One Wealth Advisors, LLC - Portfolio Stock Holdings
One Wealth Advisors, LLC disclosed 349 stock positions in a recent SEC 13F filing. $905,037,020 of stock holdings were filed, with the largest holdings including SPYM, AAPL, and IVW. This filing represented positions held on June 30, 2026, and was filed on Aug. 6, 2026.We estimate the fund has a total AUM of $1,252,463,357 and has 13 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:
349Est. Stock Holding Value:
$905,037,020Top Stock Holdings By Sector
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Portfolio Stock Holdings - One Wealth Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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