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 $220.1M across 90 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CWB ($38.2M, 17.37%), EDV ($13.3M, 6.05%), TIP ($8.6M, 3.91%), BLV ($8.2M, 3.72%), VCLT ($8.0M, 3.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CWB | SPDR SERIES TRUST | $38.2M | 17.37% | 388,508 | Added |
| 2 | EDV | VANGUARD WORLD FD | $13.3M | 6.05% | 221,145 | Added |
| 3 | TIP | ISHARES TR | $8.6M | 3.91% | 79,899 | Added |
| 4 | BLV | VANGUARD BD INDEX FDS | $8.2M | 3.72% | 123,480 | Added |
| 5 | VCLT | VANGUARD SCOTTSDALE FDS | $8.0M | 3.62% | 110,719 | Added |
| 6 | DES | WISDOMTREE TR | $7.7M | 3.51% | 189,509 | Added |
| 7 | XLP | SELECT SECTOR SPDR TR | $7.6M | 3.47% | 87,522 | Added |
| 8 | DLN | WISDOMTREE TR | $7.5M | 3.41% | 76,725 | Added |
| 9 | XLV | SELECT SECTOR SPDR TR | $7.2M | 3.28% | 43,386 | Added |
| 10 | XLI | SELECT SECTOR SPDR TR | $6.8M | 3.08% | 38,366 | Added |
| 11 | XLE | SELECT SECTOR SPDR TR | $6.6M | 3.00% | 112,418 | Added |
| 12 | IGIB | ISHARES TR | $6.2M | 2.83% | 119,212 | Added |
| 13 | XLB | SELECT SECTOR SPDR TR | $6.0M | 2.70% | 115,018 | Added |
| 14 | XLK | SELECT SECTOR SPDR TR | $5.6M | 2.56% | 33,855 | Trimmed |
| 15 | XLU | SELECT SECTOR SPDR TR | $4.9M | 2.24% | 109,651 | Added |
| 16 | FLOT | ISHARES TR | $4.7M | 2.14% | 92,513 | Hold |
| 17 | PRF | INVESCO EXCHANGE TRADED FD T | $4.7M | 2.13% | 86,410 | Added |
| 18 | IWB | ISHARES TR | $4.1M | 1.86% | 10,261 | Added |
| 19 | XLY | SELECT SECTOR SPDR TR | $3.6M | 1.63% | 32,154 | Added |
| 20 | IGSB | ISHARES TR | $2.4M | 1.09% | 46,047 | Added |
| 21 | PID | INVESCO EXCHANGE TRADED FD T | $2.1M | 0.94% | 87,885 | Added |
| 22 | SDY | SPDR SERIES TRUST | $2.0M | 0.93% | 12,925 | Trimmed |
| 23 | STIP | ISHARES TR | $2.0M | 0.90% | 19,534 | Added |
| 24 | VTIP | VANGUARD MALVERN FDS | $2.0M | 0.89% | 39,548 | Added |
| 25 | PKW | INVESCO EXCHANGE TRADED FD T | $1.8M | 0.84% | 12,513 | Added |
Source: SEC Form 13F filings · as of 2026-06-30