• 13F History

One Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$674M
Signature - Title
Kevin Cohen - Chief Compliance Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by One Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. One Wealth Advisors, LLC reported 250 stock holdings with total value $674M as of Q4 2024. Top holdings included SPLG, AAPL, VTEB, IVW, and QUAL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 250 $674M +$64.1M -$34.2M +$29.9M SPLG, AAPL, VTEB, IVW, QUAL 13F-HR 1/24/2025, 04:04 PM
Q3 2024 266 $652M +$171M -$21.9M +$149M SPLG, AAPL, IUSB, VTEB, QUAL 13F-HR 10/16/2024, 05:18 PM
Q2 2024 232 $463M +$42M -$162M -$120M SPLG, AAPL, IVW, QUAL, IVV 13F-HR 8/13/2024, 04:17 PM
Q1 2024 248 $575M +$95M -$63.8M +$31.2M SPLG, AAPL, IUSB, QUAL, VTEB 13F-HR 4/15/2024, 12:42 PM
Q4 2023 208 $519M +$76.2M -$49.5M +$26.7M SPLG, AAPL, VTEB, ESGU, QUAL 13F-HR 2/13/2024, 11:06 AM
Q3 2023 227 $450M +$71M -$75.3M -$4.35M SPLG, AAPL, MUB, ESGU, SCHZ 13F-HR 11/1/2023, 08:55 AM
Q2 2023 220 $475M +$32.6M -$14.4M +$18.2M SPLG, AAPL, ESGU, QUAL, EFG 13F-HR 8/14/2023, 06:09 PM
Q1 2023 198 $433M +$65M -$56.9M +$8.1M SPLG, AAPL, ESGU, SCHZ, QUAL 13F-HR 5/15/2023, 09:36 AM
Q4 2022 629 $438M +$154M -$36.4M +$117M SPLG, ESGU, AAPL, IWF, TFI 13F-HR 2/14/2023, 01:26 PM
Q3 2022 176 $306M +$65.1M -$24.6M +$40.6M SPLG, ESGU, AAPL, GOVT, EUSB 13F-HR 11/14/2022, 04:26 PM
Q2 2022 187 $368M +$68.3M -$36M +$32.3M SPLG, ESGU, AAPL, MUB, EFV 13F-HR 8/15/2022, 06:13 PM
Q1 2022 198 $408M +$90.4M -$32.9M +$57.5M ESGU, SPLG, AAPL, IWF, EUSB 13F-HR 5/16/2022, 12:36 PM
Q4 2021 196 $394M +$68.2M -$20M +$48.3M ESGU, IWF, AAPL, SPLG, VEA 13F-HR 2/14/2022, 03:42 PM
Q3 2021 214 $341M +$69.5M -$53M +$16.5M IWF, ESGU, AAPL, VEA, SPLG 13F-HR 11/15/2021, 04:37 PM
Q2 2021 177 $316M +$64.1M -$28M +$36.2M IWF, VEA, ESGU, AAPL, VLUE 13F-HR 8/16/2021, 04:54 PM
Q1 2021 157 $261M +$94.5M -$31.2M +$63.3M IWF, VEA, VLUE, AAPL, ESGU 13F-HR 5/17/2021, 05:03 PM
Q4 2020 126 $182M +$30.7M -$7.3M +$23.4M IWF, VEA, DVY, AAPL, IJS 13F-HR 2/16/2021, 01:02 PM
Q3 2020 91 $145M +$26.8M -$2.58M +$24.2M IWF, VEA, DVY, AAPL, VWO 13F-HR 11/16/2020, 09:40 AM
Q2 2020 83 $126M +$17.2M -$7.14M +$10.1M IWF, VEA, DVY, AAPL, IJH 13F-HR 8/14/2020, 03:30 PM
Q1 2020 88 $101M +$16.8M -$4.88M +$11.9M IWF, VEA, DVY, AAPL, IJH 13F-HR 5/15/2020, 07:54 AM
Q4 2019 113 $135M +$20.3M -$3.22M +$17M IWF, VEA, DVY, AAPL, IJS 13F-HR 2/13/2020, 07:03 AM
Q3 2019 111 $114M +$6.02M -$7.59M -$1.57M IWF, DVY, VEA, IJS, AAPL 13F-HR 11/14/2019, 02:31 PM
Q2 2019 120 $121M +$19.4M -$2.84M +$16.6M IWF, VEA, DVY, AAPL, IJS 13F-HR 8/13/2019, 08:30 PM
Q1 2019 526 $122M +$37.8M -$160M -$123M IWF, VEA, DVY, IJS, VWO 13F-HR 5/15/2019, 05:01 PM
Q4 2018 99 $97.9M +$26M -$6.38M +$19.6M IWF, DVY, VEA, IJS, IWB 13F-HR 2/14/2019, 08:05 PM
Q3 2018 539 $131M +$12.5M -$5.71M +$6.84M IWF, DVY, VEA, IJS, VWO 13F-HR 11/14/2018, 04:52 PM
Q2 2018 528 $125M +$18.8M -$3.94M +$14.9M IWF, DVY, VEA, IJS, VWO 13F-HR 8/14/2018, 02:48 PM
Q1 2018 498 $113M +$12.8M -$8.6M +$4.23M IWF, VEA, DVY, IJS, VWO 13F-HR 5/15/2018, 02:43 PM
Q4 2017 539 $123M IWF, VEA, DVY, IJS, VWO 13F-HR 2/14/2018, 12:27 PM