Arkolith/Funds/ONE Advisory Partners, LLC

ONE Advisory Partners, LLC

CIK 1819695
Holdings as of Jun 30, 2026·disclosed Jul 21, 2026·~21-day 13F lag·13F-HR
Active Filer

ONE Advisory Partners, LLC holds a focused book of 68 reported positions worth $367.4M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter they opened Ishrs Sys Alt Act ETF and trimmed Ishares S&P 500 Growth ETF. Their largest long position is Ishares Core S&P 500 ETF at 17% of the reported non-option book. Cloning the disclosed picks since 2024 would be +23% (+11.7%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+23.5%
+11.7%/yr · since Oct '24
Their reported book
+21.9%
held from quarter-end
S&P 500
+33.6%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
ONE Advisory Partners, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 1.5 points over this window.

Growth of $10,000 cloning ONE Advisory Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
45%
Top 10 holdings
64%
Top 20 holdings
83%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

12% mapped to company sectors

ETFs / funds
88%
Industrials
7%
Information Technology
4%
Financials
1%

+2 sectors below the cut, under 0.5% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as ONE Advisory Partners, LLC

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.6 / 68$4.4B
Stuart Investment Advisors, Inc.8 / 68$233.7M
Swiss Re Ltd12 / 68$1.0B
GuidedMoney, LLC14 / 68$191.2M
Bedminster, LLC27 / 68$99.1M
Polaris Investment Advisors, LLC37 / 68$129.2M
Ashford Advisors, LLC8 / 68$392.8M
XP Advisory US, Inc.16 / 68$147.1M

Ranked by the share of each fund's own book sitting in the names it shares with ONE Advisory Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

