One Wealth Capital Management, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $223 Billion distributed in 122 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $47.7B, Ishares Core S&P 500 ETF with a value of $12.4B, Blackrock ETF Tr U S Equity Fa with a value of $9.85B, Ishares Core Total Usd Bond Ma with a value of $8.12B, and Ishares S&P 500 Growth ETF with a value of $7.77B.
Examining the 13F form we can see an increase of $9.88B in the current position value, from $213B to 223B.
One Wealth Capital Management, LLC is based out at Scottsdale, AZ
Below you can find more details about One Wealth Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$223 Billion
ETFs: $106 Billion
Technology: $70.4 Billion
Communication Services: $10.2 Billion
Financial Services: $7.63 Billion
Consumer Cyclical: $7.4 Billion
Healthcare: $4.88 Billion
Industrials: $1.71 Billion
Basic Materials: $1.15 Billion
Other: $2.24 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
