Holdings
One Wealth Management Investment & Advisory Services, LLC
As of Jun 30, 2026, One Wealth Management Investment & Advisory Services, LLC reported 27 positions worth US$56M. Largest: Apple Inc, Nvidia Corporation and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 47,792 | US$13.8M | first report | Jun 30, 2026 |
| Nvidia Corporation | 47,386 | US$9.48M | first report | Jun 30, 2026 |
| Amazon.com, Inc. | 30,245 | US$7.21M | first report | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 18,906 | US$6.76M | first report | Jun 30, 2026 |
| Microsoft Corp. | 11,262 | US$4.2M | first report | Jun 30, 2026 |
| Meta Platforms, Inc. | 5,957 | US$3.36M | first report | Jun 30, 2026 |
| Tesla, Inc. | 6,352 | US$2.67M | first report | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 3,079 | US$1.05M | first report | Jun 30, 2026 |
| Advanced Micro Devices Inc | 1,719 | US$998K | first report | Jun 30, 2026 |
| Crowdstrike Holdings, Inc. | 981 | US$749K | first report | Jun 30, 2026 |