13F Insight
DOSSIER · 13F-HR · Q1 2026

One Wealth Advisors, LLC

$803M in tracked AUM across 304 positions as of Q1 2026.

OW
CIK 0001725297 · last filed Mar 31, 2026
Total AUM
$803M
as of Q1 2026
Holdings
304
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$803M▼ 1.9%
304 positionsView →2025Q4Dec 31
$818M▲ 2.7%
298 positionsView →2025Q3Sep 30
$797M▲ 10.8%
307 positionsView →2025Q2Jun 30
$719M▲ 7.3%
283 positionsLocked2025Q1Mar 31
$670M▼ 0.6%
281 positionsLocked2024Q4Dec 31
$674M▲ 3.4%
250 positionsLocked2024Q3Sep 30
$652M▲ 39.7%
266 positionsLocked2024Q2Jun 30
$467M▼ 18.8%
232 positionsLocked2024Q1Mar 31
$575M▲ 10.6%
248 positionsLocked2023Q4Dec 31
$519M▲ 15.4%
208 positionsLocked2023Q3Sep 30
$450M▼ 5.2%
189 positionsLocked2023Q2Jun 30
$475M▲ 9.6%
209 positionsLocked
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