Fund HoldingsONE WEALTH CAPITAL MANAGEMENT, LLC

Total Portfolio Value
$234.87M
Total Bought
$37.40M
Total Sold
$17.95M
Net Transaction
+$19.45M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR
CORE UNIVRSL USD
0175,110+175,11008,1503.47%+8,150
BROADCOM INC(AVGO)16,09426,199+10,1055,3109,0673.86%+3,758
ISHARES TR31,12742,932+11,8056,4289,1053.88%+2,677
ISHARES INC
CORE MSCI EMKT
96,859115,494+18,6356,3857,7643.31%+1,379
BLACKROCK ETF TRUST
ISHA US AWAR ETF
017,371+17,37101,2870.55%+1,287
ARES MANAGEMENT CORPORATION(ARES)06,866+6,86601,1100.47%+1,110
ALPHABET INC(GOOG)11,22811,890+6622,7343,7311.59%+997
ISHARES TR
MSCI USA MMENTM
7,33111,026+3,6951,8802,7601.18%+880
ALPHABET INC(GOOG)9,4909,974+4842,3073,1221.33%+815
INTUITIVE SURGICAL INC5891,509+9202638550.36%+591
CISCO SYS INC(CSCO)06,511+6,51105020.21%+502
AMAZON COM INC(AMZN)017,834+17,83404,1161.75%+4,116
ELI LILLY & CO(LLY)01,438+1,43801,5450.66%+1,545
REGENERON PHARMACEUTICALS(REGN)0464+46403580.15%+358
BLACKROCK ETF TRUST
ISHARES US EQUIT
166,371167,773+1,4029,84910,2024.34%+353
ISHARES TR073,739+73,73907,8983.36%+7,898
SSGA ACTIVE TR
STATE STREET US
04,982+4,98203100.13%+310
TESLA INC(TSLA)3,6744,251+5771,6341,9120.81%+278
THERMO FISHER SCIENTIFIC INC(TMO)0471+47102730.12%+273
ISHARES TR18,06318,312+2496,0126,2802.67%+268
MERCK & CO INC(MRK)02,392+2,39202520.11%+252
DANAHER CORPORATION(DHR)01,094+1,09402500.11%+250
SPDR SERIES TRUST
ST STR BACKE ETF
010,818+10,81802420.10%+242
TOTALENERGIES SE(TTE)03,592+3,59202350.10%+235
COTERRA ENERGY INC08,722+8,72202300.10%+230
SPDR SERIES TRUST
ST LON TREAS ETF
08,419+8,41902230.09%+223
SALESFORCE INC(CRM)1,1611,877+7162754970.21%+222
NOVO-NORDISK A S(NVO)04,301+4,30102190.09%+219
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0717+71702180.09%+218
BOEING CO(BA)3,2404,214+9746999150.39%+216
CULLEN FROST BANKERS INC(CFR)01,702+1,70202160.09%+216
ISHARES TR
SYSTEMATIC BD ET
02,398+2,39802150.09%+215
EXPEDITORS INTL WASH INC(EXPD)01,438+1,43802140.09%+214
VISA INC(V)06,542+6,54202,2940.98%+2,294
CURTISS WRIGHT CORP(CW)0373+37302060.09%+206
ALCON AG(ALC)02,607+2,60702050.09%+205
MICROCHIP TECHNOLOGY INC.(MCHP)03,202+3,20202040.09%+204
SPDR SERIES TRUST
ST STR SP600 SML
04,333+4,33302030.09%+203
NOVARTIS AG(NVS)01,470+1,47002030.09%+203
CONSTELLATION BRANDS INC(STZ)01,463+1,46302020.09%+202
PARKER-HANNIFIN CORP(PH)705833+1285347320.31%+198
ISHARES TR64,34364,585+2427,7687,9613.39%+193
ISHARES GOLD TR(IAU)32,66331,554-1,1092,3772,5611.09%+184
MONSTER BEVERAGE CORP NEW(MNST)6,6528,244+1,5924486320.27%+184
VERTEX PHARMACEUTICALS INC(VRTX)9981,266+2683915740.24%+183
ISHARES TR18,58718,409-17812,44012,6095.37%+169
SPDR INDEX SHS FDS
ST STR PO EX ETF
6,7269,996+3,2702884440.19%+156
ISHARES TR48,17050,315+2,1454,9615,1162.18%+154
