ONE WEALTH CAPITAL MANAGEMENT, LLC
13F Portfolio Filings
Most recent 13F Q3 2025Location scottsdale, AZCIK 0002050308All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
122 | $222.91M | MSFT, IVV, DYNF, IUSB | 13F-HR | Nov 12, 2025 | 000205030825000008 | ||
110 | $213.04M | MSFT, IVV, IUSB, MUB | 13F-HR | Aug 6, 2025 | 000205030825000003 | ||
106 | $186.40M | MSFT, IVV, IUSB, MUB | 13F-HR | May 15, 2025 | 000205030825000002 | ||
109 | $197.13M | MSFT, IVV, IUSB, MUB | 13F-HR | Jan 7, 2025 | 000205030825000001 |