One Wealth Management Investment & Advisory Services, LLC
Q4 2025 13F Holdings
- Locationboca raton, FL
- Num holdings
52
- Value ($000)
$91,686
- Date Filed01/14/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
APPLE INC | COM | 037833100 | $13.37M | 15 % | 49,167 | ||
NVIDIA CORPORATION | COM | 67066G104 | $10.35M | 11 % | 55,521 | ||
AMAZON COM INC | COM | 023135106 | $7.36M | 8 % | 31,907 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $6.16M | 7 % | 19,669 | ||
MICROSOFT CORP | COM | 594918104 | $5.94M | 7 % | 12,285 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.92M | 5 % | 8,015 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $4.56M | 5 % | 6,690 | ||
META PLATFORMS INC | CL A | 30303M102 | $4.38M | 5 % | 6,638 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $3.32M | 4 % | 9,895 | ||
TESLA INC | COM | 88160R101 | $2.85M | 3 % | 6,333 |
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