ONE WEALTH CAPITAL MANAGEMENT, LLC: summary

ONE WEALTH CAPITAL MANAGEMENT, LLC reported 123 positions with a reported value of $267.44M in its 13F for Q3 2026. Compared with Q2 2026: 32 new positions, 138 exited.

Top positions

• MICROSOFT CORP COM
• ISHARES CORE S&P 500 ETF
• ISHARES CORE TOTAL USD BOND MARKET ETF
• BROADCOM INC COM
• BLACKROCK ETF TRUST
• ISHARES S&P 500 GROWTH ETF
• ISHARES NATIONAL MUNI BOND ETF
• iShares Trust S&P 500 VAL ETF
• APPLE INC COM
• ALPHABET INC