Glekko logo

One Wealth Management Investment & Advisory Services, LLC - Q22026 Holdings

One Wealth Management Investment & Advisory Services, LLC holds 53 stocks with a total portfolio value of $ 95.26M as of Q22026. In Q22026, One Wealth Management Investment & Advisory Services, LLC added 7 new positions, increased stakes in 10 stocks, reduced 34 holdings, and fully exited 6 positions. The largest holding is Apple Inc (AAPL), representing 14.52% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options