One Wealth Advisors, LLC
Top Portfolio Positions
211 positions ·
$184,334,578 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
141,471 | $35,903,925 | 19.48% | |
| MSFT |
Microsoft Corp
Technology
|
15,574 | $5,765,027 | 3.13% | |
| META |
Meta Platforms, Inc.
Communication Services
|
9,186 | $5,255,586 | 2.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
21,821 | $4,544,659 | 2.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
14,580 | $4,192,624 | 2.27% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
11,871 | $4,011,804 | 2.18% | |
| GLDM |
World Gold Trust
|
36,505 | $3,383,648 | 1.84% | |
| IAU |
Ishares Gold Trust
|
36,009 | $3,174,553 | 1.72% | |
| NVDA |
Nvidia Corp
Technology
|
16,947 | $2,955,556 | 1.60% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
6,710 | $2,494,442 | 1.35% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CARS
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $315,104 | 38,806 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $406,992 | 33,360 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $375,545 | 30,732 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $143,847 | 12,139 | Shares | Sole | 2025-07-17 | |
| No 13F history on record for this holder in this stock. | ||||||