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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 $905,738,194
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 926,489 $81,419,870 8.99%
2.
Apple Inc.
 AAPL 143,505 $41,524,551 4.58%
3.
Ishares Trust
 IEF 228,006 $31,357,627 3.46%
4.
Blackrock Etf Trust
 DYNF 459,902 $31,277,958 3.45%
5.
Ishares Tr
 621,674 $28,690,275 3.17%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.