ONE WEALTH CAPITAL MANAGEMENT, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Scottsdale, AZ
CIK
0002050308
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
106
186,399
MSFT, IVV, IUSB, MUB
13F-HR
5/15/2025
000205030825000002
Q4 2024
109
197,133
MSFT, IVV, IUSB, MUB
13F-HR
1/7/2025
000205030825000001