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One Wealth Capital Management, LLC
ONE WEALTH CAPITAL MANAGEMENT, LLC is an SEC-registered investment adviser headquartered in Scottsdale, Arizona. Founded in the 2020s, it specializes in investment management, financial planning, estate/succession planning, insurance, business consulting, and retirement planning services for individuals and business owners. The firm focuses on customized financial advice and disciplined portfolio management, leveraging experience across markets to serve the needs of clients seeking long-term wealth growth and protection. As of 2025, it manages over $213 million in assets across more than 100 investment positions.
Investment Strategy
One Wealth Capital Management utilizes disciplined investment management strategies, combining economic models with market experience to help clients grow and protect their wealth. The firm's approach centers around customized portfolio construction using diversified holdings across equities and fixed income, with continuous risk management and client-focused planning. Their philosophy emphasizes long-term financial health through personalized analysis, implementation, and protection of investment plans, serving a broad client base with tailored advice.
Latest 13F Filing Activity
One Wealth Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 109 equity positions with a total 13F market value of $213M. The fund increased holdings in Microsoft Corp., Blackrock Etf Trust, Ishares TR among other positions. One Wealth Capital Management, LLC reduced exposure to Ishares TR, Ishares Inc., Ishares TR among others.
Top Holdings
Equity Positions (109)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 25.02% | $53.3M | 107,177 | $421.36 | $497.41 | +$13.0M |
I IVV | ISHARES TR | 5.80% | $12.4M | 19,911 | $588.68 | $620.90 | -$4.7M |
I IUSB | ISHARES TR | 4.43% | $9.4M | 204,282 | $45.20 | $46.23 | -$124.2K |
M MUB | ISHARES TR | 3.72% | $7.9M | 75,914 | $106.54 | $104.48 | -$38.6K |
D DYNF | BLACKROCK ETF TRUST | 3.63% | $7.7M | 141,855 | $51.29 | $54.46 | +$888.1K |
Industry Allocation
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