One Wealth Advisors, LLC
Annual return
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SPY
—
Alpha
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Invested
$1.6B
Holdings
303
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Q1 2026: New position (5.5k shares)
6.5%
02
$AAPL
APPLE INC
Q1 2026: New position (32.2k shares)
4.5%
03
$IVE
ISHARES TR
Q1 2026: New position (5.3k shares)
3.5%
04
$DYNF
BLACKROCK ETF TRUST
Held since at least Q1 2024
3.4%
05
$MUB
ISHARES TR
Q1 2026: New position (5.5k shares)
3.3%
06
$IVW
ISHARES TR
Q1 2026: New position (7.1k shares)
3.2%
07
$VTEB
VANGUARD MUN BD FDS
Held since at least Q1 2024
3.1%
08
$IVV
ISHARES TR
Q1 2026: New position (1.3k shares)
2.9%
09
$SCHZ
SCHWAB STRATEGIC TR
Held since at least Q1 2024
2.5%
10
$QUAL
ISHARES TR
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 08:43 UTC.