One Wealth Advisors, LLC Portfolio Holdings

One Wealth Advisors, LLC

  • $730 Million
  • Q3 2025

One Wealth Advisors, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $730 Million distributed in 307 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $44.7M, Apple Inc. with a value of $40.8M, Blackrock ETF Tr U S Equity Fa with a value of $30.5M, Ishares Msci Usa Quality Facto with a value of $27.3M, and Ishares S&P 500 Growth ETF with a value of $25.4M.

Examining the 13F form we can see an increase of $56.9M in the current position value, from $673M to 730M.

One Wealth Advisors, LLC is based out at San Francisco, CA

Below you can find more details about One Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $730 Million
ETFs: $532 Million
Technology: $78.6 Million
Communication Services: $25.5 Million
Financial Services: $24.4 Million
Consumer Cyclical: $19.4 Million
Industrials: $13.2 Million
Healthcare: $12.5 Million
Consumer Defensive: $4.98 Million
Other: $9.71 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$40.8 Million 5.59% of portfolio
160,309
Q3 2025 Reduced 4.91%
$3.78T
$8.34 Million 1.14% of portfolio
16,104
Q3 2025 Added 4.21%
$1.74T
$7.79 Million 1.07% of portfolio
31,985
Q3 2025 Added 6.5%
$1.37T
$6.16 Million 0.84% of portfolio
8,392
Q3 2025 Added 25.95%
$1.65T
$4.55 Million 0.62% of portfolio
18,730
Q3 2025 Added 10.44%
$1.46T
$4.27 Million 0.58% of portfolio
15,279
Q3 2025 Reduced 14.88%
$2.39T
$3.94 Million 0.54% of portfolio
17,925
Q3 2025 Reduced 0.14%
$1.29T
$3.15 Million 0.43% of portfolio
7,081
Q3 2025 Added 0.47%
$465B
$2.96 Million 0.41% of portfolio
15,862
Q3 2025 Reduced 7.61%
$317B
$2.65 Million 0.36% of portfolio
31,601
Q3 2025 Reduced 3.33%
$881B
$2.46 Million 0.34% of portfolio
7,797
Q3 2025 Reduced 3.06%
$71.6B
$2.39 Million 0.33% of portfolio
35,663
Q3 2025 Added 4.84%
$191B
$2.25 Million 0.31% of portfolio
417
Q3 2025 Reduced 0.24%
$533B
$2.18 Million 0.3% of portfolio
6,391
Q3 2025 Added 0.14%
$2.47B
$2.12 Million 0.29% of portfolio
18,091
Q3 2025 Reduced 0.47%
$40.3B
$2 Million 0.27% of portfolio
5,925
Q3 2025 New
$593B
$1.8 Million 0.25% of portfolio
6,418
Q3 2025 Reduced 16.64%
$55.9B
$1.72 Million 0.24% of portfolio
1,801
Q3 2025 Added 0.39%
$121B
$1.56 Million 0.21% of portfolio
2,014
Q3 2025 Reduced 0.25%
$6.15B
$1.42 Million 0.19% of portfolio
24,887
Q3 2025 Reduced 1.6%
$49.1B
$1.38 Million 0.19% of portfolio
1,149
Q3 2025 Reduced 1.46%
$63.4B
$1.37 Million 0.19% of portfolio
2,985
Q3 2025 Reduced 1.74%
$6.2B
$1.29 Million 0.18% of portfolio
11,944
Q3 2025 Reduced 10.33%
$19.6B
$1.19 Million 0.16% of portfolio
7,486
Q3 2025 Reduced 2.6%
$9.78B
$1.17 Million 0.16% of portfolio
25,943
Q3 2025 Reduced 1.38%
$39.1B
$1.1 Million 0.15% of portfolio
16,697
Q3 2025 Reduced 8.98%
$25.4B
$1.08 Million 0.15% of portfolio
39,550
Q3 2025 Reduced 1.02%
$258B
$1.1 Million 0.15% of portfolio
6,578
Q3 2025 Reduced 6.79%
$128B
$1.04 Million 0.14% of portfolio
10,908
Q3 2025 Reduced 0.93%
$156B
$993,000 0.14% of portfolio
8,948
Q3 2025 Reduced 2.35%
$68.4B
$936,000 0.13% of portfolio
27,429
Q3 2025 Added 103.21%
$279B
$944,000 0.13% of portfolio
3,536
Q3 2025 Added 5.11%
$159B
$955,000 0.13% of portfolio
1,964
Q3 2025 Added 3.64%
$55.6B
$949,000 0.13% of portfolio
6,487
Q3 2025 Added 0.26%
$405B
$965,000 0.13% of portfolio
997
Q3 2025 Added 3.64%
$270B
$902,000 0.12% of portfolio
12,611
Q3 2025 Reduced 3.84%
$62.7B
$910,000 0.12% of portfolio
11,052
Q3 2025 Reduced 2.06%
$1.26B
$854,000 0.12% of portfolio
85,714
Q3 2025 Added 14.29%
$413B
$870,000 0.12% of portfolio
16,866
Q3 2025 Added 0.32%
$10.1B
$854,000 0.12% of portfolio
2,476
Q3 2025 Reduced 5.93%
$190B
$775,000 0.11% of portfolio
7,636
Q3 2025 Reduced 1.04%
$522B
$816,000 0.11% of portfolio
4,404
Q3 2025 Reduced 30.03%
$255B
$779,000 0.11% of portfolio
2,348
Q3 2025 Reduced 0.09%
$27.2B
$825,000 0.11% of portfolio
14,246
Q3 2025 Reduced 6.48%
$36B
$801,000 0.11% of portfolio
27,835
Q3 2025 Reduced 18.9%
$662B
$837,000 0.11% of portfolio
1,665
Q3 2025 Reduced 6.2%
$167B
$723,000 0.1% of portfolio
7,576
Q3 2025 Reduced 0.14%
$237B
$705,000 0.1% of portfolio
4,351
Q3 2025 Added 9.74%
$37.9B
$721,000 0.1% of portfolio
8,768
Q3 2025 Added 110.11%

Summary

  • Portfolio
  • No. of Stocks 307
  • Current Value $730 Million
  • Prior Value $673 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 37 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 152 stocks
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