One Wealth Management Investment & Advisory Services, LLC
All 13F Filings
- Location
- Boca Raton, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 95,260
- Description
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- Website
- —
- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/13/2026 | 53 | 95,260 | 13F-HR | One Wealth Management Investment & Advisory Services, LLC |
| Q1 2026 | 7/13/2026 | 52 | 83,022 | 13F-HR | One Wealth Management Investment & Advisory Services, LLC |
| Q4 2025 | 1/14/2026 | 52 | 91,686 | 13F-HR | One Wealth Management Investment & Advisory Services, LLC |
| Q3 2025 | 10/29/2025 | 50 | 86,098 | 13F-HR | One Wealth Management Investment & Advisory Services, LLC |
| Q2 2025 | 7/22/2025 | 48 | 77,623 | 13F-HR | One Wealth Management Investment & Advisory Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 56.81 K | 59.6% | 0 | 299 | -299 |
| ETFs | 38.46 K | 40.4% | 12.54 K | 0 | 12.54 K |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
95,260
Holdings
53
QoQ value change ($000)
12,238
(14.7%)
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.