One Wealth Map LLC - Portfolio overview

One Wealth Map LLC has 93 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Technology.

Largest reported holdings by portfolio allocation

1. CWB - SPDR SERIES TRUST, 18.18%
2. EDV - VANGUARD WORLD FD, 5.55%
3. TIP - ISHARES TR, 3.87%

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

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