Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

One Capital Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

One Capital Management, LLC (CIK 1606588) reported $3.60B across 522 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IGIB ($311.1M, 8.65%), MUB ($170.5M, 4.74%), FFOX ($160.8M, 4.47%), DFAI ($115.1M, 3.20%), NVDA ($98.8M, 2.75%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IGIBiShares 5-10 Year Investment Grade Corp Bond ETF$311.1M8.65%5.8MHold
2MUBiShares National Muni Bond ETF$170.5M4.74%1.6MHold
3FFOXFundX Future Fund Opportunities$160.8M4.47%6.1MHold
4DFAIDimensional Intern Core EQT MKT ETF$115.1M3.20%3.0MHold
5NVDANVIDIA Corp$98.8M2.75%566,479Hold
6USHYiShares Broad USD High Yield Corp Bond ETF$96.2M2.67%2.6MHold
7IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$82.6M2.30%1.6MHold
8FFNDONE Global ETF$79.9M2.22%2.8MHold
9FTSLFirst Trust Senior Loan ETF$64.5M1.79%1.4MHold
10MSFTMicrosoft Corp$53.1M1.48%143,551Hold
11VUGVanguard Growth ETF$48.8M1.36%111,641Hold
12XCORFundX ETF$48.2M1.34%628,924Hold
13TIPiShares TIPS Bond ETF$47.9M1.33%434,073Hold
14VONGVanguard Russell 1000 Growth ETF$45.7M1.27%416,362Hold
15DGRWWisdomTree U.S. Quality Dividend Growth ETF$43.8M1.22%498,699Hold
16GOOGAlphabet Inc. C$42.9M1.19%149,566Hold
17VTEBVanguard Tax-Exempt Bond ETF$42.2M1.17%845,847Hold
18XFLXFundX Flexible ETF$41.8M1.16%1.9MAdded
19IVViShares Core S&P 500 ETF$41.0M1.14%62,839Hold
20IWYiShares Russell Top 200 Growth ETF$40.6M1.13%162,986Hold
21XLGInvesco S&P500 Top 50 ETF$38.5M1.07%704,917Hold
22BILSPDR Bloomberg 1-3 Month T-Bill ETF$37.0M1.03%404,120Hold
23IDViShares International Select Dividend ETF$35.3M0.98%828,851Hold
24MGCVanguard Mega Cap ETF$33.8M0.94%143,204Hold
25FFLSThe Future Fund Long/Short ETF$31.6M0.88%1.4MHold

Source: SEC Form 13F filings · as of 2026-06-30