Filer Snapshot

ONE PLUS ONE WEALTH MANAGEMENT, LLC

CIK 0001860132. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

23

Latest filing

20 Apr 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$237.16M

89 holdings for Q1 2026

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Largest parsed holding

EZRO

$17.55M reported value

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13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 20 Apr 2026 for CIK 0001860132.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$237.16M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$237.16M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
EZRO PSQ IVOL SPDN SILJ
+15 moreURNM ECOW ICOW IVAL SH EZMO SIL SGDJ EYLD ACIO DRSK URNJ AAPL NUTX QVAL

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

EZRO PSQ IVOL SPDN SILJ URNM ECOW ICOW
+12 moreIVAL SH EZMO SIL SGDJ EYLD ACIO DRSK URNJ AAPL NUTX QVAL
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
1061 E. Indiantown Road, Suite 300, Jupiter, FL, 33477
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Incorporated in
FL
Fiscal year end
31 December
Former names on EDGAR
ONE + ONE WEALTH MANAGEMENT, LLC (to 02 Feb 2022)

Filer intelligence

What SEC filings say about ONE PLUS ONE WEALTH MANAGEMENT, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $237.16M across 89 reported holdings for Q1 2026.
  • Largest parsed 13F holding: EZRO at $17.55M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 89 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 20 Apr 2026

Top 5 concentration

33%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$78.56M

Compared with $237.16M total 13F value.

Top 5 net change

+$21.59M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: EZRO ยท Largest trim: SILJ

EZRO PSQ IVOL SPDN SILJ Other holdings

EZRO

7.4%

Listed Fds Tr

$17.55M

PSQ

7.2%

Proshares Tr

$17.18M

IVOL

6.8%

Kraneshares Trust

$16.17M

SPDN

5.9%

Direxion Shares Etf Trust

$13.96M

SILJ

5.8%

Amplify Etf Tr

$13.7M

Latest update

What changed recently for ONE PLUS ONE WEALTH MANAGEMENT, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

20 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 20 Apr 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

ONE PLUS ONE WEALTH MANAGEMENT, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001860132 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
23
First seen
03 May 2021
Latest filing
20 Apr 2026
Entity
Company

Observed form types

13F-HR 13F-HR/A

CIK-linked evidence first

ONE PLUS ONE WEALTH MANAGEMENT, LLC SEC filings ONE PLUS ONE WEALTH MANAGEMENT, LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 23 SEC filings for ONE PLUS ONE WEALTH MANAGEMENT, LLC.

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13F-HR

13F-HR filing

Filing date
20 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 Jan 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
16 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
16 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
29 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
30 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A

13F-HR/A filing

Filing date
22 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
22 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
10 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A

13F-HR/A filing

Filing date
22 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
22 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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