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CIK: 0001802635
Total reported value
$220.1M
$220.1M
76 檔
26.9%
According to the latest 13F quarterly dataset, One Wealth Map LLC managed an equity portfolio of $220.1M at the end of Q1 2025, spanning 76 distinct U.S. exchange-listed positions.
In Q1 2025, One Wealth Map LLC displayed an active expansion posture, initiating 76 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 18.82% | -0.41% | +0.59% | |
| 2 | EDV | Vanguard Extended Dur Treas | ETF-Other | 6.97% | +0.62% | -0.45% | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-Other | 4.90% | +0.12% | -1.08% | |
| 4 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 4.36% | +0.07% | +0.63% | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 4.36% | +0.06% | +1.41% | |
| 6 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 3.69% | +0.22% | -0.06% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 3.39% | +0.14% | -3.10% | |
| 8 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 3.29% | +0.14% | -0.65% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-Other | 3.05% | +0.52% | +1.17% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-Other | 3.01% | — | +0.38% | |
| 11 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 3.00% | +0.18% | +0.82% | |
| 12 | XLB | Ss Materials Select Sector | ETF-Other | 2.65% | +0.01% | +0.41% | |
| 13 | XLE | Ss Energy Select Sector | ETF-Other | 2.54% | -0.02% | +0.60% | |
| 14 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.54% | -0.06% | +0.30% | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 2.22% | -0.17% | +0.99% | |
| 16 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 2.00% | +0.11% | +0.36% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.77% | +0.09% | +0.64% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.67% | -0.04% | +0.73% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.36% | +0.07% | -1.60% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.12% | +0.03% | -1.34% | |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.08% | +0.05% | -2.51% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.02% | +0.04% | -0.49% | |
| 23 | PID | Invesco International Divide | ETF-Other | 0.92% | +0.01% | -1.30% | |
| 24 | XLF | Ss Financial Select Sector | ETF-Other | 0.87% | +0.07% | -0.83% | |
| 25 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.86% | +0.02% | -1.06% | |
| 26 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.78% | +0.07% | -0.63% | |
| 27 | REZ | Ishars Res And Multi Reales | ETF-Other | 0.72% | +0.07% | -0.84% | |
| 28 | SRVR | Pacer Data & Infrastructure | ETF-Other | 0.69% | -0.09% | +0.11% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.69% | +0.03% | +1.71% | |
| 30 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.68% | +0.03% | -0.32% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | -0.25% | +0.27% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | -0.21% | -0.05% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.42% | +0.10% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.61% | -0.16% | +0.27% | |
| 35 | MORT | Vaneck Mortgage Reit Income | ETF-Other | 0.60% | -0.01% | +0.50% | |
| 36 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.58% | +0.08% | — | |
| 37 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.57% | +0.04% | +1.39% | |
| 38 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.56% | +0.04% | — | |
| 39 | IDRV | Ishares Self-driving Ev&tech | ETF-Tech | 0.55% | -0.12% | +0.03% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.54% | +0.03% | +0.19% | |
| 41 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 0.52% | -0.11% | -0.22% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.49% | -0.17% | — | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | +0.01% | -0.13% | |
| 44 | ELV | Elevance Health Inc | Stock-Healthcare | 0.46% | -0.01% | — | |
| 45 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.38% | +0.32% | — | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.34% | -0.04% | +0.22% | |
| 47 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.33% | — | — | |
| 48 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.33% | -0.32% | EXIT | |
| 49 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.31% | -0.54% | -8.40% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.29% | +0.01% | +0.11% |
According to official SEC Form 13F filings, One Wealth Map LLC reported a total U.S. public equity portfolio value of $220.1M across 76 disclosed positions in Q1 2025.
During Q1 2025, One Wealth Map LLC's top holdings by market value included CWB (18.8%)、EDV (7.0%)、TIP (4.9%). The largest single position, CWB, represented 18.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CWB, EDV, TIP) accounted for 26.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
CWB
市值: $28.3M
In Q1 2025, One Wealth Map LLC made 76 total portfolio adjustments, initiating 76 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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