One Wealth Advisors, LLC
Q3 2025 13F Holdings
- Locationsan francisco, CA
- Num holdings
307
- Value ($000)
$796,884
- Date Filed11/03/2025
- Form type13F-HR
- CIK0001725297
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $44.74 M | 6 % | 571,089 | ||
AAPL APPLE INC | COM | 037833100 | $40.82 M | 5 % | 160,309 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $30.47 M | 4 % | 514,722 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $27.27 M | 3 % | 140,188 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $25.42 M | 3 % | 210,597 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $24.62 M | 3 % | 36,790 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $24.51 M | 3 % | 489,429 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $22.99 M | 3 % | 215,907 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $20.13 M | 3 % | 296,807 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $19.82 M | 3 % | 95,997 |
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