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CIK: 0001802635
Total reported value
$220.1M
$220.1M
82 檔
33.0%
As reported in its official Q3 2025 Form 13F filing, One Wealth Map LLC's tracked investment portfolio stood at $220.1M with 82 total positions.
In Q3 2025, One Wealth Map LLC displayed an active expansion posture, initiating 10 new positions and adding to 50 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 | 19.66% | -0.41% | -2.59% | |
| 2 | EDV | Vanguard Extended Dur Treas | ETF-Other | 6.85% | +0.62% | +3.07% | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-Other | 4.06% | +0.12% | -4.98% | |
| 4 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 4.03% | +0.07% | -1.54% | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.98% | +0.06% | -1.62% | |
| 6 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 3.33% | +0.14% | -1.36% | |
| 7 | XLI | Ss Industrial Select Sector | ETF-Other | 3.13% | — | -3.16% | |
| 8 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 3.12% | +0.22% | +2.87% | |
| 9 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 3.05% | +0.18% | +1.02% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 3.04% | +0.52% | -0.19% | |
| 11 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.99% | +0.14% | -4.19% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 2.76% | -0.17% | -6.97% | |
| 13 | XLE | Ss Energy Select Sector | ETF-Other | 2.61% | -0.02% | +1.40% | |
| 14 | XLB | Ss Materials Select Sector | ETF-Other | 2.47% | +0.01% | -1.63% | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.45% | -0.06% | -2.76% | |
| 16 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 2.07% | +0.11% | -2.99% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.92% | +0.09% | -4.19% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.85% | -0.04% | -3.34% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.12% | +0.07% | -3.87% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.00% | -0.21% | -8.75% | |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.92% | +0.05% | -1.78% | |
| 22 | PID | Invesco International Divide | ETF-Other | 0.92% | +0.01% | +0.39% | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.89% | +0.03% | -12.59% | |
| 24 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.85% | +0.02% | +1.32% | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 0.83% | +0.07% | -1.38% | |
| 26 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.82% | +0.07% | -3.53% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | -0.25% | +1.83% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | -0.16% | +1.02% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.80% | +0.04% | -6.54% | |
| 30 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 0.69% | -0.11% | -8.26% | |
| 31 | REZ | Ishars Res And Multi Reales | ETF-Other | 0.63% | +0.07% | -1.03% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.63% | -0.17% | -16.74% | |
| 33 | IDRV | Ishares Self-driving Ev&tech | ETF-Tech | 0.62% | -0.12% | -7.96% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.61% | +0.03% | -1.95% | |
| 35 | SRVR | Pacer Data & Infrastructure | ETF-Other | 0.61% | -0.09% | -1.64% | |
| 36 | MORT | Vaneck Mortgage Reit Income | ETF-Other | 0.61% | -0.01% | +0.03% | |
| 37 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.60% | +0.32% | -0.50% | |
| 38 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.60% | +0.04% | +1.79% | |
| 39 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.59% | +0.03% | -2.23% | |
| 40 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.57% | +0.04% | -2.41% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.42% | +4.02% | |
| 42 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.53% | +0.08% | +2.56% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.39% | +0.03% | +1.31% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | -0.02% | — | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.38% | -0.21% | +0.82% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.38% | -0.04% | +2.76% | |
