Fund Holdings

One Wealth Advisors, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T150,305326,813+176,5087,830,89018,798,2842.36%+10,967,394
BLACKROCK ETF TRUST419,652514,722+95,07022,854,22530,471,5383.82%+7,617,313
BLACKROCK ETF TRUST115,742281,611+165,8693,339,1579,619,8321.21%+6,280,675
APPLE INC(AAPL)168,584160,309-8,27534,588,35840,819,5575.12%+6,231,199
SPDR SERIES TRUST543,482571,089+27,60739,505,72544,739,1105.61%+5,233,385
GLOBAL X FDS060,426+60,42604,244,3220.53%+4,244,322
AMERICAN CENTY ETF TR052,269+52,26903,925,9250.49%+3,925,925
WORLD GOLD TR(GLDM)58,09992,623+34,5243,806,6467,081,0280.89%+3,274,382
ISHARES TR86,52495,997+9,47316,908,53019,824,3512.49%+2,915,821
ISHARES TR193,615215,907+22,29220,228,89522,991,9362.89%+2,763,041
ALPHABET INC(GOOG)30,03431,985+1,9515,327,7997,789,8840.98%+2,462,085
ISHARES TR106,387115,139+8,75214,394,16116,764,2382.10%+2,370,077
ISHARES TR212,095210,597-1,49823,351,71125,423,2873.19%+2,071,576
ISHARES TR50,39269,357+18,9655,119,8277,143,0770.90%+2,023,250
COINBASE GLOBAL INC(COIN)05,925+5,92501,999,6280.25%+1,999,628
ISHARES TR36,82236,790-3222,862,48124,623,2243.09%+1,760,743
BONDBLOXX ETF TRUST306,163340,457+34,29414,132,48415,875,5261.99%+1,743,042
ISHARES INC244,406248,512+4,10614,671,67716,381,8952.06%+1,710,218
SCHWAB STRATEGIC TR743,795805,324+61,52917,285,80418,900,9632.37%+1,615,159
ALPHABET INC(GOOG)16,96018,730+1,7702,988,8614,553,2630.57%+1,564,402
ISHARES TR51,61251,668+5615,708,11217,197,1772.16%+1,489,065
ISHARES TR34,54634,332-21414,667,64016,081,5902.02%+1,413,950
BLACKROCK ETF TRUST280,600300,862+20,2629,983,74811,390,6351.43%+1,406,887
META PLATFORMS INC(META)6,6638,392+1,7294,917,8946,162,8190.77%+1,244,925
ISHARES GOLD TR(IAU)34,10144,364+10,2632,126,5383,228,3960.41%+1,101,858
ISHARES TR032,749+32,74901,029,9560.13%+1,029,956
ISHARES TR105,334114,406+9,0729,889,81110,885,7331.37%+995,922
BLACKROCK ETF TRUST II141,667158,593+16,9267,485,6848,443,4741.06%+957,790
FRANKLIN TEMPLETON HOLDINGS(FGDL)017,963+17,9630927,9690.12%+927,969
ISHARES TR122,629140,079+17,4506,265,1167,176,2470.90%+911,131
TESLA INC(TSLA)7,0487,081+332,238,8683,148,9350.40%+910,067
BLACKROCK ETF TRUST150,586150,046-54010,130,22110,890,1431.37%+759,922
ISHARES TR03,427+3,4270717,1340.09%+717,134
MICROSOFT CORP(MSFT)15,45316,104+6517,686,5528,340,9551.05%+654,403
ISHARES TR8,01614,018+6,002795,1871,405,3100.18%+610,123
INVESCO EXCH TRADED FD TR II50,95852,232+1,2745,731,2466,323,2060.79%+591,960
ISHARES TR310,429303,362-7,06710,210,01010,763,2841.35%+553,274
ISHARES TR303,743322,880+19,1377,055,9507,607,0530.95%+551,103
BLACKROCK ETF TRUST II55,62065,531+9,9112,704,8013,223,4700.40%+518,669
ISHARES TR26,98531,438+4,4532,407,6022,923,1050.37%+515,503
SEAGATE TECHNOLOGY HLDNGS PL01,815+1,8150428,4490.05%+428,449
BEST BUY INC(BBY)05,664+5,6640428,3120.05%+428,312
ISHARES TR64,99663,827-1,1697,042,3177,470,5730.94%+428,256
NEWMONT CORP(NEM)04,926+4,9260415,3110.05%+415,311
YELP INC(YELP)013,152+13,1520410,3420.05%+410,342
SYSCO CORP(SYY)4,1738,768+4,595316,063721,9570.09%+405,894
ISHARES TR42,97642,620-3564,992,0925,367,9890.67%+375,897
