One Degree Advisors Inc

All 13F Filings

Location
San Diego, CA
Most recent 13F
Q1 2026
Holdings value ($000)
381,248
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
Q1 2026 5/1/2026 72 381,248 13F-HR One Degree Advisors Inc
Q4 2025 2/6/2026 70 363,819 13F-HR One Degree Advisors Inc
Q3 2025 10/24/2025 68 325,991 13F-HR One Degree Advisors Inc
Q2 2025 7/25/2025 73 280,929 13F-HR One Degree Advisors Inc
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 62.7 K 16.4% 0 267.1 K -267.1 K
ETFs 318.6 K 83.6% 284.5 K 0 284.5 K
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Fund Snapshot

Q1 2026
Latest filed
5/1/2026
Total value ($000)
381,248
Holdings
72
QoQ value change ($000)
17,429 (4.8%)
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.