Universe · entity
ONE Advisory Partners, LLC
Institutional manager (13F) · CIK 1819695
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $319M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $34M | 51,380 |
| 2 | ISHARES TR | $33M | 711,117 |
| 3 | BLACKROCK ETF TRUST | $20M | 625,305 |
| 4 | ISHARES TR | $20M | 93,533 |
| 5 | ISHARES TR | $19M | 168,047 |
| 6 | BLACKROCK ETF TRUST | $18M | 300,825 |
| 7 | LOAR HOLDINGS INC | $17M | 293,319 |
| 8 | ISHARES TR | $11M | 58,980 |
| 9 | NVIDIA CORPORATION | $10M | 57,702 |
| 10 | ISHARES TR | $9M | 126,810 |
| 11 | BLACKROCK ETF TRUST | $9M | 271,231 |
| 12 | SPDR INDEX SHS FDS | $9M | 190,004 |
| 13 | ISHARES TR | $9M | 36,347 |
| 14 | BLACKROCK ETF TRUST | $8M | 225,851 |
| 15 | ISHARES TR | $8M | 355,357 |
| 16 | VANGUARD SCOTTSDALE FDS | $8M | 173,324 |
| 17 | VANGUARD MUN BD FDS | $7M | 147,252 |
| 18 | GLOBAL X FDS | $6M | 91,025 |
| 19 | BLACKROCK ETF TRUST | $6M | 154,106 |
| 20 | ISHARES TR | $6M | 59,907 |
| 21 | VANGUARD CHARLOTTE FDS | $6M | 117,791 |
| 22 | ISHARES TR | $5M | 51,374 |
| 23 | BLACKROCK ETF TRUST II | $5M | 95,292 |
| 24 | ISHARES TR | $4M | 14,142 |
| 25 | ISHARES TR | $4M | 72,398 |
| 26 | ISHARES GOLD TR | $3M | 38,233 |
| 27 | ISHARES TR | $3M | 69,619 |
| 28 | ISHARES TR | $2M | 16,475 |
| 29 | ISHARES TR | $2M | 20,674 |
| 30 | ISHARES TR | $2M | 11,854 |
| 31 | ISHARES INC | $2M | 27,622 |
| 32 | APPLIED MATLS INC | $1M | 4,033 |
| 33 | STATE STR SPDR S&P 500 ETF T | $1M | 1,763 |
| 34 | ISHARES TR | $906k | 2,540 |
| 35 | APPLE INC | $896k | 3,531 |
| 36 | ISHARES TR | $723k | 8,126 |
| 37 | ISHARES TR | $615k | 8,766 |
| 38 | ISHARES TR | $564k | 6,086 |
| 39 | VANECK ETF TRUST | $544k | 11,710 |
| 40 | ISHARES TR | $526k | 7,735 |
| 41 | ISHARES TR | $521k | 3,763 |
| 42 | ISHARES TR | $519k | 5,463 |
| 43 | MICROSOFT CORP | $500k | 1,350 |
| 44 | VANGUARD SPECIALIZED FUNDS | $472k | 2,197 |
| 45 | ISHARES TR | $457k | 5,273 |
| 46 | BERKSHIRE HATHAWAY INC DEL | $451k | 941 |
| 47 | ISHARES TR | $449k | 3,153 |
| 48 | SCHWAB STRATEGIC TR | $447k | 19,251 |
| 49 | ISHARES INC | $408k | 5,189 |
| 50 | SCHWAB STRATEGIC TR | $406k | 16,406 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.