ONE PLUS ONE WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Jupiter, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 231,804
- Description
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- Website
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- 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 | 7/13/2026 | 92 | 231,804 | 13F-HR | ONE PLUS ONE WEALTH MANAGEMENT, LLC |
| Q1 2026 | 4/20/2026 | 89 | 237,164 | 13F-HR | ONE PLUS ONE WEALTH MANAGEMENT, LLC |
| Q4 2025 | 1/15/2026 | 101 | 216,868 | 13F-HR | ONE PLUS ONE WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/16/2025 | 95 | 205,737 | 13F-HR | ONE PLUS ONE WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/16/2025 | 91 | 183,479 | 13F-HR | ONE PLUS ONE WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
3.271 K
(1.4% of total reported value)
· QoQ Δ:
+3.271 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 82.23 K | 38.5% | 0 | 14.45 K | -14.45 K |
| ETFs | 129.6 K | 60.7% | 7.008 K | 0 | 7.008 K |
| Debt | 1.597 K | 0.7% | 0 | 122 | -122 |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
231,804
Holdings
92
QoQ value change ($000)
-5,360
(-2.3%)
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.