One Wealth Map LLC

Q2 2026 13F-HR Holdings

Location
Las Vegas, NV
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
106
Total value ($000)
$220,082
Net value change ($000)
+7,250 (3.4%)
New positions
11
Sold out positions
5
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
EDV 1,767 15.3%
XLV 1,345 22.9%
XLP 739 10.7%
DES 626 8.8%
AJG 602 NEW
DLN 555 8.0%
SPGI 554 NEW
TIP 545 6.8%
IGIB 498 8.7%
IQV 479 57.0%
Top Reduces (Value $000, Stocks/ETFs)
VGLT -1,141 -67.6%
SBUX -686 -100.0%
QCOM -503 -100.0%
AMAT -402 -34.6%
GOOGL -392 -19.6%
TSM -325 -23.5%
MSFT -255 -17.6%
VEA -234 -100.0%
IDRV -228 -16.4%
COST -227 -47.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 5,680 (2.6% 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