account_balance
Investment manager · 13F filer · SEC CIK 2050308
One Wealth Capital Management, LLC
Reported value$267Mas of Sep 30, 2026
Positions123 32 new, 132 sold out
Top 10 weight56.0%MSFT alone is 18%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
18.5%
IVViShares Tr
9.6%Trimmed −16%
IUSBiShares Tr
5.0%Added +4%
AVGOBroadcom Inc.
4.7%Added +26%
DYNFBlackRock ETF Trust
3.7%Trimmed −19%
IVWiShares Tr
3.5%Trimmed −16%
MUBiShares Tr
3.4%Trimmed −34%
IVEiShares Tr
2.6%Trimmed −15%
AAPLApple Inc.
2.6%Added +91%
GOOGLAlphabet Inc.
2.5%Added +6%
COROBlackRock ETF Trust
2.4%Added +127%
NVDANVIDIA Corp
2.3%
MSFTMicrosoft Corp
18.5%
IVViShares Tr
9.6%−16%
IUSBiShares Tr
5.0%
AVGOBroadcom Inc.
4.7%
DYNFBlackRock ETF Trust
3.7%
IVW3.5%
MUB3.4%
IVE2.6%
AAPL2.6%GOOGL2.5%CORO2.4%
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
MSFT Microsoft Corp 18.5% Held
IVV iShares Tr 9.6% Trimmed −16%
IUSB iShares Tr 5.0% Added +4%
AVGO Broadcom Inc. 4.7% Added +26%DYNF BlackRock ETF Trust 3.7% Trimmed −19%
IVW iShares Tr 3.5% Trimmed −16%
MUB iShares Tr 3.4% Trimmed −34%
IVE iShares Tr 2.6% Trimmed −15%
AAPL Apple Inc. 2.6% Added +91%GOOGL Alphabet Inc. 2.5% Added +6%CORO BlackRock ETF Trust 2.4% Added +127%
NVDA NVIDIA Corp 2.3% Trimmed −50%What changed
Biggest moves since Jun 30, 2026
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