One Wealth Advisors, LLC

Est. AUM

$787.4M

13F long equity, this entity only

Positions

300

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$52.3M	683352	6.64%	SOLE
2	APPLE INC	COM	$35.9M	141471	4.56%	SOLE
3	ISHARES TR	S&P 500 VAL ETF	$27.6M	130581	3.50%	SOLE
4	BLACKROCK ETF TRUST	ISHARES US EQUIT	$26.9M	462709	3.42%	SOLE
5	ISHARES TR	NATIONAL MUN ETF	$26.6M	250587	3.38%	SOLE
6	ISHARES TR	S&P 500 GRWT ETF	$25.6M	226392	3.25%	SOLE
7	VANGUARD MUN BD FDS	TAX EXEMPT BD	$24.6M	492252	3.12%	SOLE
8	ISHARES TR	CORE S&P500 ETF	$23.3M	35739	2.96%	SOLE
9	SCHWAB STRATEGIC TR	US AGGREGATE B	$19.8M	851946	2.51%	SOLE
10	ISHARES TR	MSCI USA QLT FCT	$18.0M	93926	2.29%	SOLE
11	ISHARES TR	CORE UNIVRSL USD	$16.9M	366019	2.15%	SOLE
12	BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$16.6M	362782	2.11%	SOLE
13	ISHARES TR	S&P 100 ETF	$15.6M	48950	1.98%	SOLE
14	BLACKROCK ETF TRUST	ISHARES INTL CTR	$14.4M	446594	1.82%	SOLE
15	ISHARES TR	ESG AWR MSCI USA	$14.3M	101423	1.82%	SOLE
16	ISHARES TR	EAFE VALUE ETF	$14.3M	191970	1.81%	SOLE
17	ISHARES TR	RUS 1000 GRW ETF	$12.8M	29968	1.62%	SOLE
18	ISHARES TR	US TREAS BD ETF	$12.5M	545685	1.59%	SOLE
19	ISHARES TR	MSCI ACWI EX US	$12.5M	182313	1.59%	SOLE
20	BLACKROCK ETF TRUST	ISHARES US THEMA	$12.2M	337815	1.55%	SOLE
21	ISHARES TR	LONG TERM MUNI	$12.2M	243858	1.55%	SOLE
22	ISHARES TR	MBS ETF	$12.0M	126153	1.52%	SOLE
23	ISHARES TR	MSCI INTL VLU FT	$11.6M	291435	1.47%	SOLE
24	BLACKROCK ETF TRUST	ISHARES A I INNO	$10.9M	332160	1.39%	SOLE
25	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$10.0M	124387	1.27%	SOLE
26	BLACKROCK ETF TRUST	ISHARES US CARBO	$9.3M	132206	1.18%	SOLE
27	BLACKROCK ETF TRUST	ISHARES LARGE CA	$8.9M	216130	1.13%	SOLE
28	ISHARES TR	CORE INTL AGGR	$7.9M	157788	1.00%	SOLE
29	GLOBAL X FDS	DEFENSE TECH ETF	$7.7M	108097	0.97%	SOLE
30	ISHARES TR	U.S. TECH ETF	$7.5M	41105	0.95%	SOLE
31	ISHARES TR	ESG AWRE USD ETF	$7.4M	318544	0.94%	SOLE
32	ISHARES TR	EUROPE ETF	$7.2M	106420	0.92%	SOLE
33	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$7.2M	138700	0.91%	SOLE
34	ISHARES TR	ESG MSCI LEADR	$7.0M	61802	0.89%	SOLE
35	ISHARES INC	CORE MSCI EMKT	$6.6M	93931	0.83%	SOLE
36	ISHARES TR	ESG AWR US AGRGT	$6.5M	137597	0.83%	SOLE
37	ALPHABET INC	CAP STK CL C	$6.4M	22316	0.81%	SOLE
38	MICROSOFT CORP	COM	$5.8M	15574	0.73%	SOLE
39	META PLATFORMS INC	CL A	$5.3M	9186	0.67%	SOLE
40	AMAZON COM INC	COM	$4.5M	21821	0.58%	SOLE
41	ISHARES TR	ESG MSCI KLD 400	$4.5M	36835	0.57%	SOLE
42	ISHARES TR	EAFE GRWTH ETF	$4.3M	38670	0.55%	SOLE
43	ALPHABET INC	CAP STK CL A	$4.2M	14580	0.53%	SOLE
44	ISHARES TR	SELECT DIVID ETF	$4.1M	27372	0.53%	SOLE
45	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$4.0M	11871	0.51%	SOLE
46	ISHARES TR	ESG MSCI USA ETF	$4.0M	72193	0.51%	SOLE
47	WORLD GOLD TR	SPDR GLD MINIS	$3.4M	36505	0.43%	SOLE
48	ISHARES TR	10-20 YR TRS ETF	$3.3M	33181	0.42%	SOLE
49	ISHARES GOLD TR	ISHARES NEW	$3.2M	36009	0.40%	SOLE
50	NVIDIA CORPORATION	COM	$3.0M	16947	0.38%	SOLE

1–50 of 300

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.