One Wealth Advisors, LLC
All 13F Filings
- Location
- San Francisco, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 818,408
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 456.2 K | 55.7% | 0 | 12.78 K | -12.78 K |
| ETFs | 343.1 K | 41.9% | 36.06 K | 0 | 36.06 K |
| Other | 19.11 K | 2.3% | 0 | 1.752 K | -1.752 K |
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Fund Snapshot
Q4 2025
Latest filed
2/2/2026
Total value ($000)
818,408
Holdings
298
QoQ value change ($000)
21,524
(2.7%)
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.