One Wealth Management Investment & Advisory Services, LLC: 13F holdings
CIK 20094272026Q2
| Positions | 53 |
|---|
| Reported value | $95.3m |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 53 (+1 vs prior quarter) |
|---|
| Reported value | $95.3m (+14.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 47,792 | $13.8m | 14.5% |
| SGOV ISHARES TR | 96,426 | $9.7m | 10.2% |
| NVDA NVIDIA CORPORATION | 47,386 | $9.5m | 10.0% |
| AMZN AMAZON COM INC | 30,245 | $7.2m | 7.6% |
| GOOGL ALPHABET INC | 15,832 | $5.7m | 5.9% |
| VGSH VANGUARD SCOTTSDALE FDS | 84,513 | $4.9m | 5.2% |
| MSFT MICROSOFT CORP | 11,262 | $4.2m | 4.4% |
| SPY STATE STR SPDR S&P 500 ETF T | 5,588 | $4.2m | 4.4% |
| QQQ INVESCO QQQ TR | 5,165 | $3.8m | 4.0% |
| IVV ISHARES TR | 4,969 | $3.7m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2009427")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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