Long-term investor
One Wealth Management Investment & Advisory Services, LLC @onewealthmanagementinves
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002009427).
Record
- Tracked since 2025-06-30 (448 days), 93 trades recorded
- Returns: week n/a · month n/a · 90 days +13.1% · 6 months n/a · 1 year +18.2% · all +18.2%
- Max drawdown n/a · win rate 36% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 14.5% · long · since 2025-06-30
- 46436E718 · 10.2% · long · since 2025-06-30
- NVDA · 10.0% · long · since 2025-06-30
- AMZN · 7.6% · long · since 2025-06-30
- GOOGL · 5.9% · long · since 2025-06-30
- 92206C102 · 5.2% · long · since 2026-06-30
- MSFT · 4.4% · long · since 2025-06-30
- 78462F103 · 4.4% · long · since 2025-06-30
- 46090E103 · 4.0% · long · since 2025-06-30
- 464287200 · 3.9% · long · since 2025-06-30
- 922908769 · 3.9% · long · since 2025-06-30
- META · 3.5% · long · since 2025-06-30