One Wealth Advisors, LLC
All 13F Filings
- Location
- San Francisco, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 905,738
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 326 | 905,738 | 13F-HR | One Wealth Advisors, LLC |
| Q1 2026 | 4/21/2026 | 304 | 803,050 | 13F-HR | One Wealth Advisors, LLC |
| Q4 2025 | 2/2/2026 | 298 | 818,408 | 13F-HR | One Wealth Advisors, LLC |
| Q3 2025 | 11/3/2025 | 307 | 796,884 | 13F-HR | One Wealth Advisors, LLC |
| Q2 2025 | 7/17/2025 | 283 | 719,091 | 13F-HR | One Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 210.1 K | 23.2% | 28.27 K | 0 | 28.27 K |
| ETFs | 695.1 K | 76.7% | 74.21 K | 0 | 74.21 K |
| Debt | 231 | 0.0% | 231 | 0 | 231 |
| Other | 296 | 0.0% | 0 | 2 | -2 |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
905,738
Holdings
326
QoQ value change ($000)
102,688
(12.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.