One Wealth Advisors, LLC Portfolio Holdings
One Wealth Advisors, LLC
- $646 Million
- Q1 2025
One Wealth Advisors, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $646 Million distributed in 281 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 $51.9M, Apple Inc. with a value of $39.4M, Vanguard Mun Bd Fds Tax Exempt with a value of $27.3M, Ishares Msci Usa Quality Facto with a value of $25.1M, and Ishares Core Total Usd Bond Ma with a value of $22M.
Examining the 13F form we can see an decrease of $16.2M in the current position value, from $662M to 646M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 281
- Current Value $646 Million
- Prior Value $662 Million
- Filing
- Period Q1 2025
- Filing Date May 06, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 59 stocks
- Additional Purchases 106 stocks
- Sold out of 0 stocks
- Reduced holdings in 105 stocks