One Wealth Advisors, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationsan francisco, CA
- CIK0001725297
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
281 | $669.92 M | KRE, AAPL, VANGUARD MUN BD FDS, QUAL | 13F-HR | May 6, 2025 | 000195175725000517 | ||
250 | $674.00 M | KRE, AAPL, VANGUARD MUN BD FDS, IVW | 13F-HR | Jan 24, 2025 | 000195175725000129 | ||
266 | $651.76 M | KRE, AAPL, IUSB, VANGUARD MUN BD FDS | 13F-HR | Oct 16, 2024 | 000195175724001053 | ||
232 | $466.65 M | KRE, AAPL, IVW, QUAL | 13F-HR | Aug 13, 2024 | 000195175724000739 | ||
248 | $574.66 M | KRE, AAPL, IUSB, QUAL | 13F-HR | Apr 15, 2024 | 000195175724000287 | ||
208 | $519.37 M | KRE, AAPL, VANGUARD MUN BD FDS, ESGU | 13F-HR | Feb 13, 2024 | 000195175724000245 | ||
189 | $449.92 M | KRE, AAPL, MUB, ESGU | 13F-HR | Nov 1, 2023 | 000195175723000659 | ||
209 | $474.68 M | KRE, AAPL, ESGU, QUAL | 13F-HR | Aug 14, 2023 | 000195175723000512 | ||
198 | $432.90 M | KRE, AAPL, ESGU, SCHZ | 13F-HR | May 15, 2023 | 000195175723000305 | ||
630 | $437.88 M | KRE, ESGU, AAPL, IWF | 13F-HR | Feb 14, 2023 | 000172529723000001 | ||
176 | $305.59 M | KRE, ESGU, AAPL, GOVT | 13F-HR | Nov 14, 2022 | 000172529722000006 | ||
189 | $373.45 M | KRE, ESGU, AAPL, MUB | 13F-HR | Aug 15, 2022 | 000172529722000005 | ||
198 | $408.45 M | ESGU, KRE, AAPL, IWF | 13F-HR | May 16, 2022 | 000172529722000004 | ||
196 | $394.30 M | ESGU, IWF, AAPL, KRE | 13F-HR | Feb 14, 2022 | 000172529722000002 | ||
215 | $341.08 M | IWF, ESGU, AAPL, VEA | 13F-HR | Nov 15, 2021 | 000176656421000005 | ||
177 | $315.84 M | IWF, VEA, ESGU, AAPL | 13F-HR | Aug 16, 2021 | 000184905521000006 | ||
157 | $260.86 M | IWF, VEA, VLUE, AAPL | 13F-HR | May 17, 2021 | 000172529721000002 | ||
127 | $184.11 M | IWF, VEA, DVY, AAPL | 13F-HR | Feb 16, 2021 | 000172529721000001 | ||
92 | $144.99 M | IWF, VEA, DVY, AAPL | 13F-HR | Nov 16, 2020 | 000172529720000005 | ||
83 | $125.90 M | IWF, VEA, DVY, AAPL | 13F-HR | Aug 14, 2020 | 000172529720000004 | ||
88 | $100.91 M | IWF, VEA, DVY, AAPL | 13F-HR | May 15, 2020 | 000172529720000002 | ||
113 | $135.38 M | IWF, VEA, DVY, AAPL | 13F-HR | Feb 13, 2020 | 000172529720000001 | ||
111 | $114.40 M | IWF, DVY, VEA, IJS | 13F-HR | Nov 14, 2019 | 000172529719000004 | ||
120 | $120.87 M | IWF, VEA, DVY, AAPL | 13F-HR | Aug 14, 2019 | 000172529719000003 | ||
592 | $122.48 M | IWF, VEA, DVY, IJS | 13F-HR | May 15, 2019 | 000172529719000002 | ||
106 | $100.41 M | IWF, DVY, VEA, IJS | 13F-HR | Feb 15, 2019 | 000172529719000001 | ||
577 | $130.67 M | IWF, DVY, VEA, IJS | 13F-HR | Nov 15, 2018 | 000172529718000004 | ||
582 | $125.22 M | IWF, DVY, VEA, IJS | 13F-HR | Aug 14, 2018 | 000172529718000003 | ||
524 | $113.36 M | IWF, VEA, DVY, IJS | 13F-HR | May 15, 2018 | 000172529718000002 | ||
577 | $123.07 M | IWF, VEA, DVY, IJS | 13F-HR | Feb 14, 2018 | 000172529718000001 |