One Wealth Capital Management, LLC Incresed Positions in Q3 2025

One Wealth Capital Management, LLC

  • $223 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
6.43K
+ 55.21%
N/A
18.1K $6.01B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
24.5K
+ 17.28%
$54.35 - $59.32 $1.33M - $1.45M
166K $9.85B
NVDA
Nvidia Corp

Technology
8.43K
+ 51.55%
$153.3 - $186.58 $1.29M - $1.57M
24.8K $4.62B
Blackrock ETF Trust
53.5K
+ 151.78%
N/A
88.7K $3.03B
IEMG
Ishares Inc

ETFs
22K
+ 29.36%
N/A
96.9K $6.38B
AVGO
Broadcom Inc.

Technology
3.29K
+ 25.71%
$264.74 - $369.57 $872K - $1.22M
16.1K $5.31B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
13.9K
+ 40.49%
$98.52 - $103.93 $1.37M - $1.44M
48.2K $4.96B
IAU
Ishares Gold Trust

ETFs
12.1K
+ 59.1%
$61.62 - $72.77 $748K - $883K
32.7K $2.38B
GOOGL
Alphabet Inc.

Communication Services
13
+ 0.14%
$174.36 - $254.72 $2.27K - $3.31K
9.49K $2.31B
TSLA
Tesla, Inc.

Consumer Cyclical
487
+ 15.28%
$293.94 - $444.72 $143K - $217K
3.67K $1.63B
IVE
Ishares S&P 500 Value ETF

ETFs
650
+ 2.13%
$194.44 - $206.51 $126K - $134K
31.1K $6.43B
Blackrock ETF Trust Ii
8.54K
+ 51.56%
N/A
25.1K $1.23B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.44K
+ 40.5%
$134.94 - $145.86 $330K - $356K
8.47K $1.23B
UBER
Uber Technologies, Inc

Technology
3.36K
+ 146.42%
$86.91 - $99.57 $292K - $334K
5.65K $553M
META
Meta Platforms, Inc.

Communication Services
302
+ 10.2%
$695.21 - $791.73 $210K - $239K
3.26K $2.4B
Blackrock ETF Trust Ii
2.7K
+ 9.9%
N/A
30K $1.6B
MBB
Ishares Tr

ETFs
1.19K
+ 5.65%
$92.46 - $95.73 $110K - $114K
22.3K $2.13B
VEA
Vanguard Ftse Developed Market

ETFs
2.01K
+ 55.62%
$56.02 - $60.3 $113K - $121K
5.64K $338M
BA
Boeing CO

Industrials
457
+ 16.42%
$209.79 - $237.38 $95.9K - $108K
3.24K $699M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
955
+ 28.1%
$102.4 - $103.88 $97.8K - $99.2K
4.35K $450M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
974
+ 42.04%
$87.05 - $93.19 $84.8K - $90.8K
3.29K $306M
SPY
Spdr S&P 500 ETF Trust

ETFs
82
+ 12.06%
$617.65 - $666.84 $50.6K - $54.7K
762 $508M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.5K
+ 5.04%
$50.85 - $51.35 $76.3K - $77K
31.3K $1.6B
PH
Parker Hannifin Corp

Industrials
40
+ 6.02%
$697.13 - $769.67 $27.9K - $30.8K
705 $534M
MNST
Monster Beverage Corp

Consumer Defensive
578
+ 9.52%
$58.65 - $67.31 $33.9K - $38.9K
6.65K $448M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
536
+ 5.43%
$39.06 - $43.42 $20.9K - $23.3K
10.4K $452M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.03K
+ 18.0%
$39.8 - $42.86 $40.8K - $44K
6.73K $288M
MLM
Martin Marietta Materials Inc

Basic Materials
29
+ 6.59%
$546.36 - $631.12 $15.8K - $18.3K
469 $296M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.21K
+ 13.86%
$22.64 - $23.22 $50.1K - $51.4K
18.2K $420M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.28K
+ 8.68%
$13.29 - $16.05 $17K - $20.5K
16K $255M
TDY
Teledyne Technologies Inc

Technology
29
+ 5.94%
$509.51 - $586.04 $14.8K - $17K
517 $303M
ADSK
Autodesk, Inc.

Technology
139
+ 12.98%
N/A
1.21K $384M
AMAT
Applied Materials Inc

Technology
123
+ 9.69%
$156.25 - $204.95 $19.2K - $25.2K
1.39K $285M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.68K
+ 4.77%
$22.89 - $23.7 $38.5K - $39.9K
37K $871M
SONY
Sony Group Corp

Technology
661
+ 5.78%
$23.92 - $30.07 $15.8K - $19.9K
12.1K $348M
ATO
Atmos Energy Corp

Utilities
138
+ 8.59%
$151.51 - $170.75 $20.9K - $23.6K
1.75K $298M
SCHG
Schwab Strategic Tr Us Large C

ETFs
886
+ 11.78%
$28.92 - $32.19 $25.6K - $28.5K
8.41K $268M
LEN
Lennar Corp

Consumer Cyclical
119
+ 6.42%
$107.73 - $142.4 $12.8K - $16.9K
1.97K $249M
USB
Us Bancorp \De\

Financial Services
526
+ 11.19%
$43.94 - $50.41 $23.1K - $26.5K
5.23K $253M
EMB
Ishares Tr

ETFs
260
+ 6.72%
$91.52 - $95.59 $23.8K - $24.9K
4.13K $393M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
195
+ 24.28%
$366.54 - $479.53 $71.5K - $93.5K
998 $391M
DIS
Walt Disney CO

Communication Services
496
+ 18.63%
$112.25 - $124.0 $55.7K - $61.5K
3.16K $362M
VZ
Verizon Communications Inc

Communication Services
528
+ 6.67%
$40.84 - $45.06 $21.6K - $23.8K
8.44K $371M
RPM
Rpm International Inc

Basic Materials
100
+ 4.95%
$110.07 - $128.23 $11K - $12.8K
2.12K $250M
QCOM
Qualcomm Inc

Technology
23
+ 0.72%
$145.84 - $173.55 $3.35K - $3.99K
3.21K $534M
COF
Capital One Financial Corp

Financial Services
119
+ 7.33%
$207.29 - $229.74 $24.7K - $27.3K
1.74K $371M
ECL
Ecolab Inc.

Basic Materials
59
+ 6.45%
$259.39 - $285.47 $15.3K - $16.8K
974 $267M
AMGN
Amgen Inc

Healthcare
60
+ 8.15%
$271.18 - $309.22 $16.3K - $18.6K
796 $225M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
150
+ 4.11%
$92.18 - $95.14 $13.8K - $14.3K
3.8K $361M
Activity Summary
Buys All Purchases 77 New Holdings 19 Increased Positions 58 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track One Wealth Capital Management, LLC Portfolio

Follow One Wealth Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Wealth Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email