One Wealth Map LLC
CIK: 0001802635SEC EDGAR →
Portfolio Value
$196.5M
Holdings
77
As of
Q4 2025
New Positions
5
Closed Positions
10
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 395,584 | $37.1M | 18.88% |
| 2 | VANGUARD WORLD FD | 154,673 | $10.0M | 5.08% |
| 3 | VANGUARD SCOTTSDALE FDS | 104,594 | $7.9M | 4.03% |
| 4 | VANGUARD BD INDEX FDS | 111,492 | $7.7M | 3.93% |
| 5 | ISHARES TR | 69,928 | $7.7M | 3.92% |
| 6 | SELECT SECTOR SPDR TR | 84,179 | $7.1M | 3.62% |
| 7 | WISDOMTREE TR | 75,523 | $6.9M | 3.52% |
| 8 | WISDOMTREE TR | 188,048 | $6.8M | 3.47% |
| 9 | SELECT SECTOR SPDR TR | 39,681 | $6.6M | 3.38% |
| 10 | SELECT SECTOR SPDR TR | 41,942 | $6.5M | 3.32% |
Quarterly Changes
New Positions (5)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 44 | $169.3M | 86.1% |
| Unknown | 5 | $8.5M | 4.3% |
| Technology | 10 | $6.7M | 3.4% |
| Communication Services | 3 | $4.1M | 2.1% |
| Consumer Cyclical | 5 | $3.8M | 1.9% |
| Healthcare | 2 | $1.9M | 1.0% |
| Real Estate | 4 | $817K | 0.4% |
| Consumer Defensive | 1 | $625K | 0.3% |
| Basic Materials | 2 | $579K | 0.3% |
| Energy | 1 | $274K | 0.1% |