Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
One Wealth Advisors, LLC (CIK 1725297) reported $905.7M across 326 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYM ($81.4M, 8.99%), AAPL ($41.5M, 4.58%), IVW ($31.4M, 3.46%), DYNF ($31.3M, 3.45%), IUSB ($28.7M, 3.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $81.4M | 8.99% | 926,489 | Added |
| 2 | AAPL | APPLE INC | $41.5M | 4.58% | 143,505 | Added |
| 3 | IVW | ISHARES TR | $31.4M | 3.46% | 228,006 | Added |
| 4 | DYNF | BLACKROCK ETF TRUST | $31.3M | 3.45% | 459,902 | Trimmed |
| 5 | IUSB | ISHARES TR | $28.7M | 3.17% | 621,674 | Added |
| 6 | IVV | ISHARES TR | $27.6M | 3.05% | 36,862 | Added |
| 7 | VTEB | VANGUARD MUN BD FDS | $27.5M | 3.04% | 543,493 | Added |
| 8 | MUB | ISHARES TR | $27.3M | 3.02% | 254,110 | Added |
| 9 | IVE | ISHARES TR | $24.4M | 2.69% | 107,337 | Trimmed |
| 10 | SCHZ | SCHWAB STRATEGIC TR | $21.2M | 2.34% | 917,188 | Added |
| 11 | OEF | ISHARES TR | $18.7M | 2.07% | 51,150 | Added |
| 12 | LMUB | ISHARES TR | $17.2M | 1.90% | 336,349 | Added |
| 13 | ACWX | ISHARES TR | $16.9M | 1.87% | 222,260 | Added |
| 14 | ESGU | ISHARES TR | $16.6M | 1.83% | 101,285 | Trimmed |
| 15 | CORO | BLACKROCK ETF TRUST | $16.2M | 1.79% | 443,776 | Trimmed |
| 16 | IWF | ISHARES TR | $14.4M | 1.58% | 115,589 | Added |
| 17 | BAI | BLACKROCK ETF TRUST | $13.7M | 1.52% | 260,734 | Trimmed |
| 18 | GOVT | ISHARES TR | $13.3M | 1.47% | 583,146 | Added |
| 19 | MBB | ISHARES TR | $12.7M | 1.40% | 134,132 | Added |
| 20 | IVLU | ISHARES TR | $11.9M | 1.32% | 285,593 | Trimmed |
| 21 | BLCR | BLACKROCK ETF TRUST | $11.4M | 1.26% | 225,726 | Added |
| 22 | SPMO | INVESCO EXCH TRADED FD TR II | $10.7M | 1.18% | 66,292 | Trimmed |
| 23 | LCTU | BLACKROCK ETF TRUST | $10.5M | 1.16% | 131,079 | Trimmed |
| 24 | IYW | ISHARES TR | $10.3M | 1.13% | 40,648 | Trimmed |
| 25 | XTEN | BONDBLOXX ETF TRUST | $10.2M | 1.13% | 223,600 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30