Universe · entity

One Wealth Advisors, LLC

Institutional manager (13F) · CIK 1725297
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $629M
#IssuerValueShares
1SPDR SERIES TRUST$52M683,352
2APPLE INC$36M141,471
3ISHARES TR$28M130,581
4BLACKROCK ETF TRUST$27M462,709
5ISHARES TR$27M250,587
6ISHARES TR$26M226,392
7VANGUARD MUN BD FDS$25M492,252
8ISHARES TR$23M35,739
9SCHWAB STRATEGIC TR$20M851,946
10ISHARES TR$18M93,926
11ISHARES TR$17M366,019
12BONDBLOXX ETF TRUST$17M362,782
13ISHARES TR$16M48,950
14BLACKROCK ETF TRUST$14M446,594
15ISHARES TR$14M101,423
16ISHARES TR$14M191,970
17ISHARES TR$13M29,968
18ISHARES TR$13M545,685
19ISHARES TR$12M182,313
20BLACKROCK ETF TRUST$12M337,815
21ISHARES TR$12M243,858
22ISHARES TR$12M126,153
23ISHARES TR$12M291,435
24BLACKROCK ETF TRUST$11M332,160
25AMERICAN CENTY ETF TR$10M124,387
26INVESCO EXCH TRADED FD TR II$10M85,714
27BLACKROCK ETF TRUST$9M132,206
28BLACKROCK ETF TRUST$9M216,130
29ISHARES TR$8M157,788
30GLOBAL X FDS$8M108,097
31ISHARES TR$7M41,105
32ISHARES TR$7M318,544
33ISHARES TR$7M106,420
34BLACKROCK ETF TRUST II$7M138,700
35ISHARES TR$7M61,802
36ISHARES INC$7M93,931
37ISHARES TR$7M137,597
38ALPHABET INC$6M22,316
39MICROSOFT CORP$6M15,574
40META PLATFORMS INC$5M9,186
41AMAZON COM INC$5M21,821
42ISHARES TR$4M36,835
43ISHARES TR$4M38,670
44ALPHABET INC$4M14,580
45ISHARES TR$4M27,372
46TAIWAN SEMICONDUCTOR MANUFAC$4M11,871
47ISHARES TR$4M72,193
48ISHARES TR$3M78,816
49WORLD GOLD TR$3M36,505
50ISHARES TR$3M33,181
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.