One Wealth Advisors, LLC
CIK 1725297
13F filing for Q2 2026・No. 2,744
- Holdings
- US$905.74M
- Quarter change
- +US$102.69M
- Entries
- 326
- Net bought (estimate)
- +US$10.78M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 48
- Sold out 26
- Cut 120
- Added 123
- Corporate actions 2
- Unchanged 35
Largest holdings
326 stocks worth US$905.74M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR P500ETF | Added | 926,489 | US$81.42M | 8.99% |
| AAPLAppleCOM | Added | 143,505 | US$41.52M | 4.58% |
| ISHARES TRS&P 500 GRWT ETF | Added | 228,006 | US$31.36M | 3.46% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Cut | 459,902 | US$31.28M | 3.45% |
| ISHARES TRCORE UNIVRSL USD | Added | 621,674 | US$28.69M | 3.17% |
| IVVISHARES TRCORE S&P500 ETF | Added | 36,862 | US$27.61M | 3.05% |
| VANGUARD MUN BD FDSTAX EXEMPT BD | Added | 543,493 | US$27.49M | 3.04% |
| MUBISHARES TRNATIONAL MUN ETF | Added | 254,110 | US$27.35M | 3.02% |
| ISHARES TRS&P 500 VAL ETF | Cut | 107,337 | US$24.37M | 2.69% |
| SCHWAB STRATEGIC TRUS AGGREGATE B | Added | 917,188 | US$21.21M | 2.34% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.