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CIK: 0001802635
Total reported value
$220.1M
$220.1M
77 檔
32.0%
At the close of Q4 2025, One Wealth Map LLC disclosed equity holdings valued at approximately $220.1M, spread across 77 reported holdings.
In Q4 2025, One Wealth Map LLC displayed an active expansion posture, initiating 5 new positions and adding to 44 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including CWB, EDV, VCLT) accounted for 32.0% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 18.88% | -0.41% | -1.05% | |
| 2 | EDV | Vanguard Extended Dur Treas | ETF-Other | 5.08% | +0.62% | -17.88% | |
| 3 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 4.03% | +0.06% | +7.17% | |
| 4 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 3.93% | +0.07% | +3.87% | |
| 5 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.92% | +0.12% | +1.50% | |
| 6 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 3.62% | +0.22% | +9.42% | |
| 7 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 3.52% | +0.14% | +4.75% | |
| 8 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 3.47% | +0.18% | +8.33% | |
| 9 | XLI | Ss Industrial Select Sector | ETF-Other | 3.38% | — | +3.67% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 3.32% | +0.52% | +7.93% | |
| 11 | XLE | Ss Energy Select Sector | ETF-Other | 2.99% | -0.02% | +116.05% | |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.96% | +0.14% | +3.82% | |
| 13 | XLB | Ss Materials Select Sector | ETF-Other | 2.89% | +0.01% | +113.04% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 2.69% | -0.17% | +107.21% | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.34% | -0.06% | +109.86% | |
| 16 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 2.18% | +0.11% | +2.50% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.93% | +0.09% | +2.78% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.89% | -0.04% | +108.26% | |
| 19 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.49% | -0.54% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.13% | -0.21% | -0.19% | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.09% | +0.07% | +1.24% | |
| 22 | PID | Invesco International Divide | ETF-Other | 1.02% | +0.01% | +10.04% | |
| 23 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.99% | +0.02% | +11.23% | |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.91% | +0.05% | +2.63% | |
| 25 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.87% | +0.03% | +2.39% | |
| 26 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.86% | +0.07% | +4.49% | |
| 27 | XLF | Ss Financial Select Sector | ETF-Other | 0.85% | +0.07% | +5.48% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.78% | +0.04% | +1.96% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | -0.25% | +0.95% | |
| 30 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 0.74% | -0.11% | +6.38% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | -0.16% | +8.01% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.68% | +0.03% | +16.53% | |
| 33 | REZ | Ishars Res And Multi Reales | ETF-Other | 0.65% | +0.07% | +8.01% | |
| 34 | SRVR | Pacer Data & Infrastructure | ETF-Other | 0.64% | -0.09% | +9.13% | |
| 35 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.63% | +0.04% | — | |
| 36 | IDRV | Ishares Self-driving Ev&tech | ETF-Tech | 0.63% | -0.12% | +8.78% | |
| 37 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.63% | +0.32% | — | |
| 38 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.62% | +0.03% | +9.07% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.61% | -0.17% | -12.73% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.42% | — | |
| 41 | MORT | Vaneck Mortgage Reit Income | ETF-Other | 0.54% | -0.01% | -10.33% | |
| 42 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.52% | +0.08% | +0.50% | |
| 43 | AMAT | Applied Materials Inc | Stock-Tech | 0.51% | -0.21% | — | |
| 44 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.49% | +0.04% | -13.82% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | — | +33.94% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | -0.02% | +0.38% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.37% | +0.03% | — | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | +0.01% | +0.05% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.34% | -0.04% | +0.88% | |
| 50 | ELV | Elevance Health Inc | Stock-Healthcare | 0.33% | -0.01% | — |
According to official SEC Form 13F filings, One Wealth Map LLC reported a total U.S. public equity portfolio value of $220.1M across 77 disclosed positions in Q4 2025.
During Q4 2025, One Wealth Map LLC's top holdings by market value included CWB (18.9%)、EDV (5.1%)、VCLT (4.0%). The largest single position, CWB, represented 18.9% of total portfolio value.
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Top New Position Initiated
VGLT
市值: $2.9M
Top Position Liquidated / Trimmed
CRM
前期市值: $574.3K
In Q4 2025, One Wealth Map LLC made 75 total portfolio adjustments, initiating 5 new buys, adding to 44 positions, trimming 16 holdings, and fully liquidating 10 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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