Institutional Fund
One Wealth Map LLC
Las Vegas, NVCIK 18026355 filings on record
Portfolio Value
$205.25M
Q1 2026
Holdings
84
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+4.4%
from $196.53M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust18.4%
- Vanguard World Fd5.6%
- Ishares Tr3.9%
- Vanguard Bd Index Fds3.8%
- Vanguard Scottsdale Fds3.7%
- Wisdomtree Tr3.5%
- Other61.1%
Portfolio Holdings
84 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 371.5K | $37.84M | 18.4% | −24.1K | Reduced |
| 2 | Vanguard World Fd | 181.7K | $11.55M | 5.6% | +27.0K | Added |
| 3 | Ishares Tr | 72.4K | $8.07M | 3.9% | +2.5K | Added |
| 4 | Vanguard Bd Index Fds | 113.9K | $7.78M | 3.8% | +2.4K | Added |
| 5 | Vanguard Scottsdale Fds | 101.7K | $7.58M | 3.7% | −2.9K | Reduced |
| 6 | Wisdomtree Tr | 183.6K | $7.09M | 3.5% | −4.4K | Reduced |
| 7 | Wisdomtree Tr | 73.9K | $6.95M | 3.4% | −1.6K | Reduced |
| 8 | Select Sector Spdr Tr | 82.1K | $6.91M | 3.4% | −2.1K | Reduced |
| 9 | Select Sector Spdr Tr | 37.9K | $6.56M | 3.2% | −1.7K | Reduced |
| 10 | Select Sector Spdr Tr | 109.1K | $6.42M | 3.1% | −8.3K | Reduced |
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