One Wealth Management Investment & Advisory Services, LLC

The portfolio composition is concentrated yet diversified across asset types. The firm holds 52 positions, balancing high-conviction individual equity picks with broad market exposure via Exchange Traded Funds (ETFs). The strategy appears to be a "Core and Satellite" approach, utilizing ETFs for market beta while allocating substantial capital to high-growth technology and communication sectors for alpha generation.

2. Key Holdings

The portfolio is heavily weighted toward large-cap technology leaders, often referred to as the "Magnificent Seven," which dominate the top positions.