One Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
304
Total value ($000)
$803,050
Net value change ($000)
-15,358 (-1.9%)
New positions
32
Sold out positions
26
Turnover %
9.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 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)
CORO 14,359 NEW
ACWX 12,483 NEW
LMUB 12,176 NEW
GOVT 10,456 511.0%
BLCR 8,874 NEW
SPYM 5,676 12.2%
SHLD 3,291 75.4%
AVEM 2,054 25.8%
SCHZ 1,150 6.2%
DMXF 1,143 106.2%
Top Reduces (Value $000, Stocks/ETFs)
XLG -19,956 -98.0%
IEMG -11,040 -62.8%
EFV -6,259 -30.5%
DYNF -5,345 -16.6%
AAPL -4,704 -11.6%
GLDM -4,348 -56.2%
TLH -3,965 -54.3%
IWF -3,338 -20.7%
HIMU -3,118 -100.0%
EMB -2,751 -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