StockDriftsStockDriftsTop 50 One Wealth Map LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CWB | SPDR SERIES TRUST | 17.83% | 388.5K | $38.2M | +4.58%(+17.02K) | $70.64(+50.92%) | 2026-06-30 | |
| EDV | VANGUARD WORLD FD | 6.21% | 221.1K | $13.3M | +21.72%(+39.45K) | $72.33(-17.83%) | 2026-06-30 | |
| TIP | ISHARES TR | 4.02% | 79.9K | $8.6M | +10.30%(+7.46K) | $108.65(-1.67%) | 2026-06-30 | |
| BLV | VANGUARD BD INDEX FDS | 3.81% | 123.5K | $8.2M | +8.43%(+9.60K) | $76.34(-14.34%) | 2026-06-30 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 3.72% | 110.7K | $8.0M | +8.89%(+9.04K) | $77.95(-8.19%) | 2026-06-30 | |
| DES | WISDOMTREE TR | 3.6% | 189.5K | $7.7M | +3.21%(+5.90K) | $29.78(+39.31%) | 2026-06-30 | |
| XLP | SELECT SECTOR SPDR TR | 3.57% | 87.5K | $7.6M | +6.66%(+5.46K) | $75.97(+13.32%) | 2026-06-30 | |
| DLN | WISDOMTREE TR | 3.5% | 76.7K | $7.5M | +3.78%(+2.79K) | $66.01(+53.23%) | 2026-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 3.36% | 43.4K | $7.2M | +7.35%(+2.97K) | $136.48(+22.59%) | 2026-06-30 | |
| XLI | SELECT SECTOR SPDR TR | 3.16% | 38.4K | $6.8M | +1.12%(+426) | $106.01(+76.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.70% | +28.44% | +2.35% | +12.32% |
| Top 20 Holdings Unweighted | +9.51% | +31.31% | +3.29% | +17.55% |
One Wealth Map LLC reports $220.08M in US-listed equity holdings across 90 positions in its most recent 13F filing. Its largest disclosed positions are CWB (17.8%), EDV (6.2%) and TIP (4.0%). The top 20 holdings account for 75.57% of reported assets. Its disclosed equity book has returned +28.44% 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 Map LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802635). View One Wealth Map LLC’s 13F filings on SEC