ONE WEALTH CAPITAL MANAGEMENT, LLC - Portfolio overview

ONE WEALTH CAPITAL MANAGEMENT, LLC has 151 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 Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 16.36%
2. IVV - ISHARES TR, 6.95%
3. DYNF - BLACKROCK ETF TRUST, 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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