One Wealth Management Investment & Advisory Services, LLC Portfolio Holdings

One Wealth Management Investment & Advisory Services, LLC

  • $77.6 Billion
  • Q2 2025

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.

Portfolio value $77.6 Billion
Technology: $29.6 Billion
ETFs: $22.3 Billion
Consumer Cyclical: $13.6 Billion
Communication Services: $9.89 Billion
Financial Services: $1.43 Billion
Consumer Defensive: $202 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $77.6 Billion
  • Prior Value $60.4 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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