One Wealth Capital Management, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationscottsdale, AZ
- CIK0002050308
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
135 | $234.88M | MSFT, IVV, DYNF, IVE | 13F-HR | Feb 17, 2026 | 000205030826000001 | ||
122 | $222.92M | MSFT, IVV, DYNF, IUSB | 13F-HR | Nov 12, 2025 | 000205030825000008 | ||
110 | $213.04M | MSFT, IVV, IUSB, MUB | 13F-HR | Aug 6, 2025 | 000205030825000003 | ||
106 | $186.4M | MSFT, IVV, IUSB, MUB | 13F-HR | May 15, 2025 | 000205030825000002 | ||
109 | $197.13M | MSFT, IVV, IUSB, MUB | 13F-HR | Jan 7, 2025 | 000205030825000001 |