One Wealth Map

LAS VEGAS, NVfiles as One Wealth Map LLC

$214m in 90 US stocks at the end of 30 June 2026. The top 10 are 52.8% of the money. It changed about 4.5% of the portfolio this quarter.

Value

$214m

Stocks

Top 10 share

52.8%

Turnover

4.5%

What changed this quarter

New

Bought for the first time this quarter.

Arthur J. GallagherAJG
0.3% of the fund
S&P GlobalSPGI
0.3% of the fund
NetflixNFLX
0.2% of the fund
Spdr Series TrustSPLB
0.1% of the fund
Ishares TRICVT
0.1% of the fund
Ishares TRIGLB
0.1% of the fund
Veeva SystemsVEEV
0.1% of the fund
Vaneck ETF TrustSMB
<0.1% of the fund
JPMorgan ChaseJPM
<0.1% of the fund
Cboe Global MktsCBOE
<0.1% of the fund
ResmedRMD
<0.1% of the fund

Added

Bought more of a stock they already held.

Spdr Series TrustCWB
17.8% of the fund
+5%
Vanguard World FDEDV
6.2% of the fund
+22%
Ishares TRTIP
4.0% of the fund
+10%
Vanguard BD Index FDSBLV
3.8% of the fund
+8%
Vanguard Scottsdale FDSVCLT
3.7% of the fund
+9%
Wisdomtree TRDES
3.6% of the fund
+3%
Select Sector Spdr TRXLP
3.6% of the fund
+7%
Wisdomtree TRDLN
3.5% of the fund
+4%
Select Sector Spdr TRXLV
3.4% of the fund
+7%
Select Sector Spdr TRXLE
3.1% of the fund
+3%
Ishares TRIGIB
2.9% of the fund
+10%
Select Sector Spdr TRXLB
2.8% of the fund
+3%
Select Sector Spdr TRXLU
2.3% of the fund
+4%
Invesco Exchange Traded FD TPRF
2.2% of the fund
+4%
Ishares TRIWB
1.9% of the fund
+7%
Select Sector Spdr TRXLY
1.7% of the fund
+7%
Ishares TRIGSB
1.1% of the fund
+11%
Ishares TRSTIP
0.9% of the fund
+12%
Vanguard Malvern FDSVTIP
0.9% of the fund
+9%
Invesco Exchange Traded FD TPKW
0.9% of the fund
+5%
Select Sector Spdr TRXLF
0.8% of the fund
+4%
Vanguard BD Index FDSBSV
0.8% of the fund
+10%
Ishares TRREZ
0.7% of the fund
+4%
Vanguard Index FDSVNQ
0.7% of the fund
+3%
Select Sector Spdr TRXLRE
0.7% of the fund
+4%

Cut

Sold some of their stake.

Select Sector Spdr TRXLK
2.6% of the fund
-6%
AlphabetGOOGL
0.8% of the fund
-8%
Ishares TRARTY
0.7% of the fund
-9%
MicrosoftMSFT
0.6% of the fund
-13%
Taiwan Semiconductor ManufacturingTSM
0.5% of the fund
-19%
Meta PlatformsMETA
0.5% of the fund
-15%
VisaV
0.4% of the fund
-8%
Applied MaterialsAMAT
0.4% of the fund
-42%
Ishares TRIVV
0.4% of the fund
-3%
Walt DisneyDIS
0.3% of the fund
-5%
Vanguard Scottsdale FDSVGLT
0.3% of the fund
-67%
AirbnbABNB
0.2% of the fund
-7%
MascoMAS
0.2% of the fund
-11%
Invesco QQQ TRQQQ
0.2% of the fund
-9%
DexcomDXCM
0.2% of the fund
-3%
Annaly Capital ManagementNLY
0.1% of the fund
-9%
EcolabECL
0.1% of the fund
-9%
Costco WholesaleCOST
0.1% of the fund
-46%
Uber TechnologiesUBER
0.1% of the fund
-8%
Proshares TRUWM
0.1% of the fund
-11%
Apollo Commercial Real Estate FinanceARI
<0.1% of the fund
-14%
Palo Alto NetworksPANW
<0.1% of the fund
-72%

Sold out

Sold their entire stake.

