One Wealth Management Investment & Advisory Services, LLC — 13F holdings

One Wealth Management Investment & Advisory Services, LLC reported 53 holdings worth $95.3M in its 13F filing for Q2 2026, filed July 13, 2026.

Largest positions

1. AAPL APPLE INC — $13.8M (14.5%)
2. SGOV ISHARES TR — $9.71M (10.2%)
3. NVDA NVIDIA CORPORATION — $9.48M (10.0%)
4. AMZN AMAZON COM INC — $7.21M (7.6%)
5. GOOGL ALPHABET INC — $5.66M (5.9%)
6. VGSH VANGUARD SCOTTSDALE FDS — $4.92M (5.2%)
7. MSFT MICROSOFT CORP — $4.20M (4.4%)
8. SPY SPDR S&P 500 ETF TR — $4.17M (4.4%)
9. QQQ Invesco Qqq Tr — $3.80M (4.0%)
10. IVV ISHARES TR — $3.72M (3.9%)