One Degree Advisors Inc

CIK

2005743

Location

SAN DIEGO, CA

Portfolio Value

Micro $36,073,041

Diversification

Diversified

Filing Date

Global Rank

#7,299 / 8,517 ▼ 47

Top Industry

Semiconductors 28.6%

3Y Alpha vs SPY

-1.6%

Period ended 46 days ago

Filed Aug 3, 2026 · 12d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–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

+50.6%

SPY

+55.7%

Annualised alpha

-1.6%

Max drawdown

−15.7%

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 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

24.2%

−22.6 pts

Top 5

65.2%

−11.3 pts

Top 10

81.0%

−6.3 pts

HHI

1,303

Diversified−1,182

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	57.7%	$20,813,611	7
Industrials	7.7%	$2,794,356	2
Consumer Defensive	7.6%	$2,736,249	1
Healthcare	6.0%	$2,171,274	4
Unclassified	5.4%	$1,954,405	1
Consumer Cyclical	4.5%	$1,628,944	3
Communication Services	4.1%	$1,490,508	2
Utilities	3.2%	$1,140,889	1
Energy	1.6%	$564,844	2
Financial Services	1.2%	$443,062	2
Real Estate	0.9%	$326,836	1
Basic Materials	0.0%	$8,063	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+15,841	30,140	$8,721,310
QQQ	Invesco Qqq Trust, Series 1	+772	2,654	$1,954,405
NVDA	Nvidia Corp	+667	3,429	$686,108
TSLA	Tesla, Inc.	+538	1,825	$767,595
CVX	Chevron Corp	+243	1,761	$291,903
AMZN	Amazon Com Inc	+172	2,479	$590,844
QCOM	Qualcomm Inc/De	+74	2,422	$447,561
HD	Home Depot, Inc.	+10	767	$270,505
MSFT	Microsoft Corp	+5	2,398	$894,501
LRCX	Lam Research Corp	+3	3,287	$1,424,355
WELL	Welltower Inc.	+2	1,440	$326,836
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−4,276	3,586	$1,281,528
SRE	Sempra	−446	12,306	$1,140,889
MA	Mastercard Inc	−39	413	$212,116
COST	Costco Wholesale Corp /New	−16	2,925	$2,736,249
JNJ	Johnson & Johnson	−9	1,079	$274,033
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
AVGO	Broadcom Inc.	21,929	$8,283,679
UNH	Unitedhealth Group Inc	1,715	$712,805
AMD	Advanced Micro Devices Inc	613	$356,097
VLO	Valero Energy Corp/Tx	1,048	$272,941
BMO	Bank Of Montreal /Can/	1,307	$230,946
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	375,039	$24,032,499
VIG	Vanguard Dividend Appreciation ETF	30,117	$6,476,962
VEU	Vanguard FTSE All-World Ex-US ETF	14,143	$1,062,139
BNDX	Vanguard Total International Bond ETF	4,744	$227,949
IAU	Ishares Gold Trust	2,308	$203,473
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

27 tracked positions · $36,073,041 total · filing declares 82 positions · $448,029 · as of Jun 30, 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	Added	30,140	+15,841	$8,721,310	+140.3%	24.18%
AVGO	Broadcom Inc. Technology	NEW	21,929	NEW	$8,283,679	NEW	22.96%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,925	-16	$2,736,249	−6.6%	7.59%
QQQ	Invesco Qqq Trust, Series 1	Added	2,654	+772	$1,954,405	+79.9%	5.42%
CAT	Caterpillar Inc Industrials	Held	1,722	0	$1,833,757	+50.3%	5.08%
LRCX	Lam Research Corp Technology	Added	3,287	+3	$1,424,355	+103.0%	3.95%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,586	-4,276	$1,281,528	−43.2%	3.55%
SRE	Sempra Utilities	Reduced	12,306	-446	$1,140,889	−7.9%	3.16%
PCAR	Paccar Inc Industrials	Held	7,997	0	$960,599	+4.0%	2.66%
MSFT	Microsoft Corp Technology	Added	2,398	+5	$894,501	+1.0%	2.48%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,825	+538	$767,595	+60.4%	2.13%
UNH	Unitedhealth Group Inc Healthcare	NEW	1,715	NEW	$712,805	NEW	1.98%
NVDA	Nvidia Corp Technology	Added	3,429	+667	$686,108	+42.4%	1.90%
CAH	Cardinal Health Inc Healthcare	Held	2,788	0	$662,317	+12.4%	1.84%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,479	+172	$590,844	+23.0%	1.64%
MCK	Mckesson Corp Healthcare	Held	691	0	$522,119	−12.7%	1.45%
QCOM	Qualcomm Inc/De Technology	Added	2,422	+74	$447,561	+48.0%	1.24%
AMD	Advanced Micro Devices Inc Technology	NEW	613	NEW	$356,097	NEW	0.99%
WELL	Welltower Inc. Real Estate	Added	1,440	+2	$326,836	+15.0%	0.91%
CVX	Chevron Corp Energy	Added	1,761	+243	$291,903	−7.1%	0.81%
JNJ	Johnson & Johnson Healthcare	Reduced	1,079	-9	$274,033	+3.0%	0.76%
VLO	Valero Energy Corp/Tx Energy	NEW	1,048	NEW	$272,941	NEW	0.76%
HD	Home Depot, Inc. Consumer Cyclical	Added	767	+10	$270,505	+8.7%	0.75%
BMO	Bank Of Montreal /Can/ Financial Services	NEW	1,307	NEW	$230,946	NEW	0.64%
MA	Mastercard Inc Financial Services	Reduced	413	-39	$212,116	−6.1%	0.59%
META	Meta Platforms, Inc. Communication Services	Held	371	0	$208,980	−1.5%	0.58%
BIOX	Bioceres Crop Solutions Corp. Basic Materials	Held	23,038	0	$8,063	−21.3%	0.02%

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.