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Manager record

One Wealth Management Investment & Advisory Services, LLC

CIK 2009427 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$178.28MReported 13F valueQ2 2026 · as filed
105Holdings listed
+94.4%vs prior quartervalue change includes market moves
4Quarters on record
Jul 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $77.6M$77.6MQ2 202548 holdingsQ3 2025: $86.1M$86.1MQ3 202550 holdingsQ4 2025: $91.7M$91.7MQ4 202552 holdingsQ2 2026: $178.3M$178.3MQ2 2026105 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 13 2026 13F-HR · period Q2 2026

$95.26M · 53 holdings listed · View original SEC filing ↗
Jul 13 2026 13F-HR · period Q2 2026

$83.02M · 52 holdings listed · View original SEC filing ↗
Jan 14 2026 13F-HR · period Q4 2025

$91.69M · 52 holdings listed · View original SEC filing ↗
Oct 29 2025 13F-HR · period Q3 2025

$86.10M · 50 holdings listed · View original SEC filing ↗
Jul 22 2025 13F-HR · period Q2 2025

$77.62M · 48 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 13, 2026 · Change methodology