One Wealth Advisors, LLC Portfolio Holdings

One Wealth Advisors, LLC

  • $730 Million
  • Q3 2025

One Wealth Advisors, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $730 Million distributed in 307 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $44.7M, Apple Inc. with a value of $40.8M, Blackrock ETF Tr U S Equity Fa with a value of $30.5M, Ishares Msci Usa Quality Facto with a value of $27.3M, and Ishares S&P 500 Growth ETF with a value of $25.4M.

Examining the 13F form we can see an increase of $56.9M in the current position value, from $673M to 730M.

One Wealth Advisors, LLC is based out at San Francisco, CA

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

Portfolio value $730 Million
ETFs: $532 Million
Technology: $78.6 Million
Communication Services: $25.5 Million
Financial Services: $24.4 Million
Consumer Cyclical: $19.4 Million
Industrials: $13.2 Million
Healthcare: $12.5 Million
Consumer Defensive: $4.98 Million
Other: $9.71 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44.7 Million 6.13% of portfolio
571,089
Q3 2025 Added 5.08%
$4.34T
$40.8 Million 5.59% of portfolio
160,309
Q3 2025 Reduced 4.91%
$0
$30.5 Million 4.18% of portfolio
514,722
Q3 2025 Added 22.65%
$0
$27.3 Million 3.74% of portfolio
140,188
Q3 2025 Reduced 7.89%
$0
$25.4 Million 3.48% of portfolio
210,597
Q3 2025 Reduced 0.71%
$0
$24.6 Million 3.37% of portfolio
36,790
Q3 2025 Reduced 0.09%
$0
$24.5 Million 3.36% of portfolio
489,429
Q3 2025 Reduced 2.64%
$0
$23 Million 3.15% of portfolio
215,907
Q3 2025 Added 11.51%
$0
$20.1 Million 2.76% of portfolio
296,807
Q3 2025 Reduced 15.92%
$0
$19.8 Million 2.72% of portfolio
95,997
Q3 2025 Added 10.95%
$0
$18.9 Million 2.59% of portfolio
805,324
Q3 2025 Added 8.27%
$0
$18.8 Million 2.58% of portfolio
326,813
Q3 2025 Added 117.43%
$0
$16.8 Million 2.3% of portfolio
115,139
Q3 2025 Added 8.23%
$0
$16.1 Million 2.2% of portfolio
34,332
Q3 2025 Reduced 0.62%
$0
$14.4 Million 1.97% of portfolio
307,242
Q3 2025 Reduced 19.67%
$0
$13.7 Million 1.88% of portfolio
51,668
Q3 2025 Added 0.11%
$0
$10.9 Million 1.49% of portfolio
150,046
Q3 2025 Reduced 0.36%
$0
$10.9 Million 1.49% of portfolio
114,406
Q3 2025 Added 8.61%
$0
$10.8 Million 1.48% of portfolio
303,362
Q3 2025 Reduced 2.28%
$0
$8.77 Million 1.2% of portfolio
44,770
Q3 2025 Reduced 42.42%
$3.83T
$8.34 Million 1.14% of portfolio
16,104
Q3 2025 Added 4.21%
$1.69T
$7.79 Million 1.07% of portfolio
31,985
Q3 2025 Added 6.5%
$0
$7.61 Million 1.04% of portfolio
322,880
Q3 2025 Added 6.3%
$0
$7.52 Million 1.03% of portfolio
114,787
Q3 2025 Reduced 4.8%
$0
$7.47 Million 1.02% of portfolio
63,827
Q3 2025 Reduced 1.8%
$0
$7.18 Million 0.98% of portfolio
140,079
Q3 2025 Added 14.23%
$0
$7.14 Million 0.98% of portfolio
69,357
Q3 2025 Added 37.63%
$11.6B
$7.08 Million 0.97% of portfolio
92,623
Q3 2025 Added 59.42%
$0
$6.32 Million 0.87% of portfolio
52,232
Q3 2025 Added 2.5%
$1.43T
$6.16 Million 0.84% of portfolio
8,392
Q3 2025 Added 25.95%
$0
$6.04 Million 0.83% of portfolio
125,820
Q3 2025 Added 3.33%
$0
$5.37 Million 0.74% of portfolio
42,620
Q3 2025 Reduced 0.83%
$0
$4.76 Million 0.65% of portfolio
41,782
Q3 2025 Reduced 59.61%
$0
$4.53 Million 0.62% of portfolio
78,970
Q3 2025 Reduced 17.56%
$1.66T
$4.55 Million 0.62% of portfolio
18,730
Q3 2025 Added 10.44%
$0
$4.21 Million 0.58% of portfolio
29,622
Q3 2025 Reduced 3.71%
$1.52T
$4.27 Million 0.58% of portfolio
15,279
Q3 2025 Reduced 14.88%
$2.54T
$3.94 Million 0.54% of portfolio
17,925
Q3 2025 Reduced 0.14%
$0
$3.93 Million 0.54% of portfolio
52,269
Q3 2025 New
$0
$3.77 Million 0.52% of portfolio
85,762
Q3 2025 Reduced 18.1%
$0
$3.37 Million 0.46% of portfolio
35,462
Q3 2025 Added 3.0%
$62.9B
$3.23 Million 0.44% of portfolio
44,364
Q3 2025 Added 30.1%
$1.4T
$3.15 Million 0.43% of portfolio
7,081
Q3 2025 Added 0.47%
$0
$2.97 Million 0.41% of portfolio
20,370
Q3 2025 Reduced 0.39%
$495B
$2.96 Million 0.41% of portfolio
15,862
Q3 2025 Reduced 7.61%
$0
$2.92 Million 0.4% of portfolio
31,438
Q3 2025 Added 16.5%
$0
$2.95 Million 0.4% of portfolio
26,493
Q3 2025 Added 1.1%
$0
$2.83 Million 0.39% of portfolio
25,595
Q3 2025 Reduced 1.13%
$331B
$2.65 Million 0.36% of portfolio
31,601
Q3 2025 Reduced 3.33%

Summary

  • Portfolio
  • No. of Stocks 307
  • Current Value $730 Million
  • Prior Value $673 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 37 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 152 stocks
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