Evid Invest
Holders — by stockHoldings — by fund

ONE WEALTH CAPITAL MANAGEMENT, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2050308

$355.1M

disclosed book value

223

positions

10.3%

largest position share

Positions, as of 2026-06-30

top 100 of 223 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1MSFTMICROSOFT CORP97,862$36.5M10.3%
2IVVISHARES TR40,140$30.1M8.5%
3MUBISHARES TR135,376$14.6M4.1%
4IUSBISHARES TR294,799$13.6M3.8%
5DYNFBLACKROCK ETF TRUST174,989$11.9M3.4%
6IVWISHARES TR77,730$10.7M3%
7AVGOBROADCOM INC28,290$10.7M3%
8NVDANVIDIA CORPORATION52,766$10.6M3%
9IVEISHARES TR36,049$8.2M2.3%
10IEMGISHARES INC92,849$7.7M2.2%
11LMUBISHARES TR127,065$6.5M1.8%
12GOOGLALPHABET INC18,190$6.5M1.8%
13GOOGALPHABET INC17,262$6.1M1.7%
14EFGISHARES TR48,015$6.0M1.7%
15AMZNAMAZON COM INC23,687$5.6M1.6%
16BAIBLACKROCK ETF TRUST103,328$5.4M1.5%
17TSLATESLA INC12,644$5.3M1.5%
18METAMETA PLATFORMS INC8,966$5.1M1.4%
19EFVISHARES TR61,782$4.7M1.3%
20BLCRBLACKROCK ETF TRUST81,822$4.1M1.2%
21GOVTISHARES TR172,812$3.9M1.1%
22VVISA INC10,842$3.7M1%
23THROBLACKROCK ETF TRUST86,042$3.7M1%
24MTUMISHARES TR9,649$3.3M0.9%
25MBBISHARES TR34,835$3.3M0.9%
26AAPLAPPLE INC10,846$3.1M0.9%
27TLHISHARES TR30,372$3.0M0.9%
28NFLXNETFLIX INC.42,640$3.0M0.9%
29BABOEING CO13,899$3.0M0.8%
30COROBLACKROCK ETF TRUST76,834$2.8M0.8%
31IDEFBLACKROCK ETF TRUST82,595$2.6M0.7%
32MNSTMONSTER BEVERAGE CORP NEW25,967$2.5M0.7%
33IALTBLACKROCK ETF TRUST85,937$2.4M0.7%
34SCHXSCHWAB STRATEGIC TR80,097$2.4M0.7%
35ORCLORACLE CORP14,876$2.2M0.6%
36AVGOBROADCOM INCPUT5,300$2.0M0.6%
37VRTXVERTEX PHARMACEUTICALS INC3,916$1.9M0.5%
38QUALISHARES TR8,352$1.8M0.5%
39SHOPSHOPIFY INC14,404$1.6M0.5%
40ADSKAUTODESK INC7,169$1.4M0.4%
41GGOVBLACKROCK ETF TRUST II27,479$1.4M0.4%
42ESGUISHARES TR8,356$1.4M0.4%
43LCTUBLACKROCK ETF TRUST16,886$1.4M0.4%
44MRVLMARVELL TECHNOLOGY INC4,265$1.3M0.4%
45DISDISNEY WALT CO12,675$1.2M0.3%
46BILSPDR SERIES TRUST13,244$1.2M0.3%
47IAUISHARES GOLD TR16,043$1.2M0.3%
48PHPARKER-HANNIFIN CORP1,194$1.2M0.3%
49CRMSALESFORCE INC6,972$1.1M0.3%
50SPYSTATE STR SPDR S&P 500 ETF T1,437$1.1M0.3%
51REGNREGENERON PHARMACEUTICALS1,600$997,6640.3%
52DSIISHARES TR6,569$935,3600.3%
53LLYELI LILLY & CO758$909,1680.3%
54SPDWSPDR INDEX SHS FDS17,703$892,0690.3%
55SBUXSTARBUCKS CORP8,550$873,7250.2%
56COFCAPITAL ONE FINL CORP4,334$869,4870.2%
57ISRGINTUITIVE SURGICAL INC2,186$869,3280.2%
58STIPISHARES TR8,247$842,5140.2%
59NVSNOVARTIS AG5,238$820,8990.2%
60MSFTMICROSOFT CORPPUT2,200$820,6440.2%
61VEAVANGUARD TAX-MANAGED FDS11,511$820,1590.2%
62DEDEERE & CO1,264$801,7930.2%
63CTVACORTEVA INC9,463$801,4210.2%
64JPCNUVEEN PFD & INCOME OPPORTUN101,328$798,4650.2%
65EXPDEXPEDITORS INTL WASH INC4,843$789,3120.2%
66ARESARES MANAGEMENT CORPORATION7,002$779,3930.2%
67AMATAPPLIED MATLS INC1,031$745,4130.2%
68HDHOME DEPOT INC2,103$741,6860.2%
69MUMICRON TECHNOLOGY INC642$741,0540.2%
70NVONOVO-NORDISK A S15,365$736,5980.2%
71WFCWELLS FARGO & CO8,860$732,1900.2%
72USXFISHARES TR10,423$723,8770.2%
73TSMTAIWAN SEMICONDUCTOR MANUFAC1,510$721,1310.2%
74VZVERIZON COMMUNICATIONS INC16,429$695,6040.2%
75TMOTHERMO FISHER SCIENTIFIC INC1,386$694,8850.2%
76LOWLOWES COS INC3,114$686,6060.2%
77QCOMQUALCOMM INC3,701$683,9080.2%
78EAGGISHARES TR14,299$677,9160.2%
79ITAISHARES TR2,782$674,4120.2%
80MUFGMITSUBISHI UFJ FINANCIAL GRO33,376$663,8490.2%
81AIGAMERICAN INTL GROUP INC8,875$661,4540.2%
82XLSRSSGA ACTIVE TR10,186$660,6640.2%
83SUSCISHARES TR28,287$654,8840.2%
84CSCOCISCO SYS INC5,573$654,6050.2%
85KOCOCA COLA CO7,831$636,4250.2%
86TDYTELEDYNE TECHNOLOGIES INC953$635,5560.2%
87SEICSEI INVTS CO7,189$630,5470.2%
88SPEMSPDR INDEX SHS FDS12,010$621,8640.2%
89CVXCHEVRON CORPORATION3,750$621,6000.2%
90CWCURTISS WRIGHT CORP819$620,6050.2%
91AMPAMERIPRISE FINL INC1,349$618,8670.2%
92AMGNAMGEN INC1,698$614,8800.2%
93USBUS BANCORP10,156$613,4220.2%
94MRKMERCK & CO INC4,631$595,0840.2%
95FIXCOMFORT SYS USA INC282$558,9100.2%
96PNCPNC FINL SVCS GROUP INC2,238$551,0400.2%
97STRLSTERLING INFRASTRUCTURE INC654$548,9410.2%
98VUGVANGUARD INDEX FDS6,240$537,5140.2%
99YUMYUM BRANDS INC3,349$535,3710.2%
100ECLECOLAB INC1,921$535,2100.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.