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Filers›Hedge Fund›One Wealth Advisors, LLC
DOSSIER · 13F-HR · Q1 2026

One Wealth Advisors, LLC

One Wealth's hedge fund based in New York, NY — $803M in tracked AUM across 304 positions as of Q1 2026.

OW
One Wealth·New York, NY·Hedge Fund
CIK 0001725297 · last filed Mar 31, 2026
Total AUM
$803M
▼ 3.2%
vs prior
Holdings
304
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

One Wealth Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$52M683K6.5%
02
AAPL
APPLE INC
$36M141K4.5%
03
IVE
ISHARES TR
$28M131K3.4%
04
DYNF
BLACKROCK ETF TRUST
$27M463K3.4%
05
MUB
ISHARES TR
$27M251K3.3%
06
IVW
ISHARES TR
$26M226K3.2%
07
VTEB
VANGUARD MUN BD FDS
$25M492K3.1%
08
IVV
ISHARES TR
$23M36K2.9%
09
SCHZ
SCHWAB STRATEGIC TR
$20M852K2.5%
10
QUAL
ISHARES TR
$18M94K2.2%

Filing history

Filing history loading…
AI Agent · grounded in One
haiku-4-5 · 304 positions indexed
Sector mix
  • Tech5%
  • Financials28%
  • Communications9%
  • Industrials47%
  • Energy16%
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