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CIK: 0001725297
Total reported value
$905.7M
$905.7M
283 檔
16.6%
As reported in its official Q2 2025 Form 13F filing, One Wealth Advisors, LLC's tracked investment portfolio stood at $905.7M with 283 total positions.
One Wealth Advisors, LLC executed strategic sector rebalancing during Q2 2025, establishing 3 new positions while fully exiting 1 holdings and trimming 24 positions.
Showing top 200 holdings (of 283 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 | 5.49% | +2.48% | -31.17% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.81% | +0.11% | -4.84% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.87% | -1.15% | +3.73% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.43% | -0.02% | -8.52% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.25% | +0.27% | -10.72% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.18% | +0.14% | +2.96% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.18% | +0.10% | +2.53% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.12% | -1.10% | +40.75% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 2.81% | -0.29% | +34.43% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.46% | +1.06% | -19.92% | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.40% | -0.12% | -10.05% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.35% | -0.74% | +16.92% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.18% | +0.13% | -4.48% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.04% | +0.07% | +81.38% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.04% | -0.01% | -1.30% | |
| 16 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.00% | +0.04% | -1.87% | |
| 17 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 1.97% | -0.94% | +101.72% | |
| 18 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.87% | +0.20% | -6.15% | |
| 19 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.61% | — | -4.14% | |
| 20 | IVLU | Ishares Msci International V | ETF-Other | 1.42% | -0.12% | +3.26% | |
| 21 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 1.41% | +0.01% | -0.25% | |
| 22 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.39% | -0.40% | +389.65% | |
| 23 | MBB | Ishares Mbs ETF | ETF-Other | 1.38% | -0.09% | +3.54% | |
| 24 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.09% | -0.01% | +44.59% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | -0.05% | +3.92% | |
| 26 | IEV | Ishares Europe ETF | ETF-Other | 1.06% | -0.06% | -1.10% | |
| 27 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.04% | -0.59% | +8.33% | |
| 28 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.98% | -0.17% | +13.61% | |
| 29 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.98% | +0.03% | -7.37% | |
| 30 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.87% | -0.98% | EXIT | |
| 31 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.80% | +0.04% | +1.77% | |
| 32 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.80% | -0.02% | +1.58% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | -0.06% | -10.34% | |
| 34 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.72% | +0.05% | -20.30% | |
| 35 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.71% | -0.38% | +10.99% | |
| 36 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.69% | +0.02% | -1.71% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.01% | -0.31% | |
| 38 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.63% | +0.02% | +9.67% | |
| 39 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.57% | -0.05% | +0.74% | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.57% | +0.01% | +0.93% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | +0.19% | +11.55% | |
| 42 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.53% | -0.05% | -26.54% | |
| 43 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.46% | +0.16% | — | |
| 44 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.45% | -0.05% | -6.96% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | -0.04% | -19.93% | |
| 46 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.40% | -0.02% | +1.48% | |
| 47 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.39% | — | -2.53% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.38% | +0.01% | +14.61% | |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.38% | +0.04% | -70.33% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | +0.06% | +1.74% |
According to official SEC Form 13F filings, One Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $905.7M across 283 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, AAPL, QUAL) accounted for 16.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
IAGG
市值: $6.3M
Top Position Liquidated / Trimmed
APP
前期市值: $645.7K
During Q2 2025, One Wealth Advisors, LLC's top holdings by market value included SPYM (5.5%)、AAPL (4.8%)、QUAL (3.9%). The largest single position, SPYM, represented 5.5% of total portfolio value.
In Q2 2025, One Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 22 positions, trimming 24 holdings, and fully liquidating 1 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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