One Wealth Advisors, LLC
CIK: 0001725297SEC EDGAR →
Portfolio Value
$780K
Holdings
298
As of
Q4 2025
New Positions
298
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 581,253 | $47K | 5.98% |
| 2 | APPLE INC | 149,370 | $41K | 5.21% |
| 3 | BLACKROCK ETF TRUST | 530,580 | $32K | 4.14% |
| 4 | ISHARES TR | 133,456 | $28K | 3.63% |
| 5 | ISHARES TR | 216,660 | $27K | 3.42% |
| 6 | ISHARES TR | 240,913 | $26K | 3.31% |
| 7 | VANGUARD MUN BD FDS | 478,993 | $24K | 3.09% |
| 8 | ISHARES TR | 287,528 | $21K | 2.63% |
| 9 | INVESCO EXCHANGE TRADED FD T | 343,632 | $20K | 2.61% |
| 10 | ISHARES TR | 94,908 | $19K | 2.42% |
Quarterly Changes
New Positions (298)
$47K · 581K shares
$41K · 149K shares
$32K · 531K shares
$28K · 133K shares
$27K · 217K shares
$26K · 241K shares
$24K · 479K shares
$21K · 288K shares
$20K · 344K shares
$19K · 95K shares
$19K · 797K shares
$18K · 51K shares
$18K · 262K shares
$16K · 34K shares
$16K · 343K shares
$16K · 106K shares
$16K · 340K shares
$12K · 317K shares
$12K · 123K shares
$11K · 298K shares
$11K · 142K shares
$10K · 311K shares
$10K · 83K shares
$9K · 171K shares
$9K · 45K shares
$8K · 26K shares
$8K · 103K shares
$8K · 91K shares
$8K · 63K shares
$8K · 110K shares
$7K · 15K shares
$7K · 315K shares
$7K · 72K shares
$7K · 144K shares
$6K · 53K shares
$6K · 120K shares
$5K · 40K shares
$5K · 15K shares
$4K · 19K shares
$4K · 14K shares
$4K · 67K shares
$4K · 75K shares
$4K · 27K shares
$4K · 46K shares
$4K · 82K shares
$3K · 22K shares
$3K · 64K shares
$3K · 7K shares
$3K · 34K shares
$3K · 15K shares
$3K · 30K shares
$3K · 24K shares
$3K · 28K shares
$3K · 29K shares
$3K · 7K shares
$3K · 59K shares
$3K · 23K shares
$2K · 8K shares
$2K · 26K shares
$2K · 33K shares
$2K · 16K shares
$2K · 31K shares
$2K · 10K shares
$2K · 6K shares
$2K · 89K shares
$2K · 14K shares
$2K · 33K shares
$2K · 18K shares
$2K · 9K shares
$2K · 13K shares
$2K · 52K shares
$2K · 18K shares
$1K · 4K shares
$1K · 8K shares
$1K · 11K shares
$1K · 20K shares
$1K · 6K shares
$1K · 10K shares
$1K · 25K shares
$1K · 7K shares
$1K · 6K shares
$1K · 19K shares
$1K · 14K shares
$1K · 19K shares
$1K · 12K shares
$1K · 3K shares
$997 · 27K shares
$984 · 2K shares
$973 · 10K shares
$948 · 16K shares
$931 · 2K shares
$927 · 17K shares
$919 · 15K shares
$917 · 12K shares
$909 · 17K shares
$894 · 3K shares
$880 · 8K shares
$857 · 8K shares
$831 · 2K shares
$829 · 5K shares
$817 · 4K shares
$808 · 10K shares
$806 · 5K shares
$803 · 7K shares
$800 · 34K shares
$779 · 8K shares
$773 · 20K shares
$772 · 8K shares
$767 · 9K shares
$764 · 2K shares
$763 · 13K shares
$749 · 10K shares
$736 · 4K shares
$735 · 4K shares
$735 · 8K shares
$722 · 3K shares
$718 · 3K shares
$712 · 28K shares
$697 · 7K shares
$696 · 2K shares
$695 · 19K shares
$695 · 31K shares
$694 · 790 shares
$684 · 10K shares
$684 · 8K shares
$678 · 2K shares
$678 · 2K shares
$675 · 5K shares
$672 · 2K shares
$655 · 65K shares
$655 · 7K shares
$653 · 11K shares
$648 · 8K shares
$642 · 2K shares
$642 · 8K shares
$630 · 4K shares
$626 · 86K shares
$621 · 4K shares
$610 · 13K shares
$607 · 6K shares
$602 · 8K shares
$599 · 3K shares
