One Wealth Advisors, LLC

CIK

1725297

Location

SAN FRANCISCO, CA

Portfolio Value

Micro $650,275

Diversification

Diversified

Filing Date

Global Rank

#4,382 / 8,578 ▲ 13

Top Industry

Consumer Electronics 20.9%

3Y Alpha vs SPY

-3.9%

Period ended 3 months ago

Filed Apr 21, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.1%

SPY

+77.5%

Annualised alpha

-3.9%

Max drawdown

−21.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

210 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

19.5%

−1.9 pts

Top 5

30.2%

−4.4 pts

Top 10

38.9%

−5.4 pts

HHI

454

Diversified−94

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	37.5%	$69,108,349	42
Financial Services	13.9%	$25,543,279	38
Consumer Cyclical	9.7%	$17,896,517	20
Industrials	8.4%	$15,411,208	27
Communication Services	8.1%	$14,834,544	14
Healthcare	7.1%	$13,040,331	24
Unclassified	5.0%	$9,164,152	6
Energy	3.3%	$6,050,981	13
Basic Materials	3.1%	$5,735,580	9
Consumer Defensive	3.0%	$5,504,934	11
Utilities	0.6%	$1,150,566	4
Real Estate	0.4%	$650,275	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HPQ	Hp Inc	+15,909	47,103	$904,848
M	Macy's, Inc.	+8,515	21,813	$394,597
CPRT	Copart Inc	+6,161	25,910	$860,212
CARS	Cars.com Inc.	+5,446	38,806	$315,104
YELP	Yelp Inc	+5,290	15,637	$386,859
DVN	Devon Energy Corp/De	+3,698	10,964	$551,708
MGRC	Mcgrath Rentcorp	+3,396	21,510	$2,372,122
ZD	Ziff Davis, Inc.	+3,372	13,967	$586,055
GM	General Motors Co	+3,326	7,131	$531,259
CFG	Citizens Financial Group Inc/Ri	+3,026	10,960	$657,271
AMZN	Amazon Com Inc	+2,668	21,821	$4,544,659
CF	CF Industries Holdings, Inc.	+2,572	6,995	$908,230
HLN	Haleon plc	+2,550	67,378	$674,453
EBAY	Ebay Inc	+2,431	8,278	$753,463
GLD	Spdr Gold Trust	+2,416	3,669	$1,578,734
CARR	CARRIER GLOBAL Corp	+2,128	10,999	$619,353
SHOP	Shopify Inc.	+1,948	3,558	$422,049
PBYI	Puma Biotechnology, Inc.	+1,690	21,079	$134,694
NVDA	Nvidia Corp	+1,655	16,947	$2,955,556
UPS	United Parcel Service Inc	+1,424	4,315	$424,509
V	Visa Inc.	+1,381	7,579	$2,290,676
TPR	Tapestry, Inc.	+1,335	3,000	$423,330
AAT	American Assets Trust, Inc.	+1,263	17,875	$329,078
LRCX	Lam Research Corp	+1,171	3,114	$665,337
TDC	Teradata Corp /De/	+1,153	15,503	$397,341
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	−54,061	36,505	$3,383,648
IAU	Ishares Gold Trust	−10,275	36,009	$3,174,553
FGDL	Franklin Templeton Holdings Trust	−9,864	9,002	$559,654
AAPL	Apple Inc.	−7,899	141,471	$35,903,925
FLEX	Flex Ltd.	−6,470	6,165	$403,560
HPE	Hewlett Packard Enterprise Co	−6,227	9,558	$227,575
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	−5,859	28,467	$616,595
MET	Metlife Inc	−3,415	6,824	$482,593
PYPL	PayPal Holdings, Inc.	−2,693	13,555	$613,092
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−2,508	11,871	$4,011,804
PLAB	Photronics Inc	−2,283	6,067	$245,167
C	Citigroup Inc	−2,110	5,433	$616,156
KGC	Kinross Gold Corp	−1,852	17,484	$533,611
GILD	Gilead Sciences, Inc.	−1,622	9,575	$1,334,467
WFC	Wells Fargo & Company/Mn	−1,547	24,323	$1,936,354
RTX	RTX Corp	−1,193	3,329	$642,164
CNP	Centerpoint Energy Inc	−1,129	4,921	$212,390
PHM	Pultegroup Inc/Mi/	−950	3,579	$420,926
WDFC	Wd 40 Co	−900	7,896	$1,610,310
ORCL	Oracle Corp	−711	5,067	$745,406
JAZZ	Jazz Pharmaceuticals plc	−661	1,577	$298,131
IDCC	InterDigital, Inc.	−554	1,465	$442,430
TRMB	Trimble Inc.	−543	6,246	$407,426
FIS	Fidelity National Information Services, Inc.	−456	7,487	$351,215
MATX	Matson, Inc.	−432	1,408	$230,827
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
TOL	Toll Brothers, Inc.	7,799	$1,064,329
PGR	Progressive Corp/Oh/	4,529	$897,828
ZTS	Zoetis Inc.	6,378	$753,943
AZN	Astrazeneca PLC	3,356	$661,870
KR	Kroger Co	6,944	$502,467
RS	Reliance, Inc.	1,609	$489,007
COP	Conocophillips	3,588	$473,616
DCI	DONALDSON Co INC	4,839	$410,685
EOG	Eog Resources Inc	2,630	$380,219
FANG	Diamondback Energy, Inc.	1,822	$360,373
SLB	Slb Limited/Nv	6,626	$340,510
TFC	Truist Financial Corp	7,377	$339,120
CVE	Cenovus Energy Inc.	10,923	$289,787
SNX	Td Synnex Corp	1,671	$281,914
AMG	Affiliated Managers Group, Inc.	907	$250,966
ETR	Entergy Corp /De/	2,231	$250,675
DY	Dycom Industries Inc	731	$247,677
DAL	Delta Air Lines, Inc.	3,700	$245,976
DHI	Horton D R Inc /De/	1,640	$225,040
KHC	Kraft Heinz Co	9,576	$215,364
OIS	Oil States International, Inc	15,397	$179,221
DXC	DXC Technology Co	14,113	$177,400
EBS	Emergent BioSolutions Inc.	16,679	$138,435
TBCH	Turtle Beach Corp	10,504	$106,510
ANGI	Angi Inc.	14,038	$96,160
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
MDT	Medtronic plc	8,118	$779,815
EXPE	Expedia Group, Inc.	1,906	$539,988
DDS	Dillard's, Inc.	788	$477,795
UAL	United Airlines Holdings, Inc.	4,042	$451,976
UNH	Unitedhealth Group Inc	1,255	$414,288
THC	Tenet Healthcare Corp	2,070	$411,350
TWLO	Twilio Inc	2,850	$405,384
ALC	Alcon Inc	4,045	$318,786
VRSN	Verisign Inc/Ca	1,215	$295,184
STLD	Steel Dynamics Inc	1,670	$282,981
FFIV	F5, Inc.	1,029	$262,662
AVGO	Broadcom Inc.	669	$231,540
KEYS	Keysight Technologies, Inc.	1,081	$219,648
IBEX	IBEX Ltd	5,597	$213,693
PHIN	Phinia Inc.	3,278	$205,497
INTU	Intuit Inc.	310	$205,350
AZO	Autozone Inc	60	$203,490
BBW	Build-A-Bear Workshop Inc	3,314	$203,048
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $650,275 total · Real Estate only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
PLD	Prologis, Inc. Real Estate	Held	2,430	0	$321,197	+3.5%	49.39%
AAT	American Assets Trust, Inc. Real Estate	Added	17,875	+1,263	$329,078	+4.6%	50.61%