ONE WEALTH CAPITAL MANAGEMENT, LLC

13F Portfolio Filings

Most recent 13F
Q4 2024
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
Q4 2024 109 197,133 MSFT, IVV, IUSB, MUB 13F-HR 1/7/2025 000205030825000001