One Degree Advisors Inc

All 13F Filings

Location
San Diego, CA
Most recent 13F
Q2 2026
Holdings value ($000)
448,029
Description
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Website
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Founded
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Chairman
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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
Q2 2026 7/31/2026 82 448,029 13F-HR One Degree Advisors Inc
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 86.45 K 19.3% 23.75 K 0 23.75 K
ETFs 361.6 K 80.7% 43.03 K 0 43.03 K
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Fund Snapshot

Q2 2026
Latest filed
7/31/2026
Total value ($000)
448,029
Holdings
82
QoQ value change ($000)
66,781 (17.5%)
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.