One Wealth Capital Management, LLC Portfolio Holdings

One Wealth Capital Management, LLC

  • $213 Billion
  • Q2 2025

One Wealth Capital Management, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $213 Billion distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $53.3B, Ishares Core S&P 500 ETF with a value of $12.4B, Ishares Core Total Usd Bond Ma with a value of $9.44B, Ishares National Muni Bond ETF with a value of $7.93B, and Blackrock ETF Tr U S Equity Fa with a value of $7.73B.

Examining the 13F form we can see an increase of $26.6B in the current position value, from $186B to 213B.

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 $213 Billion
ETFs: $101 Billion
Technology: $70.9 Billion
Communication Services: $9.15 Billion
Consumer Cyclical: $7.27 Billion
Financial Services: $7.13 Billion
Healthcare: $5.34 Billion
Consumer Defensive: $1.11 Billion
Basic Materials: $1.06 Billion
Other: $1.68 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $213 Billion
  • Prior Value $186 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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