One Wealth Capital Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $186 Billion distributed in 106 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $40.3B, Ishares Core S&P 500 ETF with a value of $17.1B, Ishares Core Total Usd Bond Ma with a value of $9.57B, Ishares National Muni Bond ETF with a value of $7.97B, and Ishares Msci Usa Quality Facto with a value of $6.93B.
Examining the 13F form we can see an decrease of $10.7B in the current position value, from $197B to 186B.
One Wealth Capital Management, LLC is based out at Scottsdale, AZ
Below you can find more details about One Wealth Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$186 Billion
ETFs: $95.5 Billion
Technology: $54.5 Billion
Communication Services: $7.58 Billion
Financial Services: $6.95 Billion
Consumer Cyclical: $6.84 Billion
Healthcare: $6 Billion
Consumer Defensive: $1.13 Billion
Basic Materials: $1.01 Billion
Other: $1.93 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
