One Wealth Capital Management, LLCGrowthConcentrated trader

CIK: 0002050308 | SCOTTSDALE, AZ

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	132	$267.4M	2026-10-23	SEC ↗
Q2 2026	13F-HR	233	$355.1M	2026-07-24	SEC ↗
Q1 2026	13F-HR	130	$228.8M	2026-05-04	SEC ↗
Q4 2025	13F-HR	135	$234.9M	2026-02-18	SEC ↗
Q3 2025	13F-HR	122	$222.9M	2025-11-12	SEC ↗
Q2 2025	13F-HR	110	$213.0M	2025-08-06	SEC ↗
Q1 2025	13F-HR	106	$186.4M	2025-05-15	SEC ↗
Q4 2024	13F-HR	109	$197.1M	2025-01-07	SEC ↗