68 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$61.4M82.0K
16.7%
+60%
Added · +31K sh
2Ishares TR
CORE UNIVRSL USD
$36.3M787.6K
9.9%
+11%
Added · +77K sh
3Loar Holdings Inc
COM SHS
$23.6M293.3K
6.4%
Held
4BlackRock ETF Trust
ISHA IN CTRY ETF
$23.0M628.6K
6.3%
+0.5%
Added · +3K sh
5Ishares TR
S&P 500 GRWT ETF
$22.2M161.2K
6.0%
−4.1%
Reduced · −7K sh
6BlackRock ETF Trust
ISHARES US EQUIT
$20.1M295.9K
5.5%
−1.6%
Reduced · −5K sh
7Ishares TR
S&P 500 VAL ETF
$17.4M76.5K
4.7%
−18%
Reduced · −17K sh
8Nvidia Corporation
COM
$11.5M57.3K
3.1%
−0.7%
Reduced · −424 sh
9BlackRock ETF Trust
ISHA I IN TE ETF
$11.1M209.7K
3.0%
−23%
Reduced · −62K sh
10Ishares TR
US TREAS BD ETF
$9.3M406.8K
2.5%
+14%
Added · +51K sh
11Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$8.9M190.3K
2.4%
+9.8%
Added · +17K sh
12Ishares TR
MSCI USA MMENTM
$8.6M25.0K
2.3%
−31%
Reduced · −11K sh
13BlackRock ETF Trust
ISHA LA CORE ETF
$7.3M145.2K
2.0%
−5.8%
Reduced · −9K sh
14Vanguard Mun BD FDS
TAX EXEMPT BD
$7.2M142.2K
2.0%
−3.4%
Reduced · −5K sh
15BlackRock ETF Trust
ISHA SYST AL ETF
$7.0M249.9K
1.9%
New
New position
16Global X FDS
DEFENSE TECH ETF
$6.7M111.6K
1.8%
+23%
Added · +21K sh
17SPDR Index SHS FDS
ST PORT MARK ETF
$6.5M126.2K
1.8%
−34%
Reduced · −64K sh
18BlackRock ETF Trust
ISHA US THEM ETF
$6.4M148.9K
1.7%
−34%
Reduced · −77K sh
19Ishares TR
EAFE GRWTH ETF
$6.1M49.2K
1.7%
+138%
Added · +29K sh
20Vanguard Charlotte FDS
TOTAL INT BD ETF
$6.0M123.7K
1.6%
+5.0%
Added · +6K sh
21Ishares TR
10-20 YR TRS ETF
$5.7M56.5K
1.5%
−5.6%
Reduced · −3K sh
22Ishares TR
S&P 100 ETF
$4.9M13.5K
1.3%
−4.7%
Reduced · −660 sh
23Ishares TR
LONG TERM MUNI
$4.8M92.8K
1.3%
+28%
Added · +20K sh
24Ishares TR
NATIONAL MUN ETF
$4.2M39.4K
1.2%
−23%
Reduced · −12K sh
25BlackRock ETF Trust II
ISHA FLEX IN ETF
$3.8M72.2K
1.0%
−24%
Reduced · −23K sh
26Ishares Gold TR
ISHARES NEW
$3.2M42.3K
0.9%
+11%
Added · +4K sh
27Applied Matls Inc
COM
$2.9M4.0K
0.8%
Held
28Ishares TR
MSCI INTL VLU FT
$2.9M69.3K
0.8%
−0.5%
Reduced · −318 sh
29Ishares TR
U.S. TECH ETF
$2.9M11.3K
0.8%
−4.7%
Reduced · −554 sh
30Ishares TR
MSCI USA QLT FCT
$2.8M12.8K
0.8%
−78%
Reduced · −46K sh
31Ishares TR
ESG AWR MSCI USA
$2.7M16.5K
0.7%
Held
32Ishares Inc
CORE MSCI EMKT
$2.1M25.1K
0.6%
−9.1%
Reduced · −3K sh
33Ishares TR
EAFE VALUE ETF
$1.7M21.6K
0.5%
−83%
Reduced · −105K sh
34State STR SPDR S&P 500 ETF T
TR UNIT
$1.4M1.8K
0.4%
+2.8%
Added · +50 sh
35Ishares TR
RUS 1000 ETF
$1.0M2.5K
0.3%
−0.7%
Reduced · −19 sh
36Apple Inc
COM
$1.0M3.5K
0.3%
−1.0%
Reduced · −37 sh
37Ishares TR
SYSTEMATIC BD ET
$807K9.1K
0.2%
+12%
Added · +974 sh
38Vaneck ETF Trust
INTRMDT MUNI ETF
$635K13.5K
0.2%
+15%
Added · +2K sh
39Ishares TR
MSCI ACWI ETF
$591K3.8K
0.2%
Held
40Vanguard BD Index FDS
TOTAL BND MRKT
$583K7.9K
0.2%
+74%
Added · +3K sh
41Ishares TR
EUROPE ETF
$549K7.5K
0.1%
−2.5%
Reduced · −197 sh
42Ishares Inc
MSCI EMRG CHN
$544K5.3K
0.1%
+2.6%
Added · +133 sh
43Ishares TR
MBS ETF
$532K5.6K
0.1%
+3.0%
Added · +166 sh
44Caterpillar Inc
COM
$530K498
0.1%
Held
45Ishares TR
MSCI USA MIN ETF
$519K5.4K
0.1%
−12%
Reduced · −706 sh
46Ishares TR
CORE S&P TTL STK
$518K3.2K
0.1%
−0.1%
Reduced · −2 sh
47Berkshire Hathaway Inc Del
CL B NEW
$471K941
0.1%
Held
48Microsoft Corp
COM
$460K1.2K
0.1%
−8.7%
Reduced · −118 sh
49Schwab Strategic TR
INTL EQTY ETF
$451K16.3K
0.1%
−0.7%
Reduced · −114 sh
50Schwab Strategic TR
US AGGREGATE B
$449K19.4K
0.1%
+0.8%
Added · +154 sh
Showing 50 of 68 positions
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Filing history

As-of date vs the date the SEC received each filing

$367.4M · Q2 2026Q3 2024 · $227.9MQ2 2026 · $367.4M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 202621d68$367.4M13F-HR
Q1 2026Mar 31, 2026Apr 13, 202613d72$324.4M13F-HR
Q4 2025Dec 31, 2025Jan 12, 202612d72$331.6M13F-HR
Q3 2025Sep 30, 2025Nov 6, 202537d67$326.3M13F-HR
Q2 2025Jun 30, 2025Jul 25, 202525d61$299.5M13F-HR
Q1 2025Mar 31, 2025Apr 14, 202514d48$234.1M13F-HR
Q4 2024Dec 31, 2024Jan 21, 202521d45$225.3M13F-HR
Q3 2024Sep 30, 2024Oct 17, 202417d46$227.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.