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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 15 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CDW CDW CORP Technology 1,863.0 $262K 0.03% -8K -81.2% $140.64 +3.9%
282 WAB WABTEC Industrials 968.0 $261K 0.03% $269.60 +8.4%
283 MCD MCDONALDS CORP Consumer Cyclical 949.0 $257K 0.03% +18.0 +1.9% $270.31 -11.8%
284 ENTERGY CORP NEW 2,231.0 $256K 0.03% $114.86
285 IWL ISHARES TR 1,385.0 $256K 0.03% -42.0 -2.9% $184.95 +3.4%
286 HUBB HUBBELL INC Industrials 482.0 $252K 0.03% +7.0 +1.5% $523.20 -11.4%
287 TEAM ATLASSIAN CORPORATION Technology 3,236.0 $252K 0.03% -300.0 -8.5% $77.79 +150.8%
288 IYJ ISHARES TR 1,487.0 $248K 0.03% NEW $166.65 -6.3%
289 FTDR FRONTDOOR INC Consumer Cyclical 3,191.0 $248K 0.03% NEW $77.59 -4.7%
290 MSGE SPHERE ENTERTAINMENT CO Communication Services 1,419.0 $246K 0.03% NEW $173.03 -54.6%
291 BKLC BNY MELLON ETF TRUST 1,704.0 $244K 0.03% $47.80 +3.0%
292 HST HOST HOTELS & RESORTS INC Real Estate 10,299.0 $244K 0.03% NEW $23.71 -6.6%
293 TIP ISHARES TR 2,180.0 $239K 0.03% NEW $109.43 -4.2%
294 ABT ABBOTT LABORATORIES Healthcare 2,628.0 $238K 0.03% -14.0 -0.5% $90.75 +14.0%
295 TLK TELEKOMUNIKASI IND Communication Services 17,687.0 $238K 0.03% -486.0 -2.7% $13.43 +0.3%
296 UNH UNITEDHEALTH GROUP INC Healthcare 570.0 $237K 0.03% NEW $415.71 -10.7%
297 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 252.0 $236K 0.03% $935.47 -3.3%
298 CORPAY INC 699.0 $233K 0.03% NEW $333.27
299 APA APA CORPORATION Energy 7,124.0 $232K 0.03% NEW $32.57 +34.2%
300 GNMA ISHARES TR 5,221.0 $231K 0.03% NEW $44.23 -4.3%
Page 15 of 17  ·  326 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%