| 47 | RGTI | Rigetti Computing Inc | Stock-Tech | 0.38% | — | -9.34% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.38% | +0.01% | +2.27% | |
| 49 | AAPL | Apple Inc | Stock-Tech | 0.37% | +0.09% | -18.10% | |
| 50 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.33% | +0.03% | +55.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CWB | Ss Spdr Bb Conv Sec ETF | +0.8% | -2.59% | Add |
| 2 | XLK | Ss Technology Select Sector | +0.5% | -6.97% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -8.75% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.2% | — | Add |
| 5 | IQV | Iqvia Holdings Inc | +0.2% | -0.50% | Add |
| 6 | MSFT | Microsoft CORP | +0.2% | +1.02% | Add |
| 7 | XLY | Ss Consumer Disc Select Sect | +0.2% | -3.34% | Add |
| 8 | ARTY | Ishares Future Ai & Tech ETF | +0.2% | -8.26% | Trim |
| 9 | AMZN | Amazon.com Inc | +0.2% | +1.83% | Add |
| 10 | IWB | Ishares Russell 1000 ETF | +0.2% | -4.19% | Add |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -16.74% | Trim |
| 12 | XLI | Ss Industrial Select Sector | +0.1% | -3.16% | Add |
| 13 | AMAT | Applied Materials Inc | +0.1% | +0.82% | Add |
| 14 | AAPL | Apple Inc | +0.1% | -18.10% | Add |
| 15 | XLE | Ss Energy Select Sector | +0.1% | +1.40% | Add |
| 16 | PRF | Invesco Rafi US 1000 ETF | +0.1% | -2.99% | Add |
| 17 | IDRV | Ishares Self-driving Ev&tech | +0.1% | -7.96% | Trim |
| 18 | CHKP | Check Point Software Technologies Ltd. | +0.1% | +55.57% | Add |
| 19 | DHC | Diversified Healthcare Trust | +0.1% | — | Unchanged |
| 20 | DES | Wisdomtree US Smallcap Divid | +0.1% | +1.02% | Add |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +9.91% | Add |
| 22 | DLN | Wisdomtree US Largecap Divid | 0% | -1.36% | Add |
| 23 | PKW | Invesco Buyback Achievers Et | 0% | -3.53% | Add |
| 24 | SCHW | Schwab (charles) CORP | 0% | +1.79% | Add |
| 25 | DIS | Walt Disney Co/the | 0% | +2.76% | Add |
| 26 | MORT | Vaneck Mortgage Reit Income | 0% | +0.03% | Add |
| 27 | CRM | Salesforce Inc | 0% | +27.26% | Add |
| 28 | QCOM | Qualcomm Inc | 0% | +1.79% | Add |
| 29 | VEEV | Veeva Systems Inc-class A | 0% | -1.69% | Trim |
| 30 | PID | Invesco International Divide | — | +0.39% | Add |
| 31 | ITB | Ishares U.s. Home Constructi | — | -2.41% | Add |
| 32 | NLY | Annaly Capital Management In | — | -1.29% | Add |
| 33 | ✓ | Office Properties Income Tru | — | — | Unchanged |
| 34 | XLV | Ss Health Care Select Sector | 0% | -0.19% | Add |
| 35 | SDY | Ss Spdr S&p Dividend ETF | 0% | +1.32% | Add |
| 36 | COR | Cencora Inc | 0% | -3.71% | Trim |
| 37 | ADSK | Autodesk Inc | 0% | +3.63% | Add |
| 38 | ARI | Apollo Commercial Real Estat | 0% | — | Unchanged |
| 39 | CVX | Chevron CORP | 0% | +0.38% | Add |
| 40 | WPC | Wp Carey Inc | 0% | — | Unchanged |
| 41 | RC | Ready Capital CORP | 0% | — | Unchanged |
| 42 | APD | Air Products & Chemicals Inc | 0% | +2.49% | Add |
| 43 | ECL | Ecolab Inc | 0% | -6.30% | Trim |
| 44 | XLF | Ss Financial Select Sector | 0% | -1.38% | Add |
| 45 | ABNB | Airbnb Inc-class A | 0% | +1.29% | Trim |
| 46 | BKNG | Booking Holdings Inc | -0.1% | +2.56% | Add |
| 47 | ABR | Arbor Realty Trust Inc | -0.1% | — | Unchanged |
| 48 | ADBE | Adobe Inc | -0.1% | +1.90% | Add |
| 49 | SBUX | Starbucks CORP | -0.1% | +0.23% | Trim |
| 50 | COST | Costco Wholesale CORP | -0.1% | +0.47% | Add |
According to official SEC Form 13F filings, One Wealth Map LLC reported a total U.S. public equity portfolio value of $220.1M across 82 disclosed positions in Q3 2025.
During Q3 2025, One Wealth Map LLC's top holdings by market value included CWB (19.7%)、EDV (6.8%)、TIP (4.1%). The largest single position, CWB, represented 19.7% 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 33.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
RGTI
市值: $710.8K
Top Position Liquidated / Trimmed
VGLT
前期市值: $465.8K
In Q3 2025, One Wealth Map LLC made 80 total portfolio adjustments, initiating 10 new buys, adding to 50 positions, trimming 16 holdings, and fully liquidating 4 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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