ONE Advisory Partners, LLC - Portfolio overview

ONE Advisory Partners, LLC has 80 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 10.17%
2. IUSB - ISHARES TR, 9.96%
3. CORO - BLACKROCK ETF TRUST, 6.09%

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

Explore securities or join Upside Invest to compare portfolios.