One Wealth Map LLC

Q4 2025 13F-HR Holdings

Location
Las Vegas, NV
Holdings as of
12/31/2025
Date filed
2/4/2026
Form type
13F-HR
Num holdings
77
Total value ($000)
$196,528
Net value change ($000)
+8,223 (4.4%)
New positions
5
Sold out positions
9
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VGLT 2,937 NEW
XLP 1,233 21.0%
DES 1,078 18.8%
XLB 1,029 22.1%
XLE 966 19.7%
XLV 807 14.1%
XLI 746 12.6%
DLN 636 10.1%
VCLT 428 5.7%
PRF 388 10.0%
Top Reduces (Value $000, Stocks/ETFs)
EDV -2,916 -22.6%
CRM -574 -100.0%
RGTI -454 -63.9%
DEO -406 -100.0%
COIN -382 -100.0%
MAS -379 -100.0%
WPC -367 -100.0%
VEEV -327 -100.0%
KMX -218 -100.0%
WFC -207 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type