CIK 2009427
One Wealth Management Investment & Advisory Services, LLC
Institutional 13F holdings & portfolio
Holdings
52
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 52
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 49K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 56K | $1M+ | SH |
| AMZN | AMAZON COM INC | 32K | $1M+ | SH |
| GOOGL | ALPHABET INC | 20K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 12K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 8K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 7K | $1M+ | SH |
| META | META PLATFORMS INC | 7K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| TSLA | TESLA INC | 6K | $1M+ | SH |
| SGOV | ISHARES TR | 28K | $1M+ | SH |
| IVV | ISHARES TR | 4K | $1M+ | SH |
| FVR | FRONTVIEW REIT INC | 165K | $1M+ | SH |
| SHOP | SHOPIFY INC | 8K | $1M+ | SH |
| GOOG | ALPHABET INC | 4K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 2K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 38K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 5K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 28K | $500K+ | SH |
| VST | VISTRA CORP | 5K | $500K+ | SH |
| IVW | ISHARES TR | 6K | $500K+ | SH |
| SBCF | SEACOAST BKG CORP FLA | 25K | $500K+ | SH |
| OSW | ONESPAWORLD HOLDINGS LIMITED | 36K | $500K+ | SH |
| ZS | ZSCALER INC | 3K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 3K | $500K+ | SH |
| NFLX | NETFLIX INC | 6K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 1K | $500K+ | SH |
| IWF | ISHARES TR | 1K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 11K | $500K+ | SH |
| DIVD | EA SERIES TRUST | 13K | $500K+ | SH |
| SPHB | INVESCO EXCH TRADED FD TR II | 4K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 1K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 8K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 2K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 2K | $100K–$500K | SH |
| BBJP | J P MORGAN EXCHANGE TRADED F | 7K | $100K–$500K | SH |
| IJH | ISHARES TR | 7K | $100K–$500K | SH |
| FIDU | FIDELITY COVINGTON TRUST | 5K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 790 | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| BBCA | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW | 963 | $100K–$500K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 3K | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 616 | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 3K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 352 | $100K–$500K | SH |
| EFV | ISHARES TR | 3K | $100K–$500K | SH |
| IWP | ISHARES TR | 1K | $100K–$500K | SH |
| SOUN | SOUNDHOUND AI INC | 11K | $100K–$500K | SH |
| NRXP | NRX PHARMACEUTICALS INC | 38K | $100K–$500K | SH |