One Wealth Advisors, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $673 Million distributed in 283 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 $39.5M, Apple Inc. with a value of $34.6M, Ishares Msci Usa Quality Facto with a value of $27.8M, Vanguard Mun Bd Fds Tax Exempt with a value of $24.6M, and Ishares S&P 500 Growth ETF with a value of $23.4M.
Examining the 13F form we can see an increase of $26.8M in the current position value, from $646M to 673M.
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
$673 Million
ETFs: $491 Million
Technology: $68.7 Million
Financial Services: $24.2 Million
Communication Services: $19.8 Million
Consumer Cyclical: $17.4 Million
Industrials: $12.4 Million
Healthcare: $11.8 Million
Consumer Defensive: $5.33 Million
Other: $9.31 Million
Stock Holdings Table Market Cap. of $200 Billions or more
