One Wealth Management Investment & Advisory Services, LLC
•CIK: 2009427•Filing: Q4 2025
**One Wealth Management Investment & Advisory Services, LLC** manages $92M across a portfolio of 52 positions, exhibiting a clear focus on large-cap technology and growth equities. Top holdings are heavily weighted toward mega-cap names, notably AAPL ($13.4M) and NVDA ($10.4M), representing a significant concentration in the semiconductor and software sectors. The portfolio maintains substantial exposure to market indices via SPY ($4.6M) and VTI ($3.3M), alongside core tech names like AMZN ($7.4M) and GOOGL ($6.2M). This structure suggests a conviction-driven, growth-oriented mandate within established market leaders.
Total AUM
$91.7M
QoQ Performance
+6.5%
Positions
41
Top 10 Concentration
68.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
NVDA
AMZN
GOOGL
MSFT
NDQ
AAPL14.6%
NVDA11.3%
AMZN8.0%
GOOGL6.7%
MSFT6.5%
NDQ5.4%
SPY5.0%
META4.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology46.7%
Other32.4%
Consumer11.5%
ETF8.3%
Communication0.7%
Financial0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
↑23 increased
↓15 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023