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 Capital Management, LLC (CIK 1606588) reported $3.65B across 521 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IGIB ($311.1M, 8.53%), MUB ($170.5M, 4.67%), FFOX ($160.8M, 4.41%), DFAI ($115.1M, 3.16%), NVDA ($98.8M, 2.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IGIB | iShares 5-10 Year Investment Grade Corp Bond ETF | $311.1M | 8.53% | 5.8M | Added |
| 2 | MUB | iShares National Muni Bond ETF | $170.5M | 4.67% | 1.6M | Added |
| 3 | FFOX | FundX Future Fund Opportunities | $160.8M | 4.41% | 6.1M | Added |
| 4 | DFAI | Dimensional Intern Core EQT MKT ETF | $115.1M | 3.16% | 3.0M | Added |
| 5 | NVDA | NVIDIA Corp | $98.8M | 2.71% | 566,479 | Added |
| 6 | USHY | iShares Broad USD High Yield Corp Bond ETF | $96.2M | 2.64% | 2.6M | Added |
| 7 | IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | $82.6M | 2.27% | 1.6M | Added |
| 8 | FFND | ONE Global ETF | $79.9M | 2.19% | 2.8M | Added |
| 9 | FTSL | First Trust Senior Loan ETF | $64.5M | 1.77% | 1.4M | Added |
| 10 | MSFT | Microsoft Corp | $53.1M | 1.46% | 143,551 | Added |
| 11 | VUG | Vanguard Growth ETF | $48.8M | 1.34% | 111,641 | Added |
| 12 | XCOR | FundX ETF | $48.2M | 1.32% | 628,924 | Trimmed |
| 13 | TIP | iShares TIPS Bond ETF | $47.9M | 1.31% | 434,073 | Added |
| 14 | VONG | Vanguard Russell 1000 Growth ETF | $45.7M | 1.25% | 416,362 | Added |
| 15 | DGRW | WisdomTree U.S. Quality Dividend Growth ETF | $43.8M | 1.20% | 498,699 | Trimmed |
| 16 | GOOG | Alphabet Inc. C | $42.9M | 1.18% | 149,566 | Added |
| 17 | VTEB | Vanguard Tax-Exempt Bond ETF | $42.2M | 1.16% | 845,847 | Added |
| 18 | XFLX | FundX Flexible ETF | $41.8M | 1.15% | 1.9M | Added |
| 19 | IVV | iShares Core S&P 500 ETF | $41.0M | 1.13% | 62,839 | Added |
| 20 | IWY | iShares Russell Top 200 Growth ETF | $40.6M | 1.11% | 162,986 | Added |
| 21 | QQQ | Invesco QQQ Trust | $40.0M | 1.10% | 69,274 | Added |
| 22 | XLG | Invesco S&P500 Top 50 ETF | $38.5M | 1.05% | 704,917 | Added |
| 23 | BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | $37.0M | 1.02% | 404,120 | Added |
| 24 | IDV | iShares International Select Dividend ETF | $35.3M | 0.97% | 828,851 | Added |
| 25 | MGC | Vanguard Mega Cap ETF | $33.8M | 0.93% | 143,204 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31