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Portfolio (Quarterly) Guide ↗

One Wealth Map LLC

· CIK 0001802635
13F Portfolio $213M AUM 103 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 23 Added 40 Reduced 3 Exited
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLF SELECT SECTOR SPDR TR 30,795.0 $1.6M 0.75% -283.0 -0.9% $51.92 -1.0%
22 SRVR PACER FDS TR 40,782.0 $1.4M 0.68% -367.0 -0.9% $35.25 -1.8%
23 IDRV ISHARES TR 31,947.0 $1.4M 0.65% -597.0 -1.8% $43.53 +0.7%
24 VNQ VANGUARD INDEX FDS 14,434.0 $1.4M 0.65% -484.0 -3.2% $96.06 +0.9%
25 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,474.0 $1.4M 0.65% -51.0 -1.4% $397.67 +6.3%
26 REZ ISHARES TR 15,306.0 $1.4M 0.65% -86.0 -0.6% $90.13 +1.8%
27 AMAT APPLIED MATLS INC Technology 2,983.0 $1.2M 0.55% -79.0 -2.6% $389.06 +15.2%
28 SCHW SCHWAB CHARLES CORP Financial Services 11,059.0 $1.0M 0.48% -683.0 -5.8% $91.54 -6.5%
29 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,801.0 $671K 0.32% -121.0 -6.3% $372.60 +5.1%
30 DIS DISNEY WALT CO Communication Services 6,386.0 $658K 0.31% -39.0 -0.6% $103.08 +1.1%
31 MA MASTERCARD INCORPORATED Financial Services 1,283.0 $636K 0.30% -35.0 -2.7% $495.48 -0.1%
32 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 469.0 $474K 0.22% -177.0 -27.4% $1011.55 -0.8%
33 VTI VANGUARD INDEX FDS 1,327.0 $471K 0.22% -883.0 -40.0% $355.27 +4.0%
34 ADSK AUTODESK INC Technology 1,594.0 $389K 0.18% -66.0 -4.0% $244.35 -3.0%
35 IYY ISHARES TR 2,000.0 $351K 0.17% -270.0 -11.9% $175.28 +4.0%
36 CHKP CHECK POINT SOFTWARE TECH LT Technology 3,018.0 $346K 0.16% -75.0 -2.4% $114.51 +12.4%
37 ADBE ADOBE INC Technology 1,231.0 $309K 0.14% -55.0 -4.3% $250.71 -5.0%
38 CVX CHEVRON CORPORATION Energy 1,515.0 $289K 0.14% -62.0 -3.9% $190.57 -4.3%
39 VEA VANGUARD TAX-MANAGED FDS 3,399.0 $234K 0.11% -194.0 -5.4% $68.72 +3.9%
40 UWM PROSHARES TR 3,917.0 $230K 0.11% -99.0 -2.5% $58.77 +7.4%
Page 2 of 2  ·  40 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 33.1%
Communication Services 17.6%
Consumer Cyclical 16.6%
Financial Services 15.0%
Healthcare 5.8%
Consumer Defensive 3.1%
Basic Materials 2.9%
Real Estate 2.5%
Industrials 2.1%
Energy 1.3%