ONE WEALTH CAPITAL MANAGEMENT, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    scottsdale, AZ
  • CIK
    0002050308
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

106

$186.40M
MSFT, IVV, IUSB, MUB
13F-HR
May 15, 2025
000205030825000002

109

$197.13M
MSFT, IVV, IUSB, MUB
13F-HR
Jan 7, 2025
000205030825000001