Notify me when One Wealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 298 | $817,000,094 | +$54,331,285 | -$49,109,758 | +$5,221,527 | SPYM, AAPL, DYNF, IVE, IVW | 13F-HR | 02 Feb 2026, 09:13 |
| Q3 2025 | 307 | $796,883,876 | +$71,861,807 | -$44,084,803 | +$27,777,004 | SPLG, AAPL, DYNF, QUAL, IVW | 13F-HR | 03 Nov 2025, 09:07 |
| Q2 2025 | 283 | $719,090,676 | +$70,433,821 | -$67,937,744 | +$2,496,077 | SPLG, AAPL, QUAL, VTEB, IVW | 13F-HR | 17 Jul 2025, 17:20 |
| Q1 2025 | 281 | $669,918,750 | +$78,096,469 | -$64,131,439 | +$13,965,030 | SPLG, AAPL, VTEB, QUAL, IVW | 13F-HR | 06 May 2025, 15:37 |
| Q4 2024 | 250 | $673,997,527 | +$64,056,726 | -$34,202,504 | +$29,854,222 | SPLG, AAPL, VTEB, IVW, QUAL | 13F-HR | 24 Jan 2025, 16:04 |
| Q3 2024 | 266 | $651,758,370 | +$171,321,190 | -$21,868,786 | +$149,452,404 | SPLG, AAPL, IUSB, VTEB, QUAL | 13F-HR | 16 Oct 2024, 17:18 |
| Q2 2024 | 232 | $462,938,367 | +$41,954,642 | -$161,972,353 | -$120,017,711 | SPLG, AAPL, IVW, QUAL, IVV | 13F-HR | 13 Aug 2024, 16:17 |
| Q1 2024 | 248 | $574,661,449 | +$94,959,938 | -$63,787,647 | +$31,172,291 | SPLG, AAPL, IUSB, QUAL, VTEB | 13F-HR | 15 Apr 2024, 12:42 |
| Q4 2023 | 208 | $519,368,831 | +$76,247,839 | -$49,523,612 | +$26,724,227 | SPLG, AAPL, VTEB, ESGU, QUAL | 13F-HR | 13 Feb 2024, 11:06 |
| Q3 2023 | 188 | $449,918,291 | +$70,976,670 | -$75,323,904 | -$4,347,234 | SPLG, AAPL, MUB, ESGU, SCHZ | 13F-HR | 01 Nov 2023, 08:55 |
| Q2 2023 | 208 | $474,675,489 | +$32,593,640 | -$14,361,335 | +$18,232,305 | SPLG, AAPL, ESGU, QUAL, EFG | 13F-HR | 14 Aug 2023, 17:09 |
| Q1 2023 | 198 | $432,901,589 | +$64,982,343 | -$98,535,416 | -$33,553,073 | SPLG, AAPL, ESGU, SCHZ, QUAL | 13F-HR | 15 May 2023, 09:36 |
| Q4 2022 | 630 | $437,831,463 | +$153,832,042 | -$37,708,330 | +$116,123,712 | SPLG, ESGU, AAPL, IWF, TFI | 13F-HR | 14 Feb 2023, 14:26 |
| Q3 2022 | 176 | $305,590,000 | +$65,148,592 | -$107,685,189 | -$42,536,597 | SPLG, ESGU, AAPL, GOVT, EUSB | 13F-HR | 14 Nov 2022, 17:26 |
| Q2 2022 | 188 | $367,663,000 | +$68,266,401 | -$54,218,647 | +$14,047,754 | SPLG, ESGU, AAPL, MUB, EFV | 13F-HR | 15 Aug 2022, 18:13 |
| Q1 2022 | 198 | $408,448,000 | +$91,302,683 | -$56,039,622 | +$35,263,061 | ESGU, SPLG, AAPL, IWF, EUSB | 13F-HR | 16 May 2022, 12:36 |
