§ 13F · FUND PROFILE
One Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $719.1T (13F)Positions · 283Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 581K | $46.6T | 5.7% | +2% |
| 2 | AAPL | APPLE INC | 149K | $40.6T | 5.0% | −7% |
| 3 | DYNF | BLACKROCK ETF TRUST | 531K | $32.3T | 3.9% | +3% |
| 4 | IVE | ISHARES TR | 133K | $28.3T | 3.5% | +39% |
| 5 | IVW | ISHARES TR | 217K | $26.7T | 3.3% | +3% |
| 6 | MUB | ISHARES TR | 241K | $25.8T | 3.2% | +12% |
| 7 | IVV | ISHARES TR | 36K | $24.9T | 3.0% | −1% |
| 8 | VTEB | VANGUARD MUN BD FDS | 479K | $24.1T | 2.9% | −2% |
| 9 | EFV | ISHARES TR | 288K | $20.5T | 2.5% | −3% |
| 10 | XLG | INVESCO EXCHANGE TRADED FD T | 344K | $20.4T | 2.5% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ONE SIGNAL
AC read
One Wealth Advisors, LLC is a Other fund managing $719090.7 trillion in assets. The fund runs a broad portfolio of 283 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed