One Wealth Map LLC
Filing Date
Global Rank
#6,111
/ 8,794
▲ 45
· as of Jun 2026
Top Industry
Internet Content & Information
10.8%
Period ended 3 months ago
Filed Jul 31, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
69 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
19.8%
−1.6 pts
Top 5
65.2%
+2.5 pts
Top 10
83.9%
+4.3 pts
HHI
1,089
Diversified+11
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 86.8% | $195,326,917 |
| Financial Services | 3.5% | $7,960,335 |
| Technology | 3.3% | $7,538,496 |
| Communication Services | 1.9% | $4,230,727 |
| Healthcare | 1.9% | $4,183,330 |
| Consumer Cyclical | 1.4% | $3,080,001 |
| Real Estate | 0.3% | $692,753 |
| Industrials | 0.3% | $683,479 |
| Basic Materials | 0.3% | $626,577 |
| Energy | 0.1% | $254,773 |
| Utilities | 0.1% | $248,370 |
| Consumer Defensive | 0.1% | $237,609 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EDV | Vanguard World Funds Extended Duration ETF | +39,455 | 221,145 | $14,392,116 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +30,531 | 463,634 | $36,008,771 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | +29,650 | 419,786 | $44,649,538 | |
| AFK | VanEck Africa Index ETF | +24,855 | 146,705 | $1,600,884 | |
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | +12,553 | 400,932 | $36,522,747 | |
| BIV | Vanguard Intermediate-Term Bond ETF | +11,666 | 146,274 | $10,287,356 | |
| — | +9,038 | 110,719 | $8,331,604 | ||
| — | +8,824 | 202,540 | $13,116,816 | ||
| AGGY | WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | +8,694 | 266,234 | $15,099,378 | |
| ABI | VictoryShares Pioneer Asset-Based Income ETF | +4,964 | 186,808 | $8,392,370 | |
| VCHY | Vanguard U.S. High-Yield Corporate Bond Index ETF | +3,406 | 39,548 | $1,986,496 | |
| ICE | Intercontinental Exchange, Inc. | +1,921 | 3,809 | $468,925 | |
| AAAP | Pacer Barings CLO Market Flex ETF | +1,611 | 42,393 | $1,346,825 | |
| AJG | Arthur J. Gallagher & Co. | +1,240 | 2,240 | $514,236 | |
| STT | State Street Corp | +1,188 | 31,983 | $1,714,608 | |
| IQV | Iqvia Holdings Inc. | +1,004 | 6,326 | $1,222,309 | |
| VIG | Vanguard Dividend Appreciation ETF | +408 | 14,842 | $1,431,214 | |
| BKNG | Booking Holdings Inc. | +328 | 4,919 | $876,762 | |
| SPGI | S&P Global Inc. | +319 | 1,319 | $537,175 | |
| SYK | Stryker Corp | +262 | 1,266 | $398,587 | |
| AAPL | Apple Inc. | +192 | 2,650 | $766,804 | |
| CRM | Salesforce, Inc. | +129 | 2,421 | $379,273 | |
| ADSK | Autodesk, Inc. | +61 | 1,655 | $321,765 | |
| ADBE | Adobe Inc. | +52 | 1,283 | $263,040 | |
| CHKP | Check Point Software Technologies Ltd | +38 | 3,056 | $401,650 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BNDW | Vanguard Total World Bond ETF | −20,536 | 10,283 | $567,415 | |
| ARI | Apollo Commercial Real Estate Finance, Inc. | −4,541 | 27,319 | $291,766 | |
| ECL | Ecolab Inc. | −2,095 | 922 | $256,878 | |
| META | Meta Platforms, Inc. | −1,298 | 2,665 | $1,501,167 | |
| AMAT | Applied Materials Inc /De | −1,244 | 1,739 | $1,257,297 | |
| NLY | Annaly Capital Management Inc | −1,108 | 11,766 | $263,087 | |
| AMZN | Amazon Com Inc | −857 | 6,232 | $1,485,334 | |
| MAS | Masco Corp /De/ | −731 | 5,781 | $470,399 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −654 | 2,820 | $1,346,747 | |
| ANEW | ProShares MSCI Transformational Changes ETF | −448 | 3,469 | $233,220 | |
| MSFT | Microsoft Corp | −439 | 4,059 | $1,514,088 | |
| GOOGL | Alphabet Inc. | −409 | 4,788 | $1,711,087 | |
| DIS | Walt Disney Co | −334 | 6,052 | $582,505 | |
| PANW | Palo Alto Networks Inc | −302 | 1,120 | $381,942 | |
| UBER | Uber Technologies, Inc | −285 | 3,400 | $245,344 | |
| ABNB | Airbnb, Inc. | −247 | 3,476 | $497,415 | |
| V | Visa Inc. | −228 | 3,579 | $1,227,919 | |
| COST | Costco Wholesale Corp /New | −215 | 254 | $237,609 | |
| DXCM | Dexcom Inc | −153 | 4,747 | $319,710 | |
| SCHW | Schwab Charles Corp | −68 | 10,991 | $1,014,139 | |
| QQQ | Invesco Qqq Trust, Series 1 | −56 | 565 | $416,066 | |
| BRK-B | Berkshire Hathaway Inc | −11 | 545 | $272,712 | |
| NVDA | Nvidia Corp | −9 | 2,182 | $436,596 | |
| VB | Vanguard Morningstar Small-Cap ETF | −3 | 1,324 | $489,932 | |
| APD | Air Products & Chemicals, Inc. | −1 | 1,261 | $369,699 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JPM | Jpmorgan Chase & Co | 1,517 | $496,559 | |
| MCO | Moodys Corp /De/ | 1,000 | $452,920 | |
| NFLX | Netflix Inc | 6,106 | $435,968 | |
| CBOE | Cboe Global Markets, Inc. | 1,102 | $267,422 | |
| ADP | Automatic Data Processing Inc | 1,000 | $223,950 | |
| LOW | Lowes Companies Inc | 1,000 | $220,490 | |
| VEEV | Veeva Systems Inc | 1,162 | $206,220 | |
| RMD | Resmed Inc | 1,005 | $195,854 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FICO | Fair Isaac Corp | 1,000 | $1,067,540 | |
