One Wealth Management Investment & Advisory Services, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $77.6 Billion distributed in 48 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.91B, Nvidia Corp with a value of $8.55B, Amazon Com Inc with a value of $6.84B, Microsoft Corp with a value of $6B, and Meta Platforms, Inc. with a value of $4.88B.
Examining the 13F form we can see an increase of $17.2B in the current position value, from $60.4B to 77.6B.
One Wealth Management Investment & Advisory Services, LLC is based out at Miami Beach, FL
Below you can find more details about One Wealth Management Investment & Advisory Services, LLC portfolio as well as his latest detailed transactions.