ONE WEALTH CAPITAL MANAGEMENT, LLC - Portfolio Stock Holdings
ONE WEALTH CAPITAL MANAGEMENT, LLC disclosed 226 stock positions in a recent SEC 13F filing. $351,210,393 of stock holdings were filed, with the largest holdings including MSFT, IVV, and MUB. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $306,795,078 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
226Est. Stock Holding Value:
$351,210,393Top Stock Holdings By Sector
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Portfolio Stock Holdings - ONE WEALTH CAPITAL MANAGEMENT, LLC
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Portfolio Options Holdings - ONE WEALTH CAPITAL MANAGEMENT, LLC
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