$593 · 1K shares
$593 · 2K shares
$573 · 5K shares
$565 · 8K shares
$558 · 520 shares
$553 · 13K shares
$553 · 5K shares
$544 · 19K shares
$539 · 2K shares
$534 · 3K shares
$533 · 2K shares
$531 · 7K shares
$531 · 5K shares
$527 · 8K shares
$526 · 5K shares
$515 · 21K shares
$513 · 4K shares
$511 · 3K shares
$509 · 6K shares
$507 · 2K shares
$500 · 2K shares
$496 · 1K shares
$495 · 4K shares
$494 · 7K shares
$492 · 6K shares
$483 · 240 shares
$481 · 3K shares
$478 · 1K shares
$477 · 788 shares
$468 · 9K shares
$463 · 8K shares
$459 · 3K shares
$457 · 8K shares
$451 · 4K shares
$449 · 6K shares
$446 · 3K shares
$442 · 18K shares
$439 · 8K shares
$436 · 14K shares
$433 · 4K shares
$427 · 3K shares
$426 · 2K shares
$426 · 2K shares
$423 · 197 shares
$421 · 14K shares
$420 · 2K shares
$414 · 1K shares
$411 · 2K shares
$406 · 33K shares
$405 · 3K shares
$404 · 1K shares
$398 · 2K shares
$398 · 5K shares
$386 · 3K shares
$380 · 2K shares
$379 · 16K shares
$375 · 18K shares
$372 · 11K shares
$360 · 5K shares
$355 · 2K shares
$355 · 1K shares
$353 · 4K shares
$350 · 5K shares
$345 · 7K shares
$345 · 8K shares
$344 · 3K shares
$343 · 14K shares
$342 · 4K shares
$335 · 6K shares
$334 · 936 shares
$332 · 3K shares
$332 · 2K shares
$329 · 2K shares
$328 · 1K shares
$326 · 969 shares
$318 · 4K shares
$316 · 1K shares
$315 · 4K shares
$314 · 10K shares
$314 · 17K shares
$313 · 5K shares
$312 · 3K shares
$310 · 2K shares
$309 · 118K shares
$309 · 4K shares
$307 · 1K shares
$303 · 7K shares
$300 · 17K shares
$296 · 4K shares
$295 · 1K shares
$293 · 13K shares
$292 · 1K shares
$286 · 3K shares
$285 · 2K shares
$284 · 931 shares
$283 · 2K shares
$282 · 2K shares
$282 · 2K shares
$278 · 5K shares
$276 · 2K shares
$274 · 403 shares
$271 · 935 shares
$269 · 1K shares
$268 · 761 shares
$267 · 8K shares
$266 · 7K shares
$265 · 6K shares
$263 · 2K shares
$262 · 1K shares
$262 · 7K shares
$259 · 2K shares
$257 · 1K shares
$257 · 3K shares
$254 · 2K shares
$251 · 493 shares
$249 · 810 shares
$244 · 1K shares
$241 · 754 shares
$240 · 1K shares
$234 · 3K shares
$232 · 3K shares
$231 · 6K shares
$231 · 6K shares
$231 · 669 shares
$230 · 111 shares
$230 · 1K shares
$229 · 22K shares
$227 · 2K shares
$220 · 414 shares
$219 · 352 shares
$219 · 1K shares
$218 · 935 shares
$218 · 356 shares
$217 · 252 shares
$215 · 3K shares
$214 · 2K shares
$213 · 6K shares
$212 · 617 shares
$212 · 2K shares
$207 · 467 shares
$205 · 3K shares
$205 · 310 shares
$203 · 3K shares
$203 · 953 shares
$203 · 1K shares
$203 · 60 shares
$120 · 10K shares
$119 · 12K shares
$115 · 19K shares
$24 · 36K shares
$5 · 8K shares
$2 · 423 shares
$1 · 2K shares
$1 · 1K shares
$1 · 2K shares
$1 · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 122 | $599K | 76.7% |
| Technology | 43 | $81K | 10.4% |
| Unknown | 25 | $33K | 4.3% |
| Communication Services | 10 | $16K | 2.1% |
| Consumer Cyclical | 23 | $16K | 2.1% |
| Industrials | 24 | $12K | 1.5% |
| Healthcare | 23 | $10K | 1.3% |
| Basic Materials | 7 | $4K | 0.6% |
| Consumer Defensive | 8 | $4K | 0.5% |
| Energy | 8 | $3K | 0.4% |
| Utilities | 3 | $838 | 0.1% |
| Real Estate | 2 | $624 | 0.1% |