13F Insight
DOSSIER · 13F-HR · Q2 2026

One Wealth Advisors, LLC

$906M in tracked AUM across 326 positions as of Q2 2026.

OW
CIK 0001725297 · last filed Jun 30, 2026
Total AUM
$906M
as of Q2 2026
Holdings
326
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

One Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$81M926K9.0%02
AAPL
APPLE INC
$42M144K4.6%03
IVW
ISHARES TR
$31M228K3.5%04
DYNF
BLACKROCK ETF TRUST
$31M460K3.5%05
IUSB
ISHARES TR
$29M622K3.2%06
IVV
ISHARES TR
$28M37K3.0%07
VTEB
VANGUARD MUN BD FDS
$27M543K3.0%08
MUB
ISHARES TR
$27M254K3.0%09
IVE
ISHARES TR
$24M107K2.7%10
SCHZ
SCHWAB STRATEGIC TR
$21M917K2.3%

Filing history

2026Q2Jun 30
$906M▲ 12.8%
326 positionsView →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 positionsLocked
Showing 12 of 33