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CIK: 0001725297
Total reported value
$905.7M
$905.7M
281 檔
18.3%
In Q1 2025, One Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $905.7M, distributed across 281 disclosed stock positions.
In Q1 2025, One Wealth Advisors, LLC displayed an active expansion posture, initiating 22 new positions and adding to 13 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 281 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.75% | +2.48% | -7.97% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.87% | +0.11% | -4.61% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.07% | -0.02% | +1.40% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.74% | -1.15% | +10.46% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.29% | +0.27% | -0.10% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.29% | +1.06% | -3.18% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.00% | +0.14% | -6.82% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.98% | +0.10% | -2.13% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.86% | -0.12% | +3.30% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 2.27% | -0.29% | -17.37% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.21% | -1.10% | -16.29% | |
| 12 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.18% | +0.13% | +20.32% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.11% | -0.74% | +39.87% | |
| 14 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.97% | +0.04% | -7.31% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.89% | -0.01% | -4.73% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.74% | +0.20% | -0.69% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.61% | — | -53.46% | |
| 18 | MBB | Ishares Mbs ETF | ETF-Other | 1.42% | -0.09% | -11.98% | |
| 19 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 1.37% | +0.01% | -6.38% | |
| 20 | IVLU | Ishares Msci International V | ETF-Other | 1.36% | -0.12% | -2.91% | |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.20% | +0.04% | -26.40% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.09% | +0.07% | +107.34% | |
| 23 | IEV | Ishares Europe ETF | ETF-Other | 1.06% | -0.06% | -0.22% | |
| 24 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 1.06% | -0.94% | — | |
| 25 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.02% | -0.59% | +2.55% | |
| 26 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 1.00% | +0.03% | -14.49% | |
| 27 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.92% | -0.17% | -6.68% | |
| 28 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.85% | +0.04% | +12.21% | |
| 29 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.84% | +0.05% | -0.01% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | -0.05% | +11.04% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | -0.06% | -6.94% | |
| 32 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.73% | -0.05% | +93.78% | |
| 33 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.71% | -0.01% | — | |
| 34 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.70% | -0.38% | +3.81% | |
| 35 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.69% | -0.02% | -4.57% | |
| 36 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.67% | +0.02% | -7.21% | |
| 37 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.62% | +0.02% | -7.89% | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.61% | -0.05% | -2.20% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.01% | -10.02% | |
| 40 | HIMU | Ishares High Yild Muni A ETF | ETF-Other | 0.52% | — | — | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.52% | -0.05% | +13.95% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | -0.04% | -2.08% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.19% | +7.73% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.44% | +0.01% | +1.66% | |
| 45 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.44% | -0.01% | +886.07% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | +0.01% | +0.52% | |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.42% | -0.02% | +4.37% | |
| 48 | WDFC | Wd-40 Co | Stock-Materials | 0.42% | -0.01% | -7.26% | |
| 49 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.39% | — | -32.51% | |
| 50 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.39% | — | +0.25% |
According to official SEC Form 13F filings, One Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $905.7M across 281 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, AAPL, VTEB) accounted for 18.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTEB
市值: $27.3M
Top Position Liquidated / Trimmed
UPST
前期市值: $8.2M
During Q1 2025, One Wealth Advisors, LLC's top holdings by market value included SPYM (7.8%)、AAPL (5.9%)、VTEB (4.1%). The largest single position, SPYM, represented 7.8% of total portfolio value.
In Q1 2025, One Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 22 new buys, adding to 13 positions, trimming 10 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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