Institutions / One Wealth Capital Management, LLC
One Wealth Capital Management, LLC
CIK 2050308 · Institution · as of Dec 31, 2025
Portfolio value
$234.87M
Positions
135
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 135 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $44.67M | 19.0% |
| iShares Tr | $12.61M | 5.4% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $10.20M | 4.3% |
| iShares Tr | $9.10M | 3.9% |
| Broadcom Inc. | $9.07M | 3.9% |
| iShares Tr | $8.15M | 3.5% |
| iShares Tr | $7.96M | 3.4% |
| iShares Tr | $7.90M | 3.4% |
| iShares Inc | $7.76M | 3.3% |
| iShares Tr | $6.54M | 2.8% |
| iShares Tr | $6.28M | 2.7% |
| iShares Tr | $5.12M | 2.2% |
| NVIDIA Corp | $4.51M | 1.9% |
| Amazon.com Inc | $4.12M | 1.8% |
| iShares MSCI UAE ETF | $3.94M | 1.7% |
| Alphabet Inc. | $3.73M | 1.6% |
| BlackRock ETF Trust | $3.71M | 1.6% |
| BlackRock ETF Trust | $3.15M | 1.3% |
| Alphabet Inc. | $3.12M | 1.3% |
| iShares MSCI UAE ETF | $2.76M | 1.2% |
| iShares Gold Tr | $2.56M | 1.1% |
| Meta Platforms Inc | $2.33M | 1.0% |
| Visa Inc | $2.29M | 1.0% |
| iShares Tr | $2.26M | 1.0% |
| Oracle Corp | $2.09M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.