One Wealth Advisors, LLC holds a diversified book of 250 stocks worth $674.0M as of Q4 2024 (disclosed Jan 24, 2025, a ~24-day 13F lag). This quarter they opened Invesco S&P 500 Momentum ETF and trimmed Apple Inc. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 9% of the equity book. Cloning the disclosed picks since 2024 would be +29% (+15.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning One Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~24 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.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
25% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as One Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $1.7T |
| MORGAN STANLEY | 80 / 80 | $451.2B |
| ROYAL BANK OF CANADA | 80 / 80 | $125.6B |
| UBS Group AG | 80 / 80 | $113.5B |
| LPL Financial LLC | 80 / 80 | $84.4B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $13.6B |
| JPMORGAN CHASE & CO | 79 / 80 | $416.2B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $126.9B |
Ranked by how many of One Wealth Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Ser TR PORTFOLIO S&P500 | $59.2M | 858.0K | 8.8% | ▲+0.3% Added · +2K sh | |
| 2 | Apple Inc COM | $46.5M | 185.7K | 6.9% | ▼−5.8% Reduced · −11K sh | |
| 3 | Vanguard Mun BD FDS TAX EXEMPT BD | $27.2M | 541.9K | 4.0% | ▲+16% Added · +76K sh | |
| 4 | Ishares TR S&P 500 GRWT ETF | $24.1M | 237.8K | 3.6% | ▲+1.0% Added · +2K sh | |
| 5 | Ishares TR MSCI USA QLT FCT | $23.7M | 132.8K | 3.5% | ▲+2.6% Added · +3K sh | |
| 6 | Ishares TR CORE S&P500 ETF | $22.6M | 38.4K | 3.4% | ▲+9.0% Added · +3K sh | |
| 7 | Ishares TR EAFE GRWTH ETF | $22.5M | 231.9K | 3.3% | ▲+52% Added · +79K sh | |
| 8 | Ishares TR CORE TOTAL USD | $22.3M | 493.3K | 3.3% | ▼−19% Reduced · −113K sh | |
| 9 | BlackRock ETF Trust ISHARES US EQUIT | $21.4M | 418.2K | 3.2% | ▲+2.8% Added · +12K sh | |
| 10 | Ishares TR NATIONAL MUN ETF | $18.6M | 174.3K | 2.8% | ▲+45% Added · +54K sh | |
| 11 | Schwab Strategic TR US AGGREGATE B | $18.2M | 800.4K | 2.7% | ▲+114% Added · +426K sh | |
| 12 | Ishares TR EAFE VALUE ETF | $15.7M | 299.6K | 2.3% | ▲+6.0% Added · +17K sh | |
| 13 | Ishares TR ESG AWR MSCI USA | $15.1M | 117.0K | 2.2% | ▼−0.5% Reduced · −593 sh | |
| 14 | Ishares TR RUS 1000 GRW ETF | $14.8M | 36.7K | 2.2% | ▲+7.3% Added · +2K sh | |
| 15 | Ishares TR U.S. TECH ETF | $13.3M | 83.4K | 2.0% | ▼−0.1% Reduced · −84 sh | |
| 16 | Ishares TR S&P 100 ETF | $13.0M | 44.9K | 1.9% | ▲+2.8% Added · +1K sh | |
| 17 | Ishares Inc MSCI EMRG CHN | $11.0M | 198.4K | 1.6% | ▲+6.5% Added · +12K sh | |
| 18 | Ishares TR MBS ETF | $10.6M | 115.6K | 1.6% | ▲+7.5% Added · +8K sh | |
| 19 | BlackRock ETF Trust US CARBON TRANS | $10.3M | 161.3K | 1.5% | ▼−4.8% Reduced · −8K sh | |
