One Wealth Advisors, LLC - Portfolio overview

One Wealth Advisors, LLC has 354 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. SPYM - SPDR SERIES TRUST, 6.01%
  2. SPLG - SPDR SERIES TRUST, 5.14%
  3. AAPL - APPLE INC, 4.13%

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

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