Top 50 One Advisory Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.34% | 51.4K | $33.6M | +29.62%(+11.74K) | $442.53(+64.28%) | 2026-03-31 | |
| IUSB | ISHARES TR | 10.12% | 711.1K | $32.8M | +4.99%(+33.78K) | $48.01(-4.12%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 6.2% | 625.3K | $20.1M | new | $31.61(+10.62%) | 2026-03-31 | |
| IVE | ISHARES TR | 6.09% | 93.5K | $19.7M | -10.55%(-11.03K) | $193.01(+15.95%) | 2026-03-31 | |
| IVW | ISHARES TR | 5.86% | 168.0K | $19.0M | +2.53%(+4.14K) | $81.85(+60.61%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 5.39% | 300.8K | $17.5M | -25.72%(-104.18K) | $46.14(+39.84%) | 2026-03-31 | |
| LOAR | LOAR HOLDINGS INC | 5.18% | 293.3K | $16.8M | +0.00%(+0) | $76.07(-24.12%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.49% | 59.0K | $11.3M | -1.83%(-1.10K) | $131.26(+58.08%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.1% | 57.7K | $10.1M | -1.96%(-1.15K) | $121.37(+61.90%) | 2026-03-31 | |
| EFV | ISHARES TR | 2.91% | 126.8K | $9.4M | -37.70%(-76.75K) | $56.25(+36.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.15% | +33.65% |
| Top 20 Holdings Unweighted | +9.66% | +31.87% |
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