UNITED RENTALS INC(URI)1,7941,801+71,351,6001,719,3430.22%+367,743
RYANAIR HOLDINGS PLC(RYAAY)06,040+6,0400363,7290.05%+363,729
CITIZENS FINL GROUP INC(CFG)06,627+6,6270352,2910.04%+352,291
ISHARES INC48,72051,928+3,2081,908,3622,254,7140.28%+346,352
NOVARTIS AG(NVS)2,3764,892+2,516287,520627,3500.08%+339,830
AMERICAN ASSETS TR INC016,464+16,4640334,5480.04%+334,548
JAZZ PHARMACEUTICALS PLC(JAZZ)02,235+2,2350294,5730.04%+294,573
NICE LTD(NICE)02,019+2,0190292,3110.04%+292,311
ISHARES TR67,39779,156+11,7591,548,7931,830,0890.23%+281,296
UNITED PARCEL SERVICE INC(UPS)03,206+3,2060267,7970.03%+267,797
INTERDIGITAL INC(IDCC)2,6322,476-156590,173854,7890.11%+264,616
NORTHERN TR CORP(NTRS)01,961+1,9610263,9510.03%+263,951
ZSCALER INC(ZS)0878+8780263,1010.03%+263,101
PALANTIR TECHNOLOGIES INC(PLTR)2,5453,340+795346,934609,2830.08%+262,349
WESTERN DIGITAL CORP(WDC)02,147+2,1470257,7690.03%+257,769
ISHARES TR25,88725,595-2922,575,4832,830,5040.36%+255,021
ISHARES TR121,764125,820+4,0565,788,6616,043,1350.76%+254,474
JACOBS SOLUTIONS INC(J)01,658+1,6580248,4680.03%+248,468
TE CONNECTIVITY PLC(TEL)01,130+1,1300248,0690.03%+248,069
NVIDIA CORPORATION(NVDA)17,16815,862-1,3062,712,3162,959,5840.37%+247,268
GENMAB A/S(GMAB)08,058+8,0580247,1390.03%+247,139
INTUIT(INTU)0358+3580244,4820.03%+244,482
ISHARES TR23,82125,740+1,9192,206,3022,450,1610.31%+243,859
EOG RES INC(EOG)02,146+2,1460240,6100.03%+240,610
SHOPIFY INC(SHOP)01,610+1,6100239,2620.03%+239,262
ISHARES BITCOIN TRUST ETF(IBIT)03,650+3,6500237,2790.03%+237,279
CONSENSUS CLOUD SOLUTIONS IN08,035+8,0350235,9880.03%+235,988
CARS COM INC12,13930,732+18,593143,847375,5450.05%+231,698
GENERAL MTRS CO(GM)03,730+3,7300227,4180.03%+227,418
KONTOOR BRANDS INC(KTB)02,801+2,8010223,4360.03%+223,436
KRAFT HEINZ CO(KHC)08,559+8,5590222,8760.03%+222,876
MARTIN MARIETTA MATLS INC(MLM)0352+3520221,8590.03%+221,859
BUILD-A-BEAR WORKSHOP INC03,268+3,2680213,1060.03%+213,106
FRONTDOOR INC(FTDR)03,114+3,1140209,5410.03%+209,541
ANGI INC012,859+12,8590209,0870.03%+209,087
CUMMINS INC(CMI)0493+4930208,2280.03%+208,228
FEDEX CORP(FDX)9781,824+846222,309430,1170.05%+207,808
VERIZON COMMUNICATIONS INC(VZ)04,691+4,6910206,1690.03%+206,169
PFIZER INC(PFE)13,21820,649+7,431320,404526,1370.07%+205,733
ISHARES TR20,44920,370-792,761,4292,966,8860.37%+205,457
TAIWAN SEMICONDUCTOR MFG LTD(TSM)17,94915,279-2,6704,065,2694,267,2720.54%+202,003
ASML HOLDING N V962997+35770,937965,1860.12%+194,249
ISHARES TR6,0136,989+976680,732873,9530.11%+193,221
KINROSS GOLD CORP(KGC)21,87021,359-511341,828530,7710.07%+188,943
VANGUARD TAX-MANAGED FDS41,56142,658+1,0972,369,3732,556,0630.32%+186,690
DILLARDS INC(DDS)800809+9334,264497,1140.06%+162,850
MICRON TECHNOLOGY INC(MU)2,0682,488+420254,881416,2920.05%+161,411
APTIV PLC(APTV)3,8304,846+1,016261,283417,8220.05%+156,539
BANCO BILBAO VIZCAYA ARGENTA(BBVA)32,97634,459+1,483506,841663,3360.08%+156,495
ISHARES TR21,50822,905+1,3972,213,3882,367,4610.30%+154,073
ISHARES TR17,08617,057-292,165,6502,313,7820.29%+148,132
ISHARES TR34,42935,462+1,0333,231,8503,373,8270.42%+141,977
ISHARES TR3,7734,798+1,025339,947480,0400.06%+140,093
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