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Value $
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$197M
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Signature - Title
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Peter Hoopis - CCO
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Location
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Scottsdale, AZ
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Summary
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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 109 stock holdings with total value $197M as of Q4 2024. Top holdings included MSFT, IVV, IUSB, MUB, and IVW.