13F Filings History of ONE WEALTH CAPITAL MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 18 Feb 2026
Value $
$234,874,181
Signature - Title
Marium Sohail - Chief Operating Officer
Location
Scottsdale, AZ
Summary
This page shows a list of all the recent 13F filings made by ONE WEALTH CAPITAL MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ONE WEALTH CAPITAL MANAGEMENT, LLC reported 135 stock holdings with total value $234,874,181 as of Q4 2025. Top holdings included MSFT, IVV, DYNF, IVE, and AVGO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 135 $234,874,181 +$22,341,584 -$8,118,374 +$14,223,210 MSFT, IVV, DYNF, IVE, AVGO 13F-HR 17 Feb 2026, 18:23
Q3 2025 122 $222,914,943 +$22,336,225 -$25,082,615 -$2,746,390 MSFT, IVV, DYNF, IUSB, IVW 13F-HR 12 Nov 2025, 16:19
Q2 2025 110 $213,037,712 +$14,577,403 -$15,270,786 -$693,383 MSFT, IVV, IUSB, MUB, DYNF 13F-HR 06 Aug 2025, 16:30
Q1 2025 106 $186,399,321 +$17,834,751 -$18,231,683 -$396,932 MSFT, IVV, IUSB, MUB, QUAL 13F-HR 15 May 2025, 16:52
Q4 2024 109 $197,133,355 $0 $0 $0 MSFT, IVV, IUSB, MUB, IVW 13F-HR 07 Jan 2025, 15:24