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One Plus One Wealth Management, LLC
ONE PLUS ONE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser headquartered in Jupiter, Florida. The firm was founded in 2021 and serves retail investors, especially individuals and high net worth individuals, by providing portfolio management, financial planning, and selection of other advisers. As of 2025, it manages over $270 million in assets for its clients and employs 5 people, the majority of whom are involved in investment advisory roles. The firm focuses on working closely with clients to deliver tailored wealth management solutions.
Investment Strategy
ONE PLUS ONE WEALTH MANAGEMENT, LLC provides comprehensive advisory services that include portfolio management, financial planning, and the selection of other advisers for retail investors. Their approach emphasizes constructing diversified portfolios tailored to client needs, risk preferences, and long-term financial goals. The firm's Form CRS and regulatory filings indicate a focus on serving individuals, particularly high net worth clients, with strategies designed to preserve and grow wealth through careful, client-centric investment choices across various asset classes.
Latest 13F Filing Activity
One Plus One Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 88 equity positions with a total 13F market value of $206M. The fund increased holdings in Kraneshares Trust, Amplify Etf TR, Kratos Defense & Sec Solutio among other positions. One Plus One Wealth Management, LLC reduced exposure to Vanguard Scottsdale FDS, Direxion SHS Etf TR, Proshares TR among others.
Top Holdings
Equity Positions (88)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SILJ | AMPLIFY ETF TR | 11.22% | $23.1M | 999,917 | $11.21 | $23.09 | +$6.4M |
S SGDJ | SPROTT ETF TRUST | 6.49% | $13.4M | 186,036 | $24.95 | $71.79 | +$3.1M |
I IVOL | KRANESHARES TRUST | 6.08% | $12.5M | 649,090 | $19.46 | $19.28 | +$11.6M |
P PSQ | PROSHARES TR | 3.99% | $8.2M | 264,561 | $40.17 | $31.04 | -$1.8M |
S SPDN | DIREXION SHS ETF TR | 3.88% | $8.0M | 831,459 | $11.74 | $9.61 | -$3.1M |
Industry Allocation
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