ONE WEALTH CAPITAL MANAGEMENT, LLC
13F Portfolio Filings
Most recent 13F Q1 2026Location scottsdale, AZCIK 0002050308All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
120 | $228.85M | MSFT, IVV, AVGO, DYNF | 13F-HR | May 4, 2026 | 000205030826000002 | ||
135 | $234.88M | MSFT, IVV, DYNF, IVE | 13F-HR | Feb 17, 2026 | 000205030826000001 | ||
122 | $222.92M | MSFT, IVV, DYNF, IUSB | 13F-HR | Nov 12, 2025 | 000205030825000008 | ||
110 | $213.04M | MSFT, IVV, IUSB, MUB | 13F-HR | Aug 6, 2025 | 000205030825000003 | ||
106 | $186.4M | MSFT, IVV, IUSB, MUB | 13F-HR | May 15, 2025 | 000205030825000002 | ||
109 | $197.13M | MSFT, IVV, IUSB, MUB | 13F-HR | Jan 7, 2025 | 000205030825000001 |