One Wealth Map LLC

CIK

1802635

Location

LAS VEGAS, NV

Portfolio Value

Micro $28,437,908

Diversification

Diversified

Filing Date

Global Rank

#7,532 / 8,517 ▼ 138

Top Industry

Internet Content & Information 11.5%

3Y Alpha vs SPY

+9.4%

Period ended 46 days ago

Filed Jul 31, 2026 · 15d

25 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+117.1%

SPY

+75.3%

Annualised alpha

+8.9%

Max drawdown

−15.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 97% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

51 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.0%

−19.3 pts

Top 5

26.6%

−22.4 pts

Top 10

46.3%

−15.5 pts

HHI

305

Diversified−605

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	26.5%	$7,538,496	12
Financial Services	22.0%	$6,245,727	11
Communication Services	14.9%	$4,230,727	4
Healthcare	14.7%	$4,183,330	8
Consumer Cyclical	10.8%	$3,080,001	4
Real Estate	2.4%	$692,753	4
Industrials	2.4%	$683,479	2
Basic Materials	2.2%	$626,577	2
Unclassified	1.5%	$416,066	1
Energy	0.9%	$254,773	1
Utilities	0.9%	$248,370	1
Consumer Defensive	0.8%	$237,609	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
ICE	Intercontinental Exchange, Inc.	+1,921	3,809	$468,925
AJG	Arthur J. Gallagher & Co.	+1,240	2,240	$514,236
IQV	Iqvia Holdings Inc.	+1,004	6,326	$1,222,309
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
CVX	Chevron Corp	+22	1,537	$254,773
ELV	Elevance Health, Inc.	+22	1,823	$705,008
COR	Cencora, Inc.	+17	1,343	$380,042
MA	Mastercard Inc	+6	1,289	$662,030
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
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

10 positions

Ticker	Company	Shares	Value
EDV	Vanguard World Funds Extended Duration ETF	181,690	$11,800,765
XLB	State Street Materials Select Sector SPDR ETF	111,659	$5,579,600
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.