| SBUX | Starbucks Corp | 6,477 | $580,274 | |
| MSCI | MSCI Inc. | 1,000 | $539,010 | |
| QCOM | Qualcomm Inc/De | 2,842 | $365,992 | |
| CDNS | Cadence Design Systems Inc | 1,000 | $277,870 | |
| VEA | Vanguard FTSE Developed Markets ETF | 3,399 | $217,807 | |
| TTWO | Take Two Interactive Software Inc | 1,000 | $197,500 | |
| WMT | Walmart Inc. | 1,557 | $193,503 | |
| No positions match the current search. | ||||
69 tracked positions ·
$225,063,367 total
· filing declares
106 positions · $220,082,182
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 69 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Added | 419,786 | $44,649,538 | 19.84% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
Added | 400,932 | $36,522,747 | 16.23% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 463,634 | $36,008,771 | 16.00% | |
| AGGY |
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
|
Added | 266,234 | $15,099,378 | 6.71% | |
| EDV |
Vanguard World Funds Extended Duration ETF
|
Added | 221,145 | $14,392,116 | 6.39% | |
|
|
Added | 202,540 | $13,116,816 | 5.83% | ||
| BIV |
Vanguard Intermediate-Term Bond ETF
|
Added | 146,274 | $10,287,356 | 4.57% | |
| ABI |
VictoryShares Pioneer Asset-Based Income ETF
|
Added | 186,808 | $8,392,370 | 3.73% | |
|
|
Added | 110,719 | $8,331,604 | 3.70% | ||
| VCHY |
Vanguard U.S. High-Yield Corporate Bond Index ETF
|
Added | 39,548 | $1,986,496 | 0.88% | |
| STT |
State Street Corp
Financial Services
|
Added | 31,983 | $1,714,608 | 0.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 4,788 | $1,711,087 | 0.76% | |
| AFK |
VanEck Africa Index ETF
|
Added | 146,705 | $1,600,884 | 0.71% | |
| MSFT |
Microsoft Corp
PUT
+ SHARES
Technology
|
Reduced | 4,059 | $1,514,088 | 0.67% | |
| META |
Meta Platforms, Inc.
PUT
+ SHARES
Communication Services
|
Reduced | 2,665 | $1,501,167 | 0.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 6,232 | $1,485,334 | 0.66% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Added | 14,842 | $1,431,214 | 0.64% | |
| AAAP |
Pacer Barings CLO Market Flex ETF
|
Added | 42,393 | $1,346,825 | 0.60% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 2,820 | $1,346,747 | 0.60% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 1,739 | $1,257,297 | 0.56% | |
| V |
Visa Inc.
PUT
+ SHARES
Financial Services
|
Reduced | 3,579 | $1,227,919 | 0.55% | |
| IQV |
Iqvia Holdings Inc.
PUT
+ SHARES
Healthcare
|
Added | 6,326 | $1,222,309 | 0.54% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Reduced | 10,991 | $1,014,139 | 0.45% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 4,919 | $876,762 | 0.39% | |
| AAPL |
Apple Inc.
Technology
|
Added | 2,650 | $766,804 | 0.34% | |
| MCK |
Mckesson Corp
CALL
Healthcare
|
Held | 1,000 | $755,600 | 0.34% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Added | 1,823 | $705,008 | 0.31% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 1,289 | $662,030 | 0.29% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 6,052 | $582,505 | 0.26% | |
| BNDW |
Vanguard Total World Bond ETF
|
Reduced | 10,283 | $567,415 | 0.25% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 1,319 | $537,175 | 0.24% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
Added | 2,240 | $514,236 | 0.23% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
Reduced | 3,476 | $497,415 | 0.22% | |
| JPM |
Jpmorgan Chase & Co
PUT
+ SHARES
Financial Services
|
NEW | 1,517 | $496,559 | 0.22% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Reduced | 1,324 | $489,932 | 0.22% | |
| MAS |
Masco Corp /De/
Industrials
|
Reduced | 5,781 | $470,399 | 0.21% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Added | 3,809 | $468,925 | 0.21% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Held | 16,396 | $454,169 | 0.20% | |
| MCO |
Moodys Corp /De/
PUT
Financial Services
|
NEW | 1,000 | $452,920 | 0.20% | |
| NVDA |
Nvidia Corp
PUT
+ SHARES
Technology
|
Reduced | 2,182 | $436,596 | 0.19% | |
| NFLX |
Netflix Inc
Communication Services
|
NEW | 6,106 | $435,968 | 0.19% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 565 | $416,066 | 0.18% | |
| CHKP |
Check Point Software Technologies Ltd
Technology
|
Added | 3,056 | $401,650 | 0.18% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 1,266 | $398,587 | 0.18% | |
| PANW |
Palo Alto Networks Inc
PUT
+ SHARES
Technology
|
Reduced | 1,120 | $381,942 | 0.17% | |
| COR |
Cencora, Inc.
Healthcare
|
Added | 1,343 | $380,042 | 0.17% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 2,421 | $379,273 | 0.17% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 1,261 | $369,699 | 0.16% | |
| AON |
Aon plc
PUT
Financial Services
|
Held | 1,000 | $331,690 | 0.15% | |
| ADSK |
Autodesk, Inc.
Technology
|
Added | 1,655 | $321,765 | 0.14% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.