One Wealth Advisors, LLC
Q4 2025 13F Holdings
- Locationsan francisco, CA
- Num holdings
298
- Value ($000)
$818,408
- Date Filed02/02/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $46.63M | 6 % | 581,253 | ||
APPLE INC | COM | 037833100 | $40.61M | 5 % | 149,370 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $32.26M | 4 % | 530,580 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | $28.3M | 4 % | 133,456 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $26.71M | 3 % | 216,660 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | $25.8M | 3 % | 240,913 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $24.86M | 3 % | 36,302 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $24.09M | 3 % | 478,993 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | $20.53M | 3 % | 287,528 | ||
INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 46137V233 | $20.37M | 3 % | 343,632 |
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