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CIK: 0001802635
Total reported value
$220.1M
$220.1M
94 檔
33.1%
During the Q1 2026 filing period, One Wealth Map LLC (CIK: 0001802635) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $220.1M across 94 reported positions.
One Wealth Map LLC executed strategic sector rebalancing during Q1 2026, establishing 20 new positions while fully exiting 3 holdings and trimming 42 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 17.78% | -0.41% | -6.09% | |
| 2 | EDV | Vanguard Extended Dur Treas | ETF-Other | 5.43% | +0.62% | +17.47% | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.79% | +0.12% | +3.59% | |
| 4 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 3.65% | +0.07% | +2.14% | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.56% | +0.06% | -2.79% | |
| 6 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 3.33% | +0.18% | -2.36% | |
| 7 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 3.27% | +0.14% | -2.11% | |
| 8 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 3.25% | +0.22% | -2.52% | |
| 9 | XLI | Ss Industrial Select Sector | ETF-Other | 3.08% | — | -4.39% | |
| 10 | XLE | Ss Energy Select Sector | ETF-Other | 3.02% | -0.02% | -7.10% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-Other | 2.76% | +0.52% | -3.64% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 2.73% | -0.17% | -1.27% | |
| 13 | XLB | Ss Materials Select Sector | ETF-Other | 2.69% | +0.01% | -2.49% | |
| 14 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.69% | +0.14% | -0.43% | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.30% | -0.06% | -2.73% | |
| 16 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.21% | -0.07% | — | |
| 17 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 2.02% | +0.11% | -4.50% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.77% | +0.09% | -4.00% | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.67% | -0.04% | -1.33% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.13% | -0.42% | +135.61% | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.02% | +0.07% | +2.38% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | -0.21% | -19.51% | |
| 23 | PID | Invesco International Divide | ETF-Other | 0.93% | +0.01% | -1.27% | |
| 24 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.91% | +0.02% | +0.37% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | -0.25% | +13.64% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | -0.16% | +39.60% | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.86% | +0.03% | +5.49% | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.85% | +0.05% | +0.80% | |
| 29 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.79% | -0.54% | -41.90% | |
| 30 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 0.78% | -0.11% | -5.31% | |
| 31 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.77% | +0.07% | -3.73% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.76% | +0.04% | +6.48% | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 0.75% | +0.07% | -0.91% | |
| 34 | SRVR | Pacer Data & Infrastructure | ETF-Other | 0.68% | -0.09% | -0.89% | |
| 35 | IDRV | Ishares Self-driving Ev&tech | ETF-Tech | 0.65% | -0.12% | -1.83% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.65% | +0.03% | -3.24% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.65% | -0.17% | -1.45% | |
| 38 | REZ | Ishars Res And Multi Reales | ETF-Other | 0.65% | +0.07% | -0.56% | |
| 39 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.62% | +0.03% | +1.14% | |
| 40 | MORT | Vaneck Mortgage Reit Income | ETF-Other | 0.61% | -0.01% | +24.12% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | +0.01% | +79.32% | |
| 42 | AMAT | Applied Materials Inc | Stock-Tech | 0.55% | -0.21% | -2.58% | |
| 43 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.51% | +0.04% | +22.60% | |
| 44 | FICO | Fair Isaac CORP | Stock-Tech | 0.49% | -0.49% | EXIT | |
| 45 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.48% | +0.04% | -5.82% | |
| 46 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.39% | +0.32% | — | |
| 47 | MCK | Mckesson CORP | Stock-Healthcare | 0.38% | +0.02% | — | |
| 48 | ECL | Ecolab Inc | Stock-Materials | 0.37% | -0.25% | +231.54% | |
| 49 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.37% | +0.08% | +2184.08% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | -0.02% | +0.66% |
According to official SEC Form 13F filings, One Wealth Map LLC reported a total U.S. public equity portfolio value of $220.1M across 94 disclosed positions in Q1 2026.
During Q1 2026, One Wealth Map LLC's top holdings by market value included CWB (17.8%)、EDV (5.4%)、TIP (3.8%). The largest single position, CWB, represented 17.8% 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 33.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
FLOT
市值: $4.7M
Top Position Liquidated / Trimmed
DHC
前期市值: $396.9K
In Q1 2026, One Wealth Map LLC made 90 total portfolio adjustments, initiating 20 new buys, adding to 25 positions, trimming 42 holdings, and fully liquidating 3 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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