One Wealth Advisors, LLC
Q2 2025 13F Holdings
- Locationsan francisco, CA
- Num holdings
283
- Value ($000)
$719,091
- Date Filed07/17/2025
- Form type13F-HR
- CIK0001725297
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $39.51M | 6 % | 543,482 | ||
AAPL APPLE INC | COM | 037833100 | $34.59M | 5 % | 168,584 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $27.83M | 4 % | 152,203 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $24.65M | 3 % | 502,680 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $23.35M | 3 % | 212,095 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $22.86M | 3 % | 36,822 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $22.85M | 3 % | 419,652 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $22.41M | 3 % | 353,003 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $20.23M | 3 % | 193,615 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $17.68M | 3 % | 382,480 |
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