One Wealth Management Investment & Advisory Services, LLC - Portfolio overview

One Wealth Management Investment & Advisory Services, LLC has 56 reported holdings in this dataset, with the latest filing dated 2026-01-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 14.46%
2. NVDA - NVIDIA CORPORATION, 11.20%
3. AMZN - AMAZON COM INC, 7.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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