One Degree Advisors Inc Portfolio Holdings

One Degree Advisors Inc

  • $326 Million
  • Q3 2025

One Degree Advisors Inc has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $326 Million distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $69M, Vanguard Total Stock Market Et with a value of $40.7M, Dimensional ETF Tr Dimensional with a value of $23.6M, Vanguard Ftse Developed Market with a value of $17.3M, and Dimensional ETF Tr Short Durat with a value of $15M.

Examining the 13F form we can see an increase of $45.1M in the current position value, from $281M to 326M.

One Degree Advisors Inc is based out at San Diego, CA

Below you can find more details about One Degree Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $326 Million
ETFs: $295 Million
Technology: $6.05 Million
Communication Services: $2.41 Million
Consumer Defensive: $2.26 Million
Industrials: $1.61 Million
Financial Services: $1.55 Million
Consumer Cyclical: $1.37 Million
Healthcare: $1.31 Million
Other: $1.78 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$408M
$939,000 0.29% of portfolio
47,098
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $326 Million
  • Prior Value $281 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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