Portfolio Positions

Compact Export CSV View 13F filing

51 tracked positions · $28,437,908 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 51 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	4,788	-409	$1,711,087	+14.5%	6.02%
MSFT	Microsoft Corp PUT + SHARES Technology	Reduced	4,059	-439	$1,514,088	−9.1%	5.32%
META	Meta Platforms, Inc. PUT + SHARES Communication Services	Reduced	2,665	-1,298	$1,501,167	−33.8%	5.28%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,232	-857	$1,485,334	+0.6%	5.22%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,820	-654	$1,346,747	+14.7%	4.74%
AMAT	Applied Materials Inc /De Technology	Reduced	1,739	-1,244	$1,257,297	+23.3%	4.42%
V	Visa Inc. PUT + SHARES Financial Services	Reduced	3,579	-228	$1,227,919	+6.7%	4.32%
IQV	Iqvia Holdings Inc. PUT + SHARES Healthcare	Added	6,326	+1,004	$1,222,309	+34.7%	4.30%
SCHW	Schwab Charles Corp Financial Services	Reduced	10,991	-68	$1,014,139	−2.4%	3.57%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	4,919	+328	$876,762	+12.6%	3.08%
AAPL	Apple Inc. Technology	Added	2,650	+192	$766,804	+22.9%	2.70%
MCK	Mckesson Corp CALL Healthcare	Held	1,000	0	$755,600	−12.7%	2.66%
ELV	Elevance Health, Inc. Healthcare	Added	1,823	+22	$705,008	+33.7%	2.48%
MA	Mastercard Inc Financial Services	Added	1,289	+6	$662,030	+3.3%	2.33%
DIS	Walt Disney Co Communication Services	Reduced	6,052	-334	$582,505	−5.4%	2.05%
SPGI	S&P Global Inc. Financial Services	Added	1,319	+319	$537,175	+26.3%	1.89%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	2,240	+1,240	$514,236	+137.4%	1.81%
ABNB	Airbnb, Inc. Consumer Cyclical	Reduced	3,476	-247	$497,415	+5.8%	1.75%
JPM	Jpmorgan Chase & Co PUT + SHARES Financial Services	NEW	1,517	NEW	$496,559	NEW	1.75%
MAS	Masco Corp /De/ Industrials	Reduced	5,781	-731	$470,399	+19.7%	1.65%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	3,809	+1,921	$468,925	+57.9%	1.65%
MCO	Moodys Corp /De/ PUT Financial Services	NEW	1,000	NEW	$452,920	NEW	1.59%
NVDA	Nvidia Corp PUT + SHARES Technology	Reduced	2,182	-9	$436,596	+14.3%	1.54%
NFLX	Netflix Inc Communication Services	NEW	6,106	NEW	$435,968	NEW	1.53%
QQQ	Invesco Qqq Trust, Series 1	Reduced	565	-56	$416,066	+16.1%	1.46%
CHKP	Check Point Software Technologies Ltd Technology	Added	3,056	+38	$401,650	−6.8%	1.41%
SYK	Stryker Corp Healthcare	Added	1,266	+262	$398,587	+20.8%	1.40%
PANW	Palo Alto Networks Inc PUT + SHARES Technology	Reduced	1,120	-302	$381,942	+67.5%	1.34%
COR	Cencora, Inc. Healthcare	Added	1,343	+17	$380,042	−8.8%	1.34%
CRM	Salesforce, Inc. Technology	Added	2,421	+129	$379,273	−11.4%	1.33%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	1,261	-1	$369,699	+0.8%	1.30%
AON	Aon plc PUT Financial Services	Held	1,000	0	$331,690	+2.8%	1.17%
ADSK	Autodesk, Inc. Technology	Added	1,655	+61	$321,765	−15.7%	1.13%
DXCM	Dexcom Inc Healthcare	Reduced	4,747	-153	$319,710	+3.9%	1.12%
ARI	Apollo Commercial Real Estate Finance, Inc. Real Estate	Reduced	27,319	-4,541	$291,766	−13.3%	1.03%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	545	-11	$272,712	+2.4%	0.96%
CBOE	Cboe Global Markets, Inc. PUT + SHARES Financial Services	NEW	1,102	NEW	$267,422	NEW	0.94%
NLY	Annaly Capital Management Inc Real Estate	Reduced	11,766	-1,108	$263,087	−3.4%	0.93%
ADBE	Adobe Inc. Technology	Added	1,283	+52	$263,040	−12.1%	0.92%
ECL	Ecolab Inc. Basic Materials	Reduced	922	-2,095	$256,878	−68.0%	0.90%
CVX	Chevron Corp Energy	Added	1,537	+22	$254,773	−18.7%	0.90%
CEG	Constellation Energy Corp PUT Utilities	Held	1,000	0	$248,370	−11.1%	0.87%
UBER	Uber Technologies, Inc Technology	Reduced	3,400	-285	$245,344	−7.4%	0.86%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	254	-215	$237,609	−49.2%	0.84%
ADP	Automatic Data Processing Inc PUT Technology	NEW	1,000	NEW	$223,950	NEW	0.79%
LOW	Lowes Companies Inc PUT Consumer Cyclical	NEW	1,000	NEW	$220,490	NEW	0.78%
RSG	Republic Services, Inc. PUT Industrials	Held	1,000	0	$213,080	−2.7%	0.75%
VEEV	Veeva Systems Inc Healthcare	NEW	1,162	NEW	$206,220	NEW	0.73%
RMD	Resmed Inc PUT + SHARES Healthcare	NEW	1,005	NEW	$195,854	NEW	0.69%
ABR	Arbor Realty Trust Inc Real Estate	Held	20,229	0	$109,641	−29.7%	0.39%

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.