ISHARES TR22,33723,772+1,4352,1252,2640.96%+138
BLACKROCK ETF TRUST II29,96232,801+2,8391,5951,7310.74%+136
ISHARES TR8,20212,222+4,0202583920.17%+134
CAPITAL ONE FINL CORP(COF)1,7432,074+3313715030.21%+132
BLACKROCK ETF TRUST
ISHA US THEM ETF
94,66696,300+1,6343,5843,7131.58%+129
BLACKROCK ETF TRUST
ISHA I IN TE ETF
88,67394,486+5,8133,0293,1461.34%+117
ISHARES TR
CORE INTL AGGR
31,28734,369+3,0821,6031,7190.73%+116
QUALCOMM INC(QCOM)3,2113,741+5305346400.27%+106
SPDR INDEX SHS FDS
ST PORT MARK ETF
4,7806,877+2,0972243220.14%+98
ISHARES TR8,3348,532+1981,7441,8320.78%+88
AMGEN INC(AMGN)796949+1532253110.13%+86
WELLS FARGO CO NEW(WFC)4,2204,646+4263544330.18%+79
US BANCORP DEL(USB)5,2266,185+9592533300.14%+77
AUTODESK INC1,2101,559+3493844610.20%+77
AMERICAN INTL GROUP INC4,0054,545+5403153890.17%+74
ISHARES INC
ESG AWR MSCI EM
10,40511,798+1,3934525210.22%+69
DISNEY WALT CO(DIS)3,1593,787+6283624310.18%+69
CORTEVA INC(CTVA)4,9875,964+9773374000.17%+62
ISHARES TR4,1314,678+5473934500.19%+57
ISHARES TR
US TREAS BD ETF
18,17020,707+2,5374204770.20%+57
COCA COLA CO(KO)3,4944,115+6212322880.12%+56
SYNOPSYS INC(SNPS)1,2061,384+1785956500.28%+55
MITSUBISHI UFJ FINL GROUP IN(MUFG)16,01619,482+3,4662553090.13%+54
ATMOS ENERGY CORP(ATO)1,7452,096+3512983510.15%+53
MARTIN MARIETTA MATLS INC(MLM)469558+892963470.15%+52
PNC FINL SVCS GROUP INC(PNC)1,1211,325+2042252770.12%+51
AMERIPRISE FINL INC(AMP)692788+963403860.16%+46
COMFORT SYS USA INC(FIX)293308+152422870.12%+46
SHOPIFY INC(SHOP)11,14110,562-5791,6561,7000.72%+45
APPLE INC(AAPL)6,4956,235-2601,6541,6950.72%+41
GENERAL DYNAMICS CORP(GD)675803+1282302700.12%+40
ECOLAB INC(ECL)9741,154+1802673030.13%+36
LOWES COS INC(LOW)1,4031,611+2083533890.17%+36
BLACKROCK ETF TRUST II25,09626,039+9431,2341,2680.54%+33
SCHWAB STRATEGIC TR40,09640,348+2521,0561,0860.46%+30
SONY GROUP CORP(SONY)12,09214,694+2,6023483760.16%+28
XCEL ENERGY INC(XEL)2,8383,400+5622292510.11%+22
AMERICAN WTR WKS CO INC NEW1,4741,733+2592052260.10%+21
MEDTRONIC PLC(MDT)2,1292,321+1922032230.09%+20
VANGUARD INDEX FDS457487+302192380.10%+18
VANGUARD TAX-MANAGED FDS5,6355,694+593383560.15%+18
BLACKSTONE INC(BX)1,3191,554+2352252400.10%+14
AIRBNB INC02,892+2,89203930.17%+393
SCHWAB STRATEGIC TR8,4058,500+952682770.12%+9
VERIZON COMMUNICATIONS INC(VZ)8,4409,323+8833713800.16%+9
RPM INTL INC(RPM)2,1202,467+3472502570.11%+7
ISHARES TR
MSCI USA MIN ETF
3,7973,860+633613630.15%+2
TELEDYNE TECHNOLOGIES INC(TDY)517593+763033030.13%-0
STARBUCKS CORP(SBUX)8,1338,168+356886880.29%-0
BLACKROCK ETF TRUST
DYNAMIC EQTY ACT
11,58511,404-1812932920.12%-1
ISHARES TR
0-5YR HI YL CP
6,0296,049+202612590.11%-2
ACCENTURE PLC IRELAND
SHS CLASS A
01,837+1,83704930.21%+493
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