One Wealth Advisors, LLC
Q1 2026 13F Holdings
- Locationsan francisco, CA
- Num holdings
304
- Value ($000)
$803,050
- Date Filed 04/21/2026
- Form type13F-HR
- CIK 0001725297
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $52.3M | 7 % | 683,352 | ||
APPLE INC | COM | 037833100 | $35.9M | 5 % | 141,471 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | $27.57M | 3 % | 130,581 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $26.92M | 3 % | 462,709 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | $26.6M | 3 % | 250,587 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $25.61M | 3 % | 226,392 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $24.56M | 3 % | 492,252 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $23.34M | 3 % | 35,739 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | $19.78M | 3 % | 851,946 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $18.02M | 2 % | 93,926 |
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