13F Filings History of One Wealth Management Investment & Advisory Services, LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$91,686,437
Signature - Title
Ericka Herrera - CCO
Location
Boca Raton, FL
Summary
This page shows a list of all the recent 13F filings made by One Wealth Management Investment & Advisory Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. One Wealth Management Investment & Advisory Services, LLC reported 52 stock holdings with total value $91,686,437 as of Q4 2025. Top holdings included AAPL, NVDA, AMZN, GOOGL, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 52 $91,686,437 +$6,352,320 -$1,711,551 +$4,640,769 AAPL, NVDA, AMZN, GOOGL, MSFT 13F-HR 14 Jan 2026, 13:58
Q3 2025 50 $86,097,908 +$4,511,786 -$4,566,830 -$55,044 AAPL, NVDA, AMZN, MSFT, META 13F-HR 29 Oct 2025, 09:11
Q2 2025 48 $77,623,384 +$7,873,515 -$918,647 +$6,954,868 AAPL, NVDA, AMZN, MSFT, META 13F-HR 22 Jul 2025, 09:08
Q1 2025 47 $60,374,076 +$5,969,651 -$1,482,920 +$4,486,731 AAPL, AMZN, NVDA, MSFT, META 13F-HR 08 May 2025, 10:39
Q4 2024 47 $63,067,617 +$3,075,795 -$1,656,823 +$1,418,972 AAPL, AMZN, NVDA, MSFT, OSW 13F-HR 21 Jan 2025, 06:39
Q3 2024 45 $57,021,026 +$1,244,743 -$197,112,846 -$195,868,103 AAPL, NVDA, AMZN, MSFT, OSW 13F-HR 06 Nov 2024, 06:29
Q2 2024 134 $250,487,599 +$18,625,422 -$17,145,702 +$1,479,720 MSFT, IVV, AMZN, AAPL, IUSB 13F-HR 06 Aug 2024, 07:13
Q1 2024 143 $244,073,887 +$34,528,390 -$34,023,509 +$504,881 MSFT, IVV, AMZN, IUSB, MUB 13F-HR 14 May 2024, 08:36
Q4 2023 125 $224,172,712 $0 $0 $0 MSFT, IVV, AAPL, AMZN, MUB 13F-HR 25 Jan 2024, 09:29