One Wealth Capital Management, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationscottsdale, AZ
- CIK0002050308
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
122 | $222.91 M | MSFT, IVV, DYNF, IUSB | 13F-HR | Nov 12, 2025 | 000205030825000008 | ||
110 | $213.04 M | MSFT, IVV, IUSB, MUB | 13F-HR | Aug 6, 2025 | 000205030825000003 | ||
106 | $186.40 M | MSFT, IVV, IUSB, MUB | 13F-HR | May 15, 2025 | 000205030825000002 | ||
109 | $197.13 M | MSFT, IVV, IUSB, MUB | 13F-HR | Jan 7, 2025 | 000205030825000001 |