Long-term investor
One Wealth Capital Management, LLC @onewealthcapitalmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002050308).
Record
- Tracked since 2025-06-30 (449 days), 270 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +6.2% · 1 year n/a · all +3.5%
- Max drawdown n/a · win rate 46% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 10.3% · long · since 2025-06-30
- 464287200 · 8.5% · long · since 2025-06-30
- 464288414 · 4.1% · long · since 2025-06-30
- 46434V613 · 3.8% · long · since 2025-06-30
- 09290C103 · 3.4% · long · since 2025-06-30
- 464287309 · 3.0% · long · since 2025-06-30
- AVGO · 3.0% · long · since 2025-06-30
- NVDA · 3.0% · long · since 2025-06-30
- 464287408 · 2.3% · long · since 2025-06-30
- 46434G103 · 2.2% · long · since 2025-06-30
- 46438G448 · 1.8% · long · since 2026-03-31
- GOOGL · 1.8% · long · since 2025-06-30