account_balance
Investment manager · 13F filer · SEC CIK 1725297
One Wealth Advisors, LLC
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Reported value$897Mas of Sep 30, 2026
Positions307 19 new, 38 sold out
Top 10 weight41.8%SPYM alone is 9%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
9.3%
AAPLApple Inc.
5.4%
IUSBiShares Tr
3.9%Added +29%
ACWXiShares Tr
3.7%Added +99%
VTEBVanguard Mun Bd FDS
3.7%Added +29%
IVWiShares Tr
3.6%
DYNFBlackRock ETF Trust
3.5%
IVViShares Tr
3.2%
MUBiShares Tr
2.8%Trimmed −4%
SCHZSchwab Strategic Tr
2.7%Added +20%
IVEiShares Tr
2.6%−4%
COROBlackRock ETF Trust
2.1%
SPYMSPDR Series Trust
9.3%
AAPLApple Inc.
5.4%
IUSBiShares Tr
3.9%+29%
ACWXiShares Tr
3.7%+99%
VTEBVanguard Mun Bd FDS
3.7%+29%
IVWiShares Tr
3.6%
DYNFBlackRock ETF Trust
3.5%
IVViShares Tr
3.2%
MUBiShares Tr
2.8%
SCHZ2.7%
IVE2.6%
CORO2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 9.3% Held
AAPL Apple Inc. 5.4% HeldIUSB iShares Tr 3.9% Added +29%
ACWX iShares Tr 3.7% Added +99%
VTEB Vanguard Mun Bd FDS 3.7% Added +29%
IVW iShares Tr 3.6% Held
DYNF BlackRock ETF Trust 3.5% Held
IVV iShares Tr 3.2% Held
MUB iShares Tr 2.8% Trimmed −4%
SCHZ Schwab Strategic Tr 2.7% Added +20%
IVE iShares Tr 2.6% Trimmed −4%
CORO BlackRock ETF Trust 2.1% Added +17%
What changed
Biggest moves since Jun 30, 2026
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