169.0 $483K 0.11% NEW $59.13 +2.9%
59 QCOM QUALCOMM INC Technology 2,422.0 $440K 0.10% NEW $181.67 -11.6%
60 J P MORGAN EXCHANGE TRADED F 7,432.0 $374K 0.08% NEW $50.32
Page 3 of 5  ·  82 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
Technology 57.7%
Consumer Defensive 7.6%
Industrials 7.5%
Financial Services 6.6%
Healthcare 6.1%
Consumer Cyclical 4.6%
Communication Services 4.3%
Utilities 3.1%
Energy 1.6%
Real Estate 0.9%