One Degree Advisors Inc

CIK

2005743

Location

SAN DIEGO, CA

Portfolio Value

Micro $18,303,770

Diversification

Diversified

Filing Date

Global Rank

#7,431 / 8,232 ▲ 216

Top Industry

Consumer Electronics 21.3%

3Y Alpha vs SPY

-1.5%

Period ended 2 months ago

Filed May 1, 2026 · 43d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

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

Cloned portfolio

+48.4%

SPY

+52.9%

Annualised alpha

-1.5%

Max drawdown

−20.8%

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

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

Top Position

19.8%

−1.3 pts

Top 5

55.2%

+1.1 pts

Top 10

77.6%

+1.6 pts

HHI

926

Diversified−1

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.8%	$6,000,485	5
Consumer Defensive	16.0%	$2,930,500	1
Industrials	11.7%	$2,143,621	2
Healthcare	7.9%	$1,453,045	3
Unclassified	7.0%	$1,289,725	2
Utilities	6.8%	$1,239,111	1
Consumer Cyclical	6.6%	$1,207,889	3
Communication Services	6.6%	$1,204,917	2
Energy	1.7%	$314,074	1
Real Estate	1.6%	$284,306	1
Financial Services	1.2%	$225,846	1
Basic Materials	0.1%	$10,251	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	+242	1,882	$1,086,252
TSLA	Tesla, Inc.	+161	1,287	$478,442
META	Meta Platforms, Inc.	+23	371	$212,260
CVX	Chevron Corp	+2	1,518	$314,074
CAH	Cardinal Health Inc	+2	2,788	$589,132
CAT	Caterpillar Inc	+1	1,722	$1,219,968
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−307	2,762	$481,692
LRCX	Lam Research Corp	−264	3,284	$701,659
COST	Costco Wholesale Corp /New	−202	2,941	$2,930,500
AAPL	Apple Inc.	−174	14,299	$3,628,943
HD	Home Depot, Inc.	−151	757	$248,969
AMZN	Amazon Com Inc	−139	2,307	$480,478
MSFT	Microsoft Corp	−116	2,393	$885,816
MA	Mastercard Inc	−75	452	$225,846
MCK	Mckesson Corp	−27	691	$597,963
JNJ	Johnson & Johnson	−22	1,088	$265,950
GOOGL	Alphabet Inc.	−16	3,452	$992,657
QCOM	Qualcomm Inc/De	−2	2,348	$302,375
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
IAU	Ishares Gold Trust	2,308	$203,473
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
WDAY	Workday, Inc.	1,175	$252,366
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

23 positions · $18,303,770 total · 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
AAPL	Apple Inc. Technology	Reduced	14,299	-174	$3,628,943	−7.8%	19.83%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,941	-202	$2,930,500	+8.1%	16.01%
SRE	Sempra Utilities	Held	12,752	0	$1,239,111	+10.1%	6.77%
CAT	Caterpillar Inc Industrials	Added	1,722	+1	$1,219,968	+23.7%	6.67%
QQQ	Invesco Qqq Trust, Series 1	Added	1,882	+242	$1,086,252	+7.8%	5.93%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,452	-16	$992,657	−8.6%	5.42%
PCAR	Paccar Inc Industrials	Held	7,997	0	$923,653	+5.5%	5.05%
MSFT	Microsoft Corp Technology	Reduced	2,393	-116	$885,816	−27.0%	4.84%
LRCX	Lam Research Corp Technology	Reduced	3,284	-264	$701,659	+15.5%	3.83%
MCK	Mckesson Corp Healthcare	Reduced	691	-27	$597,963	+1.5%	3.27%
CAH	Cardinal Health Inc Healthcare	Added	2,788	+2	$589,132	+2.9%	3.22%
NVDA	Nvidia Corp Technology	Reduced	2,762	-307	$481,692	−15.8%	2.63%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,307	-139	$480,478	−14.9%	2.63%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,287	+161	$478,442	−5.5%	2.61%
CVX	Chevron Corp Energy	Added	1,518	+2	$314,074	+35.9%	1.72%
QCOM	Qualcomm Inc/De Technology	Reduced	2,348	-2	$302,375	−24.8%	1.65%
WELL	Welltower Inc. Real Estate	Held	1,438	0	$284,306	+6.5%	1.55%
JNJ	Johnson & Johnson Healthcare	Reduced	1,088	-22	$265,950	+15.8%	1.45%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	757	-151	$248,969	−20.3%	1.36%
MA	Mastercard Inc Financial Services	Reduced	452	-75	$225,846	−24.9%	1.23%
META	Meta Platforms, Inc. Communication Services	Added	371	+23	$212,260	−7.6%	1.16%
IAU	Ishares Gold Trust	NEW	2,308	NEW	$203,473	NEW	1.11%
BIOX	Bioceres Crop Solutions Corp. Basic Materials	Held	23,038	0	$10,251	−66.0%	0.06%