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Portfolio (Quarterly) Guide ↗

One Wealth Map LLC

· CIK 0001802635
13F Portfolio $197M AUM 77 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 77 New
Page 3 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MORT VANECK ETF TRUST 98,173.0 $1.1M 0.54% NEW $10.73 -5.4%
42 BKNG BOOKING HOLDINGS INC Consumer Cyclical 201.0 $1.0M 0.52% NEW $5111.11 -96.7%
43 AMAT APPLIED MATLS INC Technology 3,062.0 $1.0M 0.51% NEW $328.44 +36.5%
44 ITB ISHARES TR 9,407.0 $966K 0.49% NEW $102.68 -8.9%
45 VTI VANGUARD INDEX FDS 2,210.0 $757K 0.39% NEW $342.43 +7.9%
46 IVV ISHARES TR 1,058.0 $739K 0.38% NEW $698.41 +8.0%
47 MA MASTERCARD INCORPORATED Financial Services 1,318.0 $732K 0.37% NEW $555.50 -10.9%
48 V VISA INC Financial Services 2,123.0 $709K 0.36% NEW $333.89 -1.9%
49 DIS DISNEY WALT CO Communication Services 6,425.0 $671K 0.34% NEW $104.45 -0.3%
50 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,922.0 $657K 0.33% NEW $341.91 +14.5%
51 AAPL APPLE INC Technology 2,372.0 $641K 0.33% NEW $270.05 +15.1%
52 COST COSTCO WHSL CORP NEW Consumer Defensive 646.0 $625K 0.32% NEW $967.79 +3.7%
53 CHKP CHECK POINT SOFTWARE TECH LT Technology 3,093.0 $557K 0.28% NEW $180.21 -28.6%
54 ABNB AIRBNB INC Consumer Cyclical 3,699.0 $486K 0.25% NEW $131.31 +0.6%
55 CENCORA INC 1,300.0 $473K 0.24% NEW $363.60
56 SPTM SPDR SERIES TRUST 5,594.0 $472K 0.24% NEW $84.33 +7.9%
57 QCOM QUALCOMM INC Technology 2,847.0 $435K 0.22% NEW $152.62 +52.9%
58 ADSK AUTODESK INC Technology 1,660.0 $424K 0.22% NEW $255.57 -7.3%
59 DHC DIVERSIFIED HEALTHCARE TR Real Estate 67,963.0 $397K 0.20% NEW $5.84 +51.0%
60 QQQ INVESCO QQQ TR Financial Services 621.0 $389K 0.20% NEW $626.18 +16.5%
Page 3 of 4  ·  77 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 31.1%
Communication Services 20.2%
Consumer Cyclical 16.6%
Financial Services 15.2%
Healthcare 4.9%
Real Estate 4.6%
Consumer Defensive 3.1%
Basic Materials 2.9%
Energy 1.4%