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 Wealth Advisors, LLC (CIK 1725297) reported $803.0M across 304 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($52.3M, 6.51%), AAPL ($35.9M, 4.47%), IVE ($27.6M, 3.43%), DYNF ($26.9M, 3.35%), MUB ($26.6M, 3.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $52.3M | 6.51% | 683,352 | Added |
| 2 | AAPL | APPLE INC | $35.9M | 4.47% | 141,471 | Trimmed |
| 3 | IVE | ISHARES TR | $27.6M | 3.43% | 130,581 | Trimmed |
| 4 | DYNF | BLACKROCK ETF TRUST | $26.9M | 3.35% | 462,709 | Trimmed |
| 5 | MUB | ISHARES TR | $26.6M | 3.31% | 250,587 | Added |
| 6 | IVW | ISHARES TR | $25.6M | 3.19% | 226,392 | Added |
| 7 | VTEB | VANGUARD MUN BD FDS | $24.6M | 3.06% | 492,252 | Added |
| 8 | IVV | ISHARES TR | $23.3M | 2.91% | 35,739 | Trimmed |
| 9 | SCHZ | SCHWAB STRATEGIC TR | $19.8M | 2.46% | 851,946 | Added |
| 10 | QUAL | ISHARES TR | $18.0M | 2.24% | 93,926 | Trimmed |
| 11 | IUSB | ISHARES TR | $16.9M | 2.11% | 366,019 | Added |
| 12 | XTEN | BONDBLOXX ETF TRUST | $16.6M | 2.07% | 362,782 | Added |
| 13 | OEF | ISHARES TR | $15.6M | 1.94% | 48,950 | Trimmed |
| 14 | ESGU | ISHARES TR | $14.3M | 1.79% | 101,423 | Trimmed |
| 15 | CORO | BLACKROCK ETF TRUST | $14.4M | 1.79% | 446,594 | New |
| 16 | EFV | ISHARES TR | $14.3M | 1.78% | 191,970 | Trimmed |
| 17 | IWF | ISHARES TR | $12.8M | 1.59% | 29,968 | Trimmed |
| 18 | GOVT | ISHARES TR | $12.5M | 1.56% | 545,685 | Added |
| 19 | ACWX | ISHARES TR | $12.5M | 1.55% | 182,313 | New |
| 20 | LMUB | ISHARES TR | $12.2M | 1.52% | 243,858 | New |
| 21 | THRO | BLACKROCK ETF TRUST | $12.2M | 1.52% | 337,815 | Added |
| 22 | MBB | ISHARES TR | $12.0M | 1.49% | 126,153 | Added |
| 23 | IVLU | ISHARES TR | $11.6M | 1.44% | 291,435 | Trimmed |
| 24 | BAI | BLACKROCK ETF TRUST | $10.9M | 1.36% | 332,160 | Added |
| 25 | AVEM | AMERICAN CENTY ETF TR | $10.0M | 1.25% | 124,387 | Added |
Source: SEC Form 13F filings · as of 2026-03-31