One Wealth Map LLC: 13F holdings

CIK 18026352026Q2

Positions97
Reported value$220.1m
Filed2026-07-31

Change since last quarter

Positions97 (+3 vs prior quarter)
Reported value$220.1m (-4.9%)

Top 10 holdings

SecuritySharesValueWeight
CWB SPDR SERIES TRUST388,508$38.2m17.4%
EDV VANGUARD WORLD FD221,145$13.3m6.1%
TIP ISHARES TR79,899$8.6m3.9%
BLV VANGUARD BD INDEX FDS123,480$8.2m3.7%
VCLT VANGUARD SCOTTSDALE FDS110,719$8.0m3.6%
DES WISDOMTREE TR189,509$7.7m3.5%
XLP SELECT SECTOR SPDR TR87,522$7.6m3.5%
CCEP WISDOMTREE TR76,725$7.5m3.4%
XLV SELECT SECTOR SPDR TR43,386$7.2m3.3%
XLI SELECT SECTOR SPDR TR38,366$6.8m3.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1802635")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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