One Wealth Advisors, LLC: 13F holdings
CIK 17252972026Q2
| Positions | 326 |
|---|---|
| Reported value | $905.7m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR SERIES TRUST | 926,489 | $81.4m | 9.0% |
| AAPL APPLE INC | 143,505 | $41.5m | 4.6% |
| IWF ISHARES TR | 228,006 | $31.4m | 3.5% |
| DYNF BLACKROCK ETF TRUST | 459,902 | $31.3m | 3.5% |
| IUSB ISHARES TR | 621,674 | $28.7m | 3.2% |
| IVV ISHARES TR | 36,862 | $27.6m | 3.0% |
| VTEB VANGUARD MUN BD FDS | 543,493 | $27.5m | 3.0% |
| MUB ISHARES TR | 254,110 | $27.3m | 3.0% |
| IVE ISHARES TR | 107,337 | $24.4m | 2.7% |
| SCHZ SCHWAB STRATEGIC TR | 917,188 | $21.2m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1725297")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.