StockDriftsStockDriftsTop 50 One Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 8.99% | 926.5K | $81.4M | +35.58%(+243.14K) | $62.18(+46.76%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.58% | 143.5K | $41.5M | +1.44%(+2.03K) | $116.37(+162.42%) | 2026-06-30 | |
| IVW | ISHARES TR | 3.46% | 228.0K | $31.4M | +0.71%(+1.61K) | $83.20(+70.23%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 3.45% | 459.9K | $31.3M | -0.61%(-2.81K) | $46.18(+51.93%) | 2026-06-30 | |
| IUSB | ISHARES TR | 3.17% | 621.7K | $28.7M | +69.85%(+255.66K) | $46.16(-1.53%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.05% | 36.9K | $27.6M | +3.14%(+1.12K) | $436.49(+78.45%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 3.04% | 543.5K | $27.5M | +10.41%(+51.24K) | $49.82(-0.22%) | 2026-06-30 | |
| MUB | ISHARES TR | 3.02% | 254.1K | $27.3M | +1.41%(+3.52K) | $106.73(-0.94%) | 2026-06-30 | |
| IVE | ISHARES TR | 2.69% | 107.3K | $24.4M | -17.80%(-23.24K) | $192.43(+23.22%) | 2026-06-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 2.34% | 917.2K | $21.2M | +7.66%(+65.24K) | $24.57(-7.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.56% | +50.33% | +8.79% | +52.39% |
| Top 20 Holdings Unweighted | +13.29% | +45.39% | +8.01% | +46.97% |
One Wealth Advisors, LLC reports $905.74M in US-listed equity holdings across 326 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (9.0%), AAPL (4.6%) and IVW (3.5%). The top 20 holdings account for 54.54% of reported assets. Its disclosed equity book has returned +50.33% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from One Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1725297). View One Wealth Advisors, LLC’s 13F filings on SEC