One Wealth Map LLC

Q1 2026 13F-HR Holdings

Location
Las Vegas, NV
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
103
Total value ($000)
$212,832
Net value change ($000)
+16,304 (8.3%)
New positions
10
Sold out positions
3
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
FLOT 4,705 NEW
EDV 1,564 15.7%
CWB 729 2.0%
XLE 543 9.2%
XLK 529 10.0%
MAS 464 NEW
CRM 421 NEW
SBUX 374 119.9%
TIP 361 4.7%
SYK 296 NEW
Top Reduces (Value $000, Stocks/ETFs)
VGLT -1,250 -42.6%
XLV -663 -10.2%
DHC -397 -100.0%
IQV -391 -31.8%
VCLT -352 -4.4%
VTI -286 -37.8%
RGTI -257 -100.0%
BKNG -248 -24.1%
REM -243 -100.0%
SCHW -223 -18.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 7,584 (3.6% of total reported value)
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