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Home > Institutional Investor > One Wealth Advisors, Llc > Profile

Instuitional Investor - One Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: One Wealth Advisors, Llc
Portfolio Value $719,090,676
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 543,482 $39,505,725 5.49%
2.
Apple Inc.
 AAPL 168,584 $34,588,358 4.81%
3.
Ishares Tr - MSCI USA QLT FCT
 152,203 $27,825,677 3.87%
4.
Vanguard Mun Bd Fds
 502,680 $24,646,400 3.43%
5.
Ishares Trust
 IEF 212,095 $23,351,711 3.25%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)