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DOSSIER · 13F-HR · Q2 2026

One Wealth Management Investment & Advisory Services, LLC

$95M in tracked AUM across 53 positions as of Q2 2026.

OW
CIK 0002009427 · last filed Jun 30, 2026
Total AUM
$95M
as of Q2 2026
Holdings
53
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
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