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
$278B
$478,000 0.07% of portfolio
3,013
Q3 2025 Reduced 3.15%
$382B
$495,000 0.07% of portfolio
2,141
Q3 2025 Reduced 22.85%
$300B
$519,000 0.07% of portfolio
3,347
Q3 2025 Added 0.45%
$110B
$491,000 0.07% of portfolio
7,443
Q3 2025 Added 3.26%
$0
$504,000 0.07% of portfolio
4,896
Q1 2025 New
$136B
$526,000 0.07% of portfolio
20,649
Q3 2025 Added 56.22%
$309B
$534,000 0.07% of portfolio
1,547
Q3 2025 Added 16.75%
$44.9B
$514,000 0.07% of portfolio
5,655
Q3 2025 Reduced 1.84%
$0
$480,000 0.07% of portfolio
4,798
Q3 2025 Added 27.17%
$19.7B
$486,000 0.07% of portfolio
7,713
Q3 2025 Reduced 3.65%
$14.4B
$493,000 0.07% of portfolio
1,527
Q3 2025 Added 17.55%
$174B
$470,000 0.06% of portfolio
16,659
Q3 2025 Reduced 2.49%
$90.9B
$444,000 0.06% of portfolio
2,923
Q3 2025 Added 3.73%
$51.7B
$428,000 0.06% of portfolio
1,815
Q3 2025 New
$76.5B
$471,000 0.06% of portfolio
4,291
Q3 2025 Added 0.09%
$0
$428,000 0.06% of portfolio
3,337
Q3 2025 Reduced 0.3%
$20.5B
$474,000 0.06% of portfolio
1,781
Q3 2025 Added 2.47%
$0
$470,000 0.06% of portfolio
8,280
Q3 2025 Reduced 0.98%
$91.6B
$469,000 0.06% of portfolio
2,434
Q3 2025 Reduced 24.95%
$26.8B
$412,000 0.06% of portfolio
216
Q3 2025 Reduced 9.24%
$237B
$416,000 0.06% of portfolio
2,488
Q3 2025 Added 20.31%
$0
$451,000 0.06% of portfolio
738
Q3 2025 Added 18.27%
$62.6B
$415,000 0.06% of portfolio
4,926
Q3 2025 New
$17.9B
$428,000 0.06% of portfolio
5,664
Q3 2025 New
$65.5B
$430,000 0.06% of portfolio
1,824
Q3 2025 Added 86.5%
$0
$403,000 0.06% of portfolio
7,645
Q3 2025 Reduced 0.07%
$0
$445,000 0.06% of portfolio
7,566
Q2 2025 Reduced 1.84%
$0
$463,000 0.06% of portfolio
1,412
Q3 2025 Added 1.0%
$0
$403,000 0.06% of portfolio
4,594
Q1 2025 Reduced 14.64%
$80.8B
$444,000 0.06% of portfolio
1,542
Q3 2025 Added 0.52%
$187B
$423,000 0.06% of portfolio
4,322
Q3 2025 Reduced 4.4%
$69.8B
$338,000 0.05% of portfolio
79
Q3 2025 Reduced 5.95%
$94.3B
$330,000 0.05% of portfolio
969
Q3 2025 Reduced 7.98%
$1.15B
$334,000 0.05% of portfolio
16,464
Q3 2025 New
$80.1M
$386,000 0.05% of portfolio
118,462
Q3 2025 Reduced 60.86%
$26.4B
$353,000 0.05% of portfolio
7,725
Q3 2025 Added 26.91%
$20.3B
$338,000 0.05% of portfolio
17,973
Q3 2025 Reduced 3.08%
$711M
$375,000 0.05% of portfolio
30,732
Q3 2025 Added 153.17%
$14.7B
$363,000 0.05% of portfolio
6,040
Q3 2025 New
$297B
$385,000 0.05% of portfolio
5,820
Q3 2025 Reduced 1.82%
$25.2B
$352,000 0.05% of portfolio
6,627
Q3 2025 New
$16.8B
$392,000 0.05% of portfolio
4,373
Q3 2025 Reduced 5.82%
$125B
$374,000 0.05% of portfolio
1,053
Q3 2025 Reduced 0.38%
$31.2B
$395,000 0.05% of portfolio
609
Q3 2025 Reduced 25.91%
$22.5B
$380,000 0.05% of portfolio
3,800
Q3 2025 Reduced 2.36%
$21.1B
$368,000 0.05% of portfolio
2,695
Q3 2025 Reduced 27.04%
$194B
$331,000 0.05% of portfolio
1,993
Q3 2025 Reduced 20.82%
$220B
$355,000 0.05% of portfolio
2,653
Q3 2025 Added 0.57%
$0
$344,000 0.05% of portfolio
573
Q3 2025 Reduced 53.57%

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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