One Wealth Advisors, LLC Portfolio Holdings

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.