Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ONE Advisory Partners, LLC (CIK 1819695) reported $324.4M across 71 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($33.6M, 10.34%), IUSB ($32.8M, 10.12%), CORO ($20.1M, 6.20%), IVE ($19.7M, 6.09%), IVW ($19.0M, 5.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $33.6M | 10.34% | 51,380 | Added |
| 2 | IUSB | ISHARES TR | $32.8M | 10.12% | 711,117 | Added |
| 3 | CORO | BLACKROCK ETF TRUST | $20.1M | 6.20% | 625,305 | New |
| 4 | IVE | ISHARES TR | $19.7M | 6.09% | 93,533 | Trimmed |
| 5 | IVW | ISHARES TR | $19.0M | 5.86% | 168,047 | Added |
| 6 | DYNF | BLACKROCK ETF TRUST | $17.5M | 5.39% | 300,825 | Trimmed |
| 7 | LOAR | LOAR HOLDINGS INC | $16.8M | 5.18% | 293,319 | Hold |
| 8 | QUAL | ISHARES TR | $11.3M | 3.49% | 58,980 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $10.1M | 3.10% | 57,702 | Trimmed |
| 10 | EFV | ISHARES TR | $9.4M | 2.91% | 126,810 | Trimmed |
| 11 | SPEM | SPDR INDEX SHS FDS | $8.9M | 2.75% | 190,004 | Trimmed |
| 12 | BAI | BLACKROCK ETF TRUST | $8.9M | 2.75% | 271,231 | Added |
| 13 | MTUM | ISHARES TR | $8.7M | 2.69% | 36,347 | Added |
| 14 | THRO | BLACKROCK ETF TRUST | $8.2M | 2.52% | 225,851 | Added |
| 15 | GOVT | ISHARES TR | $8.1M | 2.51% | 355,357 | Added |
| 16 | VMBS | VANGUARD SCOTTSDALE FDS | $8.1M | 2.51% | 173,324 | Added |
| 17 | VTEB | VANGUARD MUN BD FDS | $7.3M | 2.26% | 147,252 | Added |
| 18 | SHLD | GLOBAL X FDS | $6.4M | 1.99% | 91,025 | Added |
| 19 | BLCR | BLACKROCK ETF TRUST | $6.3M | 1.95% | 154,106 | New |
| 20 | TLH | ISHARES TR | $6.0M | 1.86% | 59,907 | Trimmed |
| 21 | BNDX | VANGUARD CHARLOTTE FDS | $5.7M | 1.74% | 117,791 | Added |
| 22 | MUB | ISHARES TR | $5.5M | 1.68% | 51,374 | Trimmed |
| 23 | BINC | BLACKROCK ETF TRUST II | $4.9M | 1.53% | 95,292 | Trimmed |
| 24 | OEF | ISHARES TR | $4.5M | 1.39% | 14,142 | Trimmed |
| 25 | LMUB | ISHARES TR | $3.6M | 1.11% | 72,398 | New |
Source: SEC Form 13F filings · as of 2026-03-31