One Wealth Capital Management, Llc

13F Filings History

Latest 13F report: Q2 2025 - Aug 6, 2025
Value $: $213M
Signature - Title: Marium Sohail - Chief Operating Officer
Location: Scottsdale, AZ
Summary: This page shows a list of all the recent 13F filings made by One Wealth Capital Management, Llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. One Wealth Capital Management, Llc reported 110 stock holdings with total value $213M as of Q2 2025. Top holdings included MSFT, IVV, IUSB, MUB, and DYNF.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2025	110	$213M	+$14.6M	-$15.3M	-$693K	MSFT, IVV, IUSB, MUB, DYNF	13F-HR	8/6/2025, 04:30 PM
Q1 2025	106	$186M	+$17.8M	-$18.2M	-$397K	MSFT, IVV, IUSB, MUB, QUAL	13F-HR	5/15/2025, 04:52 PM
Q4 2024	109	$197M	$0	$0		MSFT, IVV, IUSB, MUB, IVW	13F-HR	1/7/2025, 03:24 PM