One Wealth Management Investment & Advisory Services, LLC
Q3 2025 13F Holdings
- Locationboca raton, FL
- Num holdings
50
- Value ($000)
$86,098
- Date Filed10/29/2025
- Form type13F-HR
- CIK0002009427
- 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 |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $12.47 M | 15 % | 48,957 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $10.22 M | 12 % | 54,791 | ||
AMZN AMAZON COM INC | COM | 023135106 | $6.93 M | 8 % | 31,565 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.36 M | 7 % | 12,277 | ||
META META PLATFORMS INC | CL A | 30303M102 | $4.91 M | 6 % | 6,684 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $4.82 M | 6 % | 19,815 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.58 M | 5 % | 7,626 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $4.08 M | 5 % | 6,121 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $3.20 M | 4 % | 31,741 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $3.05 M | 4 % | 9,291 |
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