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One Wealth Advisors, LLCETFConcentrated trader

CIK: 0001725297 | SAN FRANCISCO, CA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR326$905.7M2026-08-06SEC ↗
Q1 2026
13F-HR304$803.0M2026-04-21SEC ↗
Q4 2025
13F-HR298$818.4M2026-02-02SEC ↗
Q3 2025
13F-HR307$796.9M2025-11-03SEC ↗
Q2 2025
13F-HR283$719.1M2025-07-17SEC ↗
Q1 2025
13F-HR281$669.9M2025-05-06SEC ↗
Q4 2024
13F-HR250$674.0M2025-01-24SEC ↗
Q3 2024
13F-HR266$651.8M2024-10-16SEC ↗
Q2 2024
13F-HR232$466.6M2024-08-13SEC ↗
Q1 2024
13F-HR248$574.7M2024-04-15SEC ↗
Q4 2023
13F-HR208$519.4M2024-02-13SEC ↗
Q3 2023
13F-HR189$449.9M2023-11-01SEC ↗
Q2 2023
13F-HR209$474.7M2023-08-14SEC ↗
Q1 2023
13F-HR198$432.9M2023-05-15SEC ↗
Q4 2022
13F-HR630$437.9M2023-02-14SEC ↗
Q3 2022
13F-HR176$7.3M2022-11-14SEC ↗
Q2 2022
13F-HR189$2.5M2022-08-15SEC ↗
Q1 2022
13F-HR198$1.7M2022-05-16SEC ↗
Q4 2021
13F-HR196$2.2M2022-02-14SEC ↗
Q3 2021
13F-HR215$3.2M2021-11-15SEC ↗
Q2 2021
13F-HR177$3.8M2021-08-16SEC ↗
Q1 2021
13F-HR157$3.3M2021-05-17SEC ↗
Q4 2020
13F-HR127$2.0M2021-02-16SEC ↗
Q3 2020
13F-HR92$1.9M2020-11-16SEC ↗
Q2 2020
13F-HR83$1.4M2020-08-14SEC ↗
Q1 2020
13F-HR88$1.8M2020-05-15SEC ↗
Q4 2019
13F-HR113$2.8M2020-02-13SEC ↗
Q3 2019
13F-HR111$2.3M2019-11-14SEC ↗
Q2 2019
13F-HR120$2.9M2019-08-14SEC ↗
Q1 2019
13F-HR592$4.4M2019-05-15SEC ↗
Q4 2018
13F-HR106$1.9M2019-02-15SEC ↗
Q3 2018
13F-HR577$4.4M2018-11-15SEC ↗
Q2 2018
13F-HR583$3.2M2018-08-14SEC ↗
Q1 2018
13F-HR524$3.2M2018-05-15SEC ↗
Q4 2017
13F-HR577$3.5M2018-02-14SEC ↗