Universe · entity
One Wealth Advisors, LLC
Institutional manager (13F) · CIK 1725297
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $629M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR SERIES TRUST | $52M | 683,352 |
| 2 | APPLE INC | $36M | 141,471 |
| 3 | ISHARES TR | $28M | 130,581 |
| 4 | BLACKROCK ETF TRUST | $27M | 462,709 |
| 5 | ISHARES TR | $27M | 250,587 |
| 6 | ISHARES TR | $26M | 226,392 |
| 7 | VANGUARD MUN BD FDS | $25M | 492,252 |
| 8 | ISHARES TR | $23M | 35,739 |
| 9 | SCHWAB STRATEGIC TR | $20M | 851,946 |
| 10 | ISHARES TR | $18M | 93,926 |
| 11 | ISHARES TR | $17M | 366,019 |
| 12 | BONDBLOXX ETF TRUST | $17M | 362,782 |
| 13 | ISHARES TR | $16M | 48,950 |
| 14 | BLACKROCK ETF TRUST | $14M | 446,594 |
| 15 | ISHARES TR | $14M | 101,423 |
| 16 | ISHARES TR | $14M | 191,970 |
| 17 | ISHARES TR | $13M | 29,968 |
| 18 | ISHARES TR | $13M | 545,685 |
| 19 | ISHARES TR | $12M | 182,313 |
| 20 | BLACKROCK ETF TRUST | $12M | 337,815 |
| 21 | ISHARES TR | $12M | 243,858 |
| 22 | ISHARES TR | $12M | 126,153 |
| 23 | ISHARES TR | $12M | 291,435 |
| 24 | BLACKROCK ETF TRUST | $11M | 332,160 |
| 25 | AMERICAN CENTY ETF TR | $10M | 124,387 |
| 26 | INVESCO EXCH TRADED FD TR II | $10M | 85,714 |
| 27 | BLACKROCK ETF TRUST | $9M | 132,206 |
| 28 | BLACKROCK ETF TRUST | $9M | 216,130 |
| 29 | ISHARES TR | $8M | 157,788 |
| 30 | GLOBAL X FDS | $8M | 108,097 |
| 31 | ISHARES TR | $7M | 41,105 |
| 32 | ISHARES TR | $7M | 318,544 |
| 33 | ISHARES TR | $7M | 106,420 |
| 34 | BLACKROCK ETF TRUST II | $7M | 138,700 |
| 35 | ISHARES TR | $7M | 61,802 |
| 36 | ISHARES INC | $7M | 93,931 |
| 37 | ISHARES TR | $7M | 137,597 |
| 38 | ALPHABET INC | $6M | 22,316 |
| 39 | MICROSOFT CORP | $6M | 15,574 |
| 40 | META PLATFORMS INC | $5M | 9,186 |
| 41 | AMAZON COM INC | $5M | 21,821 |
| 42 | ISHARES TR | $4M | 36,835 |
| 43 | ISHARES TR | $4M | 38,670 |
| 44 | ALPHABET INC | $4M | 14,580 |
| 45 | ISHARES TR | $4M | 27,372 |
| 46 | TAIWAN SEMICONDUCTOR MANUFAC | $4M | 11,871 |
| 47 | ISHARES TR | $4M | 72,193 |
| 48 | ISHARES TR | $3M | 78,816 |
| 49 | WORLD GOLD TR | $3M | 36,505 |
| 50 | ISHARES TR | $3M | 33,181 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.