account_balance
Investment manager · 13F filer · SEC CIK 2009427
One Wealth Management Investment & Advisory Services, LLC
Reported value$95.3Mas of Jun 30, 2026
Positions53 7 new, 6 sold out
Top 10 weight70.0%AAPL alone is 15%
FiledJul 1313 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
14.5%
SGOViShares Tr
10.2%Added +222%
NVDANVIDIA Corp
10.0%Trimmed −9%
AMZNAmazon.com Inc
7.6%Trimmed −6%
GOOGLAlphabet Inc.
5.9%Trimmed −19%
VGSHVanguard Scottsdale FDS
5.2%New
MSFTMicrosoft Corp
4.4%Trimmed −6%
SPYSPDR S&P 500 ETF Trust
4.4%Trimmed −17%
QQQInvesco QQQ Tr
4.0%Trimmed −36%
IVViShares Tr
3.9%Added +20%
VTIVanguard Index FDS
3.9%Trimmed −2%
METAMeta Platforms, Inc.
3.5%−12%
AAPLApple Inc.
14.5%
SGOViShares Tr
10.2%Added +222%
NVDANVIDIA Corp
10.0%
AMZNAmazon.com Inc
7.6%
GOOGLAlphabet Inc.
5.9%−19%
VGSHVanguard Scottsdale FDS
5.2%
MSFTMicrosoft Corp
4.4%
SPYSPDR S&P 500 ETF Trust
4.4%
QQQ4.0%
IVV3.9%
VTI3.9%
METABoxes 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
AAPL Apple Inc. 14.5% Held
SGOV iShares Tr 10.2% Added +222%
NVDA NVIDIA Corp 10.0% Trimmed −9%AMZN Amazon.com Inc 7.6% Trimmed −6%GOOGL Alphabet Inc. 5.9% Trimmed −19%VGSH Vanguard Scottsdale FDS 5.2% New
MSFT Microsoft Corp 4.4% Trimmed −6%SPY SPDR S&P 500 ETF Trust 4.4% Trimmed −17%QQQ Invesco QQQ Tr 4.0% Trimmed −36%
IVV iShares Tr 3.9% Added +20%
VTI Vanguard Index FDS 3.9% Trimmed −2%
META Meta Platforms, Inc. 3.5% Trimmed −12%What changed
Biggest moves since Mar 31, 2026
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