One Wealth Management Investment & Advisory Services, LLC
One Wealth Management Investment & Advisory Services, LLC reported 52 positions worth $83.0M as of March 31, 2026 (13F filed July 13, 2026). Largest holding: AAPL (14.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $12.4M | 14.88% | 48,676 | — | — | |
| ▸ 2 | NVDA | SH | $9.1M | 11.00% | 52,356 | — | — | |
| ▸ 3 | AMZN | SH | $6.7M | 8.03% | 32,025 | — | — | |
| ▸ 4 | GOOGL | SH | $5.6M | 6.78% | 19,577 | — | — | |
| ▸ 5 | QQQ | SH | $4.6M | 5.59% | 8,034 | — | — | |
| ▸ 6 | MSFT | SH | $4.4M | 5.35% | 12,010 | — | — | |
| ▸ 7 | SPY | SH | $4.4M | 5.29% | 6,754 | — | — | |
| ▸ 8 | META | SH | $3.9M | 4.65% | 6,750 | — | — | |
| ▸ 9 | VTI | SH | $3.3M | 3.97% | 10,275 | — | — | |
| ▸ 10 | SGOV | SH | $3.0M | 3.64% | 29,986 | — | — |
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Frequently Asked Questions
What stocks does One Wealth Management Investment & Advisory Services, LLC hold as of Q1 2026?
One Wealth Management Investment & Advisory Services, LLC reported 52 positions worth $83.0M in its Q1 2026 13F filing. Largest positions: AAPL (14.9%), NVDA (11.0%), AMZN (8.0%), GOOGL (6.8%) and QQQ (5.6%).
What did One Wealth Management Investment & Advisory Services, LLC buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did One Wealth Management Investment & Advisory Services, LLC sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.