| Q4 2021 | 196 | $394,295,000 | +$68,237,640 | -$37,310,333 | +$30,927,307 | ESGU, IWF, AAPL, SPLG, VEA | 13F-HR | 14 Feb 2022, 16:42 |
| Q3 2021 | 214 | $341,079,000 | +$69,506,822 | -$52,964,732 | +$16,542,090 | IWF, ESGU, AAPL, VEA, SPLG | 13F-HR | 15 Nov 2021, 16:37 |
| Q2 2021 | 177 | $315,842,000 | +$66,543,992 | -$27,959,983 | +$38,584,009 | IWF, VEA, ESGU, AAPL, VLUE | 13F-HR | 16 Aug 2021, 16:54 |
| Q1 2021 | 157 | $260,858,000 | +$96,165,376 | -$31,173,031 | +$64,992,345 | IWF, VEA, VLUE, AAPL, ESGU | 13F-HR | 17 May 2021, 17:03 |
| Q4 2020 | 127 | $184,108,000 | +$32,365,451 | -$9,876,009 | +$22,489,442 | IWF, VEA, DVY, AAPL, IJS | 13F-HR | 16 Feb 2021, 14:02 |
| Q3 2020 | 92 | $144,748,000 | +$26,784,191 | -$6,258,818 | +$20,525,373 | IWF, VEA, DVY, AAPL, VWO | 13F-HR | 16 Nov 2020, 10:40 |
| Q2 2020 | 83 | $125,899,000 | +$17,242,634 | -$12,377,732 | +$4,864,902 | IWF, VEA, DVY, AAPL, IJH | 13F-HR | 14 Aug 2020, 15:30 |
| Q1 2020 | 88 | $100,914,000 | +$16,811,664 | -$23,170,473 | -$6,358,809 | IWF, VEA, DVY, AAPL, IJH | 13F-HR | 15 May 2020, 07:54 |
| Q4 2019 | 113 | $135,375,000 | +$20,267,245 | -$10,028,764 | +$10,238,481 | IWF, VEA, DVY, AAPL, IJS | 13F-HR | 13 Feb 2020, 08:03 |
| Q3 2019 | 111 | $114,402,000 | +$6,024,904 | -$13,881,742 | -$7,856,838 | IWF, DVY, VEA, IJS, AAPL | 13F-HR | 14 Nov 2019, 15:31 |
| Q2 2019 | 120 | $120,873,000 | +$19,439,058 | -$23,538,926 | -$4,099,868 | IWF, VEA, DVY, AAPL, IJS | 13F-HR | 13 Aug 2019, 20:30 |
| Q1 2019 | 561 | $122,172,000 | +$37,808,027 | -$23,016,632 | +$14,791,395 | IWF, VEA, DVY, IJS, VWO | 13F-HR | 15 May 2019, 17:01 |
| Q4 2018 | 106 | $97,864,000 | +$26,019,740 | -$42,619,483 | -$16,599,743 | IWF, DVY, VEA, IJS, IWB | 13F-HR | 14 Feb 2019, 21:05 |
| Q3 2018 | 562 | $130,639,000 | +$12,160,254 | -$11,770,057 | +$390,197 | IWF, DVY, VEA, IJS, VWO | 13F-HR | 14 Nov 2018, 17:52 |
| Q2 2018 | 549 | $125,194,000 | +$18,794,402 | -$8,812,777 | +$9,981,625 | IWF, DVY, VEA, IJS, VWO | 13F-HR | 14 Aug 2018, 14:48 |
| Q1 2018 | 508 | $113,347,000 | +$12,830,645 | -$22,482,248 | -$9,651,603 | IWF, VEA, DVY, IJS, VWO | 13F-HR | 15 May 2018, 14:43 |
| Q4 2017 | 561 | $123,046,000 | $0 | $0 | $0 | IWF, VEA, DVY, IJS, VWO | 13F-HR | 14 Feb 2018, 13:27 |