One Wealth Map Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$212.8M
Q ending 2026-03-31
Prior quarter
$196.5M
Q ending 2025-12-31
Change
+8.3% QoQ · +41.7% YoY
Positions
103
reported holdings
Largest positions
Top 100 of 103 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | CWB | Shares | $37.8M | 371K |
| Vanguard World Fd | EDV | Shares | $11.5M | 182K |
| Ishares Tr | TIP | Shares | $8.1M | 72K |
| Vanguard Bd Index Fds | BLV | Shares | $7.8M | 114K |
| Vanguard Scottsdale Fds | VCLT | Shares | $7.6M | 102K |
| Wisdomtree Tr | DES | Shares | $7.1M | 184K |
| Wisdomtree Tr | DLN | Shares | $7.0M | 74K |
| Select Sector Spdr Tr | XLP | Shares | $6.9M | 82K |
| Select Sector Spdr Tr | XLI | Shares | $6.6M | 38K |
| Select Sector Spdr Tr | XLE | Shares | $6.4M | 109K |
| Select Sector Spdr Tr | XLV | Shares | $5.9M | 40K |
| Select Sector Spdr Tr | XLK | Shares | $5.8M | 36K |
| Select Sector Spdr Tr | XLB | Shares | $5.7M | 112K |
| Ishares Tr | IGIB | Shares | $5.7M | 108K |
| Select Sector Spdr Tr | XLU | Shares | $4.9M | 105K |
| Ishares Tr | FLOT | Shares | $4.7M | 93K |
| Invesco Exchange Traded Fd T | PRF | Shares | $4.3M | 83K |
| Ishares Tr | IWB | Shares | $3.8M | 10K |
| Select Sector Spdr Tr | XLY | Shares | $3.6M | 30K |
| Ishares Tr | IGSB | Shares | $2.2M | 41K |
| Alphabet Inc | GOOGL | Shares | $2.0M | 5K |
| Invesco Exchange Traded Fd T | PID | Shares | $2.0M | 87K |
| Spdr Series Trust | SDY | Shares | $1.9M | 13K |
| Vanguard Malvern Fds | VTIP | Shares | $1.8M | 36K |
| Ishares Tr | STIP | Shares | $1.8M | 17K |
| Vanguard Scottsdale Fds | VGLT | Shares | $1.7M | 31K |
| Ishares Tr | ARTY | Shares | $1.7M | 26K |
| Invesco Exchange Traded Fd T | PKW | Shares | $1.6M | 12K |
| Amazon Com Inc | AMZN | Shares | $1.6M | 6K |
| Vanguard Bd Index Fds | BSV | Shares | $1.6M | 21K |
| Select Sector Spdr Tr | XLF | Shares | $1.6M | 31K |
| Microsoft Corp | MSFT | Shares | $1.4M | 3K |
| Pacer Fds Tr | SRVR | Shares | $1.4M | 41K |
| Ishares Tr | IDRV | Shares | $1.4M | 32K |
| Vanguard Index Fds | VNQ | Shares | $1.4M | 14K |
| Taiwan Semiconductor Manufac | TSM | Shares | $1.4M | 3K |
| Ishares Tr | REZ | Shares | $1.4M | 15K |
| Select Sector Spdr Tr | XLRE | Shares | $1.3M | 30K |
| Vaneck Etf Trust | MORT | Shares | $1.3M | 122K |
| Meta Platforms Inc | META | Shares | $1.2M | 2K |
| Applied Matls Inc | AMAT | Shares | $1.2M | 3K |
| Ishares Tr | ITB | Shares | $1.1M | 12K |
| Fair Isaac Corp | FICO | Call | $1.0M | 1K |
| Schwab Charles Corp | SCHW | Shares | $1.0M | 11K |
| Visa Inc | V | Shares | $921K | 3K |
| Iqvia Hldgs Inc | IQV | Shares | $840K | 5K |
| Mckesson Corp | MCK | Call | $814K | 1K |
| Booking Holdings Inc | BKNG | Shares | $779K | 5K |
| Ishares Tr | IVV | Shares | $771K | 1K |
| Apple Inc | AAPL | Shares | $689K | 2K |
| Starbucks Corp | SBUX | Shares | $686K | 6K |
| Elevance Health Inc Formerly | ELV | Shares | $671K | 2K |
| Disney Walt Co | DIS | Shares | $658K | 6K |
| Mastercard Incorporated | MA | Shares | $636K | 1K |
| Meta Platforms Inc | META | Call | $609K | 1K |
| Meta Platforms Inc | META | Put | $609K | 1K |
| Msci Inc | MSCI | Put | $589K | 1K |
| Airbnb Inc | ABNB | Shares | $527K | 4K |
| Qualcomm Inc | QCOM | Shares | $503K | 3K |
| Spdr Series Trust | SPTM | Shares | $489K | 6K |
| Costco Wholesale Corporation | COST | Shares | $474K | 469 |
| Vanguard Index Fds | VTI | Shares | $471K | 1K |
| Masco Corp | MAS | Shares | $464K | 7K |
| Schwab Strategic Tr | SCHF | Shares | $435K | 16K |
| S&P Global Inc | SPGI | Put | $426K | 1K |
| Salesforce Inc | CRM | Shares | $421K | 2K |
| Invesco Qqq Tr | QQQ | Shares | $419K | 621 |
| Microsoft Corp | MSFT | Put | $414K | 1K |
| Cencora Inc | COR | Shares | $403K | 1K |
| Autodesk Inc | ADSK | Shares | $389K | 2K |
| Air Products And Chemicals I | APD | Shares | $380K | 1K |
| Apollo Coml Real Estate Fin | ARI | Shares | $352K | 32K |
| Ishares Tr | IYY | Shares | $351K | 2K |
| Check Point Software Tech Lt | Shares | $346K | 3K | |
| Cadence Design System Inc | CDNS | Put | $341K | 1K |
| Visa Inc | V | Put | $328K | 1K |
| Aon Plc | Put | $312K | 1K | |
| Adobe Inc | ADBE | Shares | $309K | 1K |
| Constellation Energy Corp | CEG | Put | $308K | 1K |
| Dexcom Inc | DXCM | Shares | $301K | 5K |
| Stryker Corporation | SYK | Shares | $296K | 1K |
| Annaly Capital Management In | NLY | Shares | $294K | 13K |
| Intercontinental Exchange In | ICE | Shares | $292K | 2K |
| Chevron Corporation | CVX | Shares | $289K | 2K |
| Uber Technologies Inc | UBER | Shares | $277K | 4K |
| Amazon Com Inc | AMZN | Put | $268K | 1K |
| Ecolab Inc | ECL | Shares | $264K | 1K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $263K | 556 |
| Ecolab Inc | ECL | Call | $260K | 1K |
| Ecolab Inc | ECL | Put | $260K | 1K |
| Nvidia Corporation | NVDA | Shares | $236K | 1K |
| Vanguard Tax-Managed Fds | VEA | Shares | $234K | 3K |
| Proshares Tr | UWM | Shares | $230K | 4K |
| Ishares Tr | IYH | Shares | $221K | 4K |
| Take-Two Interactive Softwar | TTWO | Put | $216K | 1K |
| Gallagher Arthur J & Co | AJG | Put | $208K | 1K |
| Republic Svcs Inc | RSG | Put | $207K | 1K |
| Walmart Inc | WMT | Shares | $205K | 2K |
| Nvidia Corporation | NVDA | Put | $198K | 1K |
| Palo Alto Networks Inc | PANW | Put | $181K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.