One Wealth Advisors, LLC
Top Portfolio Positions
209 positions ·
$183,362,332 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
141,471 | $35,903,925 | 19.58% | |
| MSFT |
Microsoft Corp
Technology
|
15,574 | $5,765,027 | 3.14% | |
| META |
Meta Platforms, Inc.
Communication Services
|
9,186 | $5,255,586 | 2.87% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
21,821 | $4,544,659 | 2.48% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
14,580 | $4,192,624 | 2.29% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
11,871 | $4,011,804 | 2.19% | |
| GLDM |
World Gold Trust
|
36,505 | $3,383,648 | 1.85% | |
| IAU |
Ishares Gold Trust
|
36,009 | $3,174,553 | 1.73% | |
| NVDA |
Nvidia Corp
Technology
|
16,947 | $2,955,556 | 1.61% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
6,710 | $2,494,442 | 1.36% |
Portfolio Trend
Holdings in ADUR
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $232,878 | 22,200 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $229,992 | 22,200 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $297,480 | 22,200 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $198,912 | 22,200 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $112,554 | 22,200 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $137,862 | 22,200 | Shares | Sole | 2025-01-24 | |
| No 13F history on record for this holder in this stock. | ||||||