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 Map LLC (CIK 1802635) reported $212.8M across 77 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CWB ($37.8M, 17.78%), EDV ($11.5M, 5.43%), TIP ($8.1M, 3.79%), BLV ($7.8M, 3.65%), VCLT ($7.6M, 3.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CWB | SPDR SERIES TRUST | $37.8M | 17.78% | 371,488 | Trimmed |
| 2 | EDV | VANGUARD WORLD FD | $11.5M | 5.43% | 181,690 | Added |
| 3 | TIP | ISHARES TR | $8.1M | 3.79% | 72,435 | Added |
| 4 | BLV | VANGUARD BD INDEX FDS | $7.8M | 3.65% | 113,876 | Added |
| 5 | VCLT | VANGUARD SCOTTSDALE FDS | $7.6M | 3.56% | 101,681 | Trimmed |
| 6 | DES | WISDOMTREE TR | $7.1M | 3.33% | 183,610 | Trimmed |
| 7 | DLN | WISDOMTREE TR | $7.0M | 3.27% | 73,930 | Trimmed |
| 8 | XLP | SELECT SECTOR SPDR TR | $6.9M | 3.25% | 82,057 | Trimmed |
| 9 | XLI | SELECT SECTOR SPDR TR | $6.6M | 3.08% | 37,940 | Trimmed |
| 10 | XLE | SELECT SECTOR SPDR TR | $6.4M | 3.02% | 109,115 | Trimmed |
| 11 | XLV | SELECT SECTOR SPDR TR | $5.9M | 2.76% | 40,416 | Trimmed |
| 12 | XLK | SELECT SECTOR SPDR TR | $5.8M | 2.73% | 35,930 | Trimmed |
| 13 | IGIB | ISHARES TR | $5.7M | 2.69% | 107,937 | Trimmed |
| 14 | XLB | SELECT SECTOR SPDR TR | $5.7M | 2.69% | 111,659 | Trimmed |
| 15 | XLU | SELECT SECTOR SPDR TR | $4.9M | 2.30% | 105,006 | Trimmed |
| 16 | FLOT | ISHARES TR | $4.7M | 2.21% | 92,513 | New |
| 17 | PRF | INVESCO EXCHANGE TRADED FD T | $4.3M | 2.02% | 82,926 | Trimmed |
| 18 | IWB | ISHARES TR | $3.8M | 1.77% | 9,548 | Trimmed |
| 19 | XLY | SELECT SECTOR SPDR TR | $3.6M | 1.67% | 30,009 | Trimmed |
| 20 | META | META PLATFORMS INC | $2.4M | 1.13% | 3,963 | Added |
| 21 | IGSB | ISHARES TR | $2.2M | 1.02% | 41,302 | Added |
| 22 | GOOGL | ALPHABET INC | $2.0M | 0.94% | 5,197 | Trimmed |
| 23 | PID | INVESCO EXCHANGE TRADED FD T | $2.0M | 0.93% | 87,010 | Trimmed |
| 24 | SDY | SPDR SERIES TRUST | $1.9M | 0.91% | 13,054 | Added |
| 25 | AMZN | AMAZON COM INC | $1.9M | 0.89% | 7,089 | Added |
Source: SEC Form 13F filings · as of 2026-03-31