One Wealth Advisors, LLC

Q2 2025 13F Detailed Holdings

Location
San Francisco, CA
Holdings as of
6/30/2025
Value ($000)
$719,091
Num holdings
283
Date filed
7/17/2025
Form type
13F-HR
Prev filing
5/6/2025
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None