1y return+14.2%S&P 500 +20.9%
3y return+27.1%S&P 500 +68.5%
5y return+14.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2021: $120 against $188 in the S&P 500.2
One Wealth Map LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CWBSpdr Series Trust | $38.2M | 17.8% | +4.6% |
| EDVVanguard World Fd | $13.3M | 6.2% | +21.7% |
| TIPIshares Tr | $8.6M | 4.0% | +10.3% |
| BLVVanguard Bd Index Fds | $8.2M | 3.8% | +8.4% |
| VCLTVanguard Scottsdale Fds | $8.0M | 3.7% | +8.9% |
| DESWisdomtree Tr | $7.7M | 3.6% | +3.2% |
| XLPSelect Sector Spdr Tr | $7.6M | 3.6% | +6.7% |
| DLNWisdomtree Tr | $7.5M | 3.5% | +3.8% |
| XLVSelect Sector Spdr Tr | $7.2M | 3.4% | +7.3% |
| XLISelect Sector Spdr Tr | $6.8M | 3.2% | +1.1% |
| XLESelect Sector Spdr Tr | $6.6M | 3.1% | +3.0% |
| IGIBIshares Tr | $6.2M | 2.9% | +10.4% |
| XLBSelect Sector Spdr Tr | $6.0M | 2.8% | +3.0% |
| XLKSelect Sector Spdr Tr | $5.6M | 2.6% | −5.8% |
| XLUSelect Sector Spdr Tr | $4.9M | 2.3% | +4.4% |
| FLOTIshares Tr | $4.7M | 2.2% | |
| PRFInvesco Exchange Traded Fd T | $4.7M | 2.2% | +4.2% |
| IWBIshares Tr | $4.1M | 1.9% | +7.5% |
| XLYSelect Sector Spdr Tr | $3.6M | 1.7% | +7.1% |
| IGSBIshares Tr | $2.4M | 1.1% | +11.5% |
| PIDInvesco Exchange Traded Fd T | $2.1M | 1.0% | +1.0% |
| SDYSpdr Series Trust | $2.0M | 1.0% | |
| STIPIshares Tr | $2.0M | 0.9% | +11.7% |
| VTIPVanguard Malvern Fds | $2.0M | 0.9% | +9.4% |
| PKWInvesco Exchange Traded Fd T | $1.8M | 0.9% | +5.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| XLKSelect Sector Spdr Tr | March 31, 2023 | +152.3% | $5.6M |
| ARTYIshares Tr | March 31, 2023 | +142.7% | $1.5M |
| GOOGLAlphabet Inc | March 31, 2024 | +136.8% | $1.6M |
| XLISelect Sector Spdr Tr | March 31, 2023 | +83.1% | $6.8M |
| IWBIshares Tr | March 31, 2023 | +81.8% | $4.1M |
| PRFInvesco Exchange Traded Fd T | March 31, 2023 | +72.3% | $4.7M |
| XLFSelect Sector Spdr Tr | June 30, 2022 | +70.5% | $1.8M |
| PKWInvesco Exchange Traded Fd T | March 31, 2023 | +66.5% | $1.8M |
| XLYSelect Sector Spdr Tr | March 31, 2023 | +56.9% | $3.6M |
| DLNWisdomtree Tr | March 31, 2023 | +55.7% | $7.5M |
Sold off last quarter
- SBUXStarbucks Corp was $686K
- QCOMQualcomm Inc was $503K
- VEAVanguard Tax-managed Fds was $234K
- IYHIshares Tr was $221K
- WMTWalmart Inc was $205K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.2% | +14.8% |
| March 31, 2026 | +0.8% | −4.6% |
| December 31, 2025 | −0.3% | +2.4% |
| September 30, 2025 | +5.0% | +7.8% |
| June 30, 2025 | +3.5% | +10.5% |
| March 31, 2025 | +0.1% | −4.6% |
| December 31, 2024 | −3.1% | +2.1% |
| September 30, 2024 | +6.8% | +5.4% |
| June 30, 2024 | −1.1% | +4.0% |
| March 31, 2024 | +2.1% | +10.0% |
| December 31, 2023 | +5.8% | +11.2% |
| September 30, 2023 | −2.8% | −3.6% |
| June 30, 2023 | +1.4% | +8.3% |
| March 31, 2023 | +3.8% | +7.0% |
| December 31, 2022 | +6.3% | +7.1% |
| September 30, 2022 | −6.6% | −5.3% |
| June 30, 2022 | −10.7% | −16.5% |
| March 31, 2022 | −5.0% | −4.9% |
| December 31, 2021 | +2.8% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: One Wealth Map LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1802635&type=13F-HR&dateb=&owner=include&count=40CIK 1802635
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1802635/000180263526000003/Filed July 31, 2026 · accession 0001802635-26-000003