One Plus One Wealth Management, LLC Portfolio Holdings

One Plus One Wealth Management, LLC

  • $138 Million
  • Q3 2025

One Plus One Wealth Management, LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $138 Million distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sprott ETF Trj R Gold Miners E with a value of $13.4M, Kraneshares Tr Quadratic Int R with a value of $12.5M, Direxion Shs ETF Tr Daily S&P with a value of $7.99M, Pacer Fds Tr Emerging Markets with a value of $6.2M, and Pacer Fds Tr Devel Mrkts Intl with a value of $5.57M.

Examining the 13F form we can see an increase of $4.82M in the current position value, from $133M to 138M.

Below you can find more details about One Plus One Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $138 Million
ETFs: $108 Million
Technology: $7.1 Million
Industrials: $6.4 Million
Financial Services: $5.28 Million
Consumer Cyclical: $3.04 Million
Energy: $1.83 Million
Healthcare: $1.7 Million
Communication Services: $1.45 Million
Other: $2.69 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $138 Million
  • Prior Value $133 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
Track This Portfolio

Track One Plus One Wealth Management, LLC Portfolio

Follow One Plus One Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Plus One Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Plus One Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email