One Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 16, 2024
Value $
$652M
Signature - Title
Kevin Cohen - Chief Compliance Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by One Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. One Wealth Advisors, LLC reported 266 stock holdings with total value $652M as of Q3 2024. Top holdings included SPLG, AAPL, IUSB, VTEB, and QUAL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 266 $652M +$171M -$21.9M +$149M SPLG, AAPL, IUSB, VTEB, QUAL 13F-HR 10/16/2024, 05:18 PM
Q2 2024 232 $463M +$42M -$162M -$120M SPLG, AAPL, IVW, QUAL, IVV 13F-HR 8/13/2024, 04:17 PM
Q1 2024 248 $575M +$95M -$63.8M +$31.2M SPLG, AAPL, IUSB, QUAL, VTEB 13F-HR 4/15/2024, 12:42 PM
Q4 2023 208 $519M +$76.2M -$49.5M +$26.7M SPLG, AAPL, VTEB, ESGU, QUAL 13F-HR 2/13/2024, 11:06 AM
Q3 2023 188 $450M +$71M -$75.3M -$4.35M SPLG, AAPL, MUB, ESGU, SCHZ 13F-HR 11/1/2023, 08:55 AM
Q2 2023 208 $475M +$32.6M -$14.4M +$18.2M SPLG, AAPL, ESGU, QUAL, EFG 13F-HR 8/14/2023, 05:09 PM
Q1 2023 198 $433M +$65M -$98.5M -$33.6M SPLG, AAPL, ESGU, SCHZ, QUAL 13F-HR 5/15/2023, 09:36 AM
Q4 2022 630 $438M +$154M -$37.7M +$116M SPLG, ESGU, AAPL, IWF, TFI 13F-HR 2/14/2023, 02:26 PM
Q3 2022 176 $306M +$65.1M -$108M -$42.5M SPLG, ESGU, AAPL, GOVT, EUSB 13F-HR 11/14/2022, 05:26 PM
Q2 2022 188 $368M +$68.3M -$54.2M +$14M SPLG, ESGU, AAPL, MUB, EFV 13F-HR 8/15/2022, 06:13 PM
Q1 2022 198 $408M +$91.3M -$56M +$35.3M ESGU, SPLG, AAPL, IWF, EUSB 13F-HR 5/16/2022, 12:36 PM
Q4 2021 196 $394M +$68.2M -$37.3M +$30.9M ESGU, IWF, AAPL, SPLG, VEA 13F-HR 2/14/2022, 04:42 PM
Q3 2021 214 $341M +$69.5M -$53M +$16.5M IWF, ESGU, AAPL, VEA, SPLG 13F-HR 11/15/2021, 04:37 PM
Q2 2021 177 $316M +$66.5M -$28M +$38.6M IWF, VEA, ESGU, AAPL, VLUE 13F-HR 8/16/2021, 04:54 PM
Q1 2021 157 $261M +$96.2M -$31.2M +$65M IWF, VEA, VLUE, AAPL, ESGU 13F-HR 5/17/2021, 05:03 PM
Q4 2020 127 $184M +$32.4M -$9.88M +$22.5M IWF, VEA, DVY, AAPL, IJS 13F-HR 2/16/2021, 02:02 PM
Q3 2020 92 $145M +$26.8M -$6.26M +$20.5M IWF, VEA, DVY, AAPL, VWO 13F-HR 11/16/2020, 10:40 AM
Q2 2020 83 $126M +$17.2M -$12.4M +$4.86M IWF, VEA, DVY, AAPL, IJH 13F-HR 8/14/2020, 03:30 PM
Q1 2020 88 $101M +$16.8M -$23.2M -$6.36M IWF, VEA, DVY, AAPL, IJH 13F-HR 5/15/2020, 07:54 AM
Q4 2019 113 $135M +$20.3M -$10M +$10.2M IWF, VEA, DVY, AAPL, IJS 13F-HR 2/13/2020, 08:03 AM
Q3 2019 111 $114M +$6.02M -$13.9M -$7.86M IWF, DVY, VEA, IJS, AAPL 13F-HR 11/14/2019, 03:31 PM
Q2 2019 120 $121M +$19.4M -$23.5M -$4.1M IWF, VEA, DVY, AAPL, IJS 13F-HR 8/13/2019, 08:30 PM
Q1 2019 561 $122M +$37.8M -$23M +$14.8M IWF, VEA, DVY, IJS, VWO 13F-HR 5/15/2019, 05:01 PM
Q4 2018 106 $97.9M +$26M -$42.6M -$16.6M IWF, DVY, VEA, IJS, IWB 13F-HR 2/14/2019, 09:05 PM
Q3 2018 562 $131M +$12.2M -$11.8M +$390K IWF, DVY, VEA, IJS, VWO 13F-HR 11/14/2018, 05:52 PM
Q2 2018 549 $125M +$18.8M -$8.81M +$9.98M IWF, DVY, VEA, IJS, VWO 13F-HR 8/14/2018, 02:48 PM
Q1 2018 508 $113M +$12.8M -$22.5M -$9.65M IWF, VEA, DVY, IJS, VWO 13F-HR 5/15/2018, 02:43 PM
Q4 2017 561 $123M $0 $0 IWF, VEA, DVY, IJS, VWO 13F-HR 2/14/2018, 01:27 PM