account_balance

Investment manager · 13F filer · SEC CIK 1819695

ONE Advisory Partners, LLC

Reported value$370Mas of Sep 30, 2026
Positions72 11 new, 7 sold out
Top 10 weight67.5%IVV alone is 19%
FiledOct 2222 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
IVV iShares Tr 18.7% Added +10%
IUSB iShares Tr 12.4% Added +32%
CORO BlackRock ETF Trust 6.6% Added +7%
DYNF BlackRock ETF Trust 5.6% Held
SPYG SPDR Series Trust 5.4% New
LOAR Loar Holdings Inc. 4.9% Held
SPYV SPDR Series Trust 4.3% New
NVDA NVIDIA Corp 3.5% Held
BLCR BlackRock ETF Trust 3.3% Added +70%
IEFA iShares Tr 3.0% New
VTEB Vanguard Mun Bd FDS 2.5% Added +35%
SPTB SPDR Series Trust 2.4% New

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Jul 21, 2026 filing
add_circleNew
  • SPYG $19.8M
  • SPYV $15.9M
  • IEFA $11.1M
  • SPTB $8.99M
arrow_upwardAdded
  • ITM +133%
  • BLCR +70%
  • VTEB +35%
  • IUSB +32%
arrow_downwardTrimmed
  • IVE −93%
  • IVW −85%
  • IAU −72%
  • EFG −61%
remove_circleSold out
  • SHLD $6.66M
  • MBB $532K
  • VXUS $361K
  • GOOGL $306K

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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