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Portfolio (Quarterly) Guide ↗

One Wealth Advisors, LLC

· CIK 0001725297
13F Portfolio $906M AUM 326 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 48 New 114 Added 106 Reduced 26 Exited
Page 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UAL UNITED AIRLS HLDGS INC Industrials 2,256.0 $307K 0.03% NEW $135.99 -18.6%
22 HLF HERBALIFE LTD Consumer Defensive 23,317.0 $307K 0.03% NEW $13.15 -8.8%
23 BWA BORGWARNER INC Consumer Cyclical 4,586.0 $305K 0.03% NEW $66.40 -8.8%
24 FORTINET INC 1,881.0 $289K 0.03% NEW $153.62
25 CRM SALESFORCE INC Technology 1,780.0 $279K 0.03% NEW $156.66 +51.7%
26 MRVL MARVELL TECHNOLOGY INC Technology 908.0 $270K 0.03% NEW $297.89 -12.4%
27 XNTK SPDR SERIES TRUST 680.0 $266K 0.03% NEW $390.65 -2.3%
28 IYJ ISHARES TR 1,487.0 $248K 0.03% NEW $166.65 -6.3%
29 FTDR FRONTDOOR INC Consumer Cyclical 3,191.0 $248K 0.03% NEW $77.59 -4.7%
30 MSGE SPHERE ENTERTAINMENT CO Communication Services 1,419.0 $246K 0.03% NEW $173.03 -54.6%
31 HST HOST HOTELS & RESORTS INC Real Estate 10,299.0 $244K 0.03% NEW $23.71 -6.6%
32 TIP ISHARES TR 2,180.0 $239K 0.03% NEW $109.43 -4.2%
33 UNH UNITEDHEALTH GROUP INC Healthcare 570.0 $237K 0.03% NEW $415.71 -10.7%
34 CORPAY INC 699.0 $233K 0.03% NEW $333.27
35 APA APA CORPORATION Energy 7,124.0 $232K 0.03% NEW $32.57 +34.2%
36 GNMA ISHARES TR 5,221.0 $231K 0.03% NEW $44.23 -4.3%
37 EXPE EXPEDIA GROUP INC Consumer Cyclical 898.0 $230K 0.03% NEW $255.88 +1.2%
38 YOU CLEAR SECURE INC Technology 3,894.0 $217K 0.02% NEW $55.73 -30.2%
39 HONEYWELL AEROSPACE INC 970.0 $214K 0.02% NEW $221.08
40 MOOG INC 501.0 $212K 0.02% NEW $423.84
Page 2 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.7%
Financial Services 17.7%
Consumer Cyclical 10.0%
Industrials 8.1%
Healthcare 7.4%
Communication Services 7.2%
Consumer Defensive 3.0%
Energy 2.6%
Basic Materials 2.1%
Real Estate 0.7%