One Wealth Advisors, LLC
•CIK: 1725297•Filing: Q4 2025
**One Wealth Advisors, LLC** manages $818M across a diversified portfolio of 298 positions. The fund exhibits a notable concentration in technology and market-correlated assets, highlighted by significant allocations to SPYM ($46.6M) and AAPL ($40.6M). Further substantial holdings include DYNF ($32.3M) and IVE ($28.3M), indicating a tactical focus on income generation and sector rotation. This positioning suggests an active, quantitative approach targeting both growth and defensive yield within the current market structure.
Total AUM
$818.4M
QoQ Performance
+2.7%
Positions
222
Top 10 Concentration
36.7%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
SPYM5.7%
AAPL5.0%
DYNF3.9%
IVE3.5%
IVW3.3%
MUB3.2%
IVV3.0%
VTEB2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other83.6%
Technology9.0%
ETF3.3%
Financial1.6%
Consumer1.3%
Healthcare0.6%
Communication0.2%
Industrial0.2%
🚪 Exited Positionssold since Q3 2025
+110 more exited positions
Changes from Q3 2025
NEW8 new positions
↑81 increased
↓99 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023