Long-term investor
One Wealth Advisors, LLC @onewealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001725297).
Record
- Tracked since 2025-06-30 (454 days), 100 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +908.4% · all +908.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 9.0% · long · since 2025-06-30
- AAPL · 4.6% · long · since 2025-06-30
- 464287309 · 3.5% · long · since 2025-06-30
- 09290C103 · 3.5% · long · since 2025-06-30
- 46434V613 · 3.2% · long · since 2025-06-30
- 464287200 · 3.0% · long · since 2025-06-30
- 922907746 · 3.0% · long · since 2025-06-30
- 464288414 · 3.0% · long · since 2025-06-30
- 464287408 · 2.7% · long · since 2025-06-30
- 808524839 · 2.3% · long · since 2025-06-30
- 464287101 · 2.1% · long · since 2025-06-30
- 46438G448 · 1.9% · long · since 2026-03-31