account_balance

Investment manager · 13F filer · SEC CIK 1802635

One Wealth Map LLC

Reported value$228Mas of Sep 30, 2026
Positions95 10 new, 5 sold out
Top 10 weight50.6%CWB alone is 17%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
CWB SPDR Series Trust 17.2% Held
SPCX Space Exploration Technologies Corp 7.1% New
EDV Vanguard World Fd 4.6% Trimmed −14%
DLN Wisdomtree Tr 3.2% Held
XLV Select Sector SPDR Tr 3.2% Held
DES Wisdomtree Tr 3.1% Held
VCLT Vanguard Scottsdale FDS 3.1% Trimmed −7%
XLP Select Sector SPDR Tr 3.1% Held
BLV Vanguard Bd Index FDS 3.0% Trimmed −10%
TIP iShares Tr 3.0% Trimmed −17%
XLE Select Sector SPDR Tr 2.9% Trimmed −6%
XLI Select Sector SPDR Tr 2.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Jul 31, 2026 filing
add_circleNew
  • SPCX $16.1M
  • TIPX $1.51M
  • AVGO $536K
  • VCIT $429K
arrow_upwardAdded
  • VGLT +449%
  • IGLB +331%
  • SPLB +274%
  • SPGI +28%
arrow_downwardTrimmed
  • IQV −46%
  • TIP −17%
  • AMAT −16%
  • EDV −14%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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