| 20 | Ishares TR S&P 500 VAL ETF | $10.1M | 52.9K | 1.5% | ▲+3.5% Added · +2K sh | |
| 21 | Ishares TR ESG MSCI LEADR | $8.5M | 82.1K | 1.3% | ▲+0.1% Added · +128 sh | |
| 22 | Ishares TR MSCI INTL VLU FT | $8.4M | 309.7K | 1.2% | ▲+10% Added · +28K sh | |
| 23 | Alphabet Inc CAP STK CL C | $6.9M | 36.0K | 1.0% | ▲+0.3% Added · +114 sh | |
| 24 | BlackRock ETF Trust II ISHARES FLEXIBLE | $6.6M | 127.5K | 1.0% | ▲+6.7% Added · +8K sh | |
| 25 | Ishares TR 20 YR TR BD ETF | $6.5M | 75.0K | 1.0% | ▲+25% Added · +15K sh | |
| 26 | Ishares TR ESG AWRE USD ETF | $6.5M | 286.5K | 1.0% | ▼−9.5% Reduced · −30K sh | |
| 27 | Ishares TR EUROPE ETF | $6.4M | 122.2K | 0.9% | ▼−0.4% Reduced · −517 sh | |
| 28 | Ishares TR ESG MSCI USA ETF | $6.0M | 120.2K | 0.9% | ▲+7.2% Added · +8K sh | |
| 29 | Microsoft Corp COM | $5.6M | 13.4K | 0.8% | ▼−0.2% Reduced · −31 sh | |
| 30 | Ishares TR MSCI KLD400 SOC | $5.2M | 47.1K | 0.8% | ▼−7.7% Reduced · −4K sh | |
| 31 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $5.0M | 52.6K | 0.7% | ▲New New position | |
| 32 | Ishares TR ESG AWR US AGRGT | $5.0M | 106.6K | 0.7% | ▼−4.2% Reduced · −5K sh | |
| 33 | Ishares TR ESG ADV TTL USD | $4.4M | 103.7K | 0.7% | ▼−21% Reduced · −28K sh | |
| 34 | Ishares TR 10-20 YR TRS ETF | $4.4M | 43.7K | 0.6% | ▼−1.5% Reduced · −669 sh | |
| 35 | Meta Platforms Inc CL A | $4.3M | 7.4K | 0.6% | ▲+2.1% Added · +153 sh | |
| 36 | Ishares TR SELECT DIVID ETF | $4.1M | 31.2K | 0.6% | ▼~0% Reduced · −1 sh | |
| 37 | Alphabet Inc CAP STK CL A | $4.1M | 21.6K | 0.6% | ▲+2.1% Added · +440 sh | |
| 38 | Ishares TR ESG EAFE ETF | $3.7M | 57.8K | 0.6% | ▲+8.9% Added · +5K sh | |
| 39 | Taiwan Semiconductor MFG Ltd SPONSORED ADS | $3.5M | 17.5K | 0.5% | ▼−3.3% Reduced · −605 sh | |
| 40 | Ishares Inc CORE MSCI EMKT | $3.4M | 65.0K | 0.5% | ▲+2.0% Added · +1K sh | |
| 41 | Amazon Com Inc COM | $3.3M | 14.9K | 0.5% | ▼−0.2% Reduced · −37 sh | |
| 42 | Tesla Inc COM | $3.1M | 7.8K | 0.5% | —Held | |
| 43 | WD 40 Co COM | $3.0M | 12.4K | 0.4% | ▼−6.8% Reduced · −900 sh | |
| 44 | Ishares TR SP SMCP600VL ETF | $2.9M | 26.7K | 0.4% | ▼−0.8% Reduced · −217 sh | |
| 45 | Ishares TR MSCI USA MIN VOL | $2.9M | 32.5K | 0.4% | ▼−3.3% Reduced · −1K sh | |
| 46 | Ishares TR RUS 1000 ETF | $2.9M | 8.9K | 0.4% | ▲+149% Added · +5K sh | |
| 47 | Ishares TR RUS 1000 VAL ETF | $2.6M | 14.3K | 0.4% | ▲+302% Added · +11K sh | |
| 48 | Ishares TR IBOXX INV CP ETF | $2.6M | 24.7K | 0.4% | ▼−4.4% Reduced · −1K sh | |
| 49 | Visa Inc COM CL A | $2.5M | 8.1K | 0.4% | ▲+2.9% Added · +228 sh | |
| 50 | Ishares TR ESG AWRE 1 5 YR | $2.5M | 100.1K | 0.4% | ▲+75% Added · +43K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1725297/holdings"
Use Arkolith to show One Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.