One Wealth Management Investment & Advisory Services, LLC current holdings: USA Stocks
One Wealth Management Investment & Advisory Services, LLC reported $0.06 billion in share positions in stocks (listed in the US), 27 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are AAPL, NVDA, AMZN.
- AAPL: Country of operation United States; Class COM; Shares 47,792; Value $13,828,969.
- NVDA: Country of operation United States; Class COM; Shares 47,386; Value $9,481,396.
- AMZN: Country of operation United States; Class COM; Shares 30,245; Value $7,208,598.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 15,832; Value $5,657,934.
Form 13F-HR as filed (SEC CIK 2009427): quarter ended 2026-06-30, filed 2026-07-13. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| COGENT STRATEGIC WEALTH LLC | United States | $0.092B | 48 |
| MLP3, LLC | United States | $0.092B | 87 |
| Aspirean Wealth, LLC | United States | $0.092B | 18 |
| DECISION INVESTMENTS, INC | United States | $0.091B | 135 |
| GARRISON BRADFORD & ASSOCIATES INC | United States | $0.092B | 33 |
| Stone House Capital Management, LLC | United States | $0.091B | 3 |
| Framtiden Holdings Management Co LLC | United States | $0.092B | 6 |
| RIVULET CAPITAL, LLC | United States | $0.091B | 3 |
| State of New Jersey Common Pension Fund E | United States | $0.091B | 1 |
| truNorth Financial Services, Inc. | United States | $0.092B | 48 |