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One Advisory Partners, LLC
ONE Advisory Partners, LLC is a registered investment adviser headquartered in Overland Park, Kansas. Founded in 2012, the firm provides personalized financial planning, investment management and wealth advisory services to individuals, including both high net worth and retail clients. As of mid-2025, the firm managed approximately $243 million in assets and employed around 8 professionals. ONE Advisory Partners serves primarily U.S. clients, focusing on long-term planning and portfolio management tailored to client objectives.
Investment Strategy
ONE Advisory Partners employs a client-focused investment advisory approach, managing portfolios for individuals and families. Their strategy emphasizes discretionary portfolio management, rooted in asset allocation and diversification across global equities and fixed income, aiming to optimize risk-adjusted returns aligned with each client's financial goals. The firm does not manage accounts for institutions, pooled vehicles, or business entities, and prioritizes transparency, ongoing monitoring, and regular client reviews to adjust investment allocations according to changing market conditions and client circumstances.
Latest 13F Filing Activity
One Advisory Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 60 equity positions with a total 13F market value of $299M. The fund increased holdings in Loar Holdings Inc., Ishares TR, Blackrock Etf Trust among other positions. One Advisory Partners, LLC reduced exposure to Ishares TR, Columbia Etf TR II, Ishares TR among others.
Top Holdings
Equity Positions (60)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IUSB | ISHARES TR | 10.38% | $31.1M | 677,440 | $47.90 | $46.23 | -$585.1K |
I IVV | ISHARES TR | 8.47% | $25.4M | 39,813 | $383.81 | $620.90 | -$11.6M |
L LOAR | LOAR HOLDINGS INC | 7.19% | $21.5M | 293,319 | $86.17 | $86.17 | +$21.5M |
Q QUAL | ISHARES TR | 6.72% | $20.1M | 108,127 | $133.08 | $182.82 | +$2.8M |
I IVW | ISHARES TR | 6.27% | $18.8M | 166,133 | $83.69 | $110.10 | +$2.5M |
Industry Allocation
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