StarbucksSBUX
-100%
QualcommQCOM
-100%
Vanguard Tax-Managed FDSVEA
-100%
Ishares TRIYH
-100%
WalmartWMT
-100%

Holdings

Spdr Series TrustCWB
Share
17.8%
Value
$38m
Shares
388,508
+5%
Vanguard World FDEDV
Share
6.2%
Value
$13m
Shares
221,145
+22%
Ishares TRTIP
Share
4.0%
Value
$9m
Shares
79,899
+10%
Vanguard BD Index FDSBLV
Share
3.8%
Value
$8m
Shares
123,480
+8%
Vanguard Scottsdale FDSVCLT
Share
3.7%
Value
$8m
Shares
110,719
+9%
Wisdomtree TRDES
Share
3.6%
Value
$8m
Shares
189,509
+3%
Select Sector Spdr TRXLP
Share
3.6%
Value
$8m
Shares
87,522
+7%
Wisdomtree TRDLN
Share
3.5%
Value
$8m
Shares
76,725
+4%
Select Sector Spdr TRXLV
Share
3.4%
Value
$7m
Shares
43,386
+7%
Select Sector Spdr TRXLI
Share
3.2%
Value
$7m
Shares
38,366
Held
Select Sector Spdr TRXLE
Share
3.1%
Value
$7m
Shares
112,418
+3%
Ishares TRIGIB
Share
2.9%
Value
$6m
Shares
119,212
+10%
Select Sector Spdr TRXLB
Share
2.8%
Value
$6m
Shares
115,018
+3%
Select Sector Spdr TRXLK
Share
2.6%
Value
$6m
Shares
33,855
-6%
Select Sector Spdr TRXLU
Share
2.3%
Value
$5m
Shares
109,651
+4%
Ishares TRFLOT
Share
2.2%
Value
$5m
Shares
92,513
Held
Invesco Exchange Traded FD TPRF
Share
2.2%
Value
$5m
Shares
86,410
+4%
Ishares TRIWB
Share
1.9%
Value
$4m
Shares
10,261
+7%
Select Sector Spdr TRXLY
Share
1.7%
Value
$4m
Shares
32,154
+7%
Ishares TRIGSB
Share
1.1%
Value
$2m
Shares
46,047
+11%
Invesco Exchange Traded FD TPID
Share
1.0%
Value
$2m
Shares
87,885
Held
Spdr Series TrustSDY
Share
1.0%
Value
$2m
Shares
12,925
Held
Ishares TRSTIP
Share
0.9%
Value
$2m
Shares
19,534
+12%
Vanguard Malvern FDSVTIP
Share
0.9%
Value
$2m
Shares
39,548
+9%
Invesco Exchange Traded FD TPKW
Share
0.9%
Value
$2m
Shares
12,513
+5%
Select Sector Spdr TRXLF
Share
0.8%
Value
$2m
Shares
31,983
+4%
Vanguard BD Index FDSBSV
Share
0.8%
Value
$2m
Shares
22,794
+10%
AlphabetGOOGL
Share
0.8%
Value
$2m
Shares
4,788
-8%
Ishares TRREZ
Share
0.7%
Value
$2m
Shares
15,932
+4%
Vanguard Index FDSVNQ
Share
0.7%
Value
$1m
Shares
14,842
+3%
Ishares TRARTY
Share
0.7%
Value
$1m
Shares
23,984
-9%
Select Sector Spdr TRXLRE
Share
0.7%
Value
$1m
Shares
31,102
+4%
Amazon.comAMZN
Share
0.7%
Value
$1m
Shares
6,232
+2%
Vaneck ETF TrustMORT
Share
0.6%
Value
$1m
Shares
135,114
+11%
Iqvia HoldingsIQV
Share
0.6%
Value
$1m
Shares
5,326
Held
Pacer FDS TRSRVR
Share
0.6%
Value
$1m
Shares
42,393
+4%
Ishares TRITB
Share
0.6%
Value
$1m
Shares
12,540
+9%
MicrosoftMSFT
Share
0.6%
Value
$1m
Shares
3,059
-13%
Ishares TRIDRV
Share
0.5%
Value
$1m
Shares
32,939
+3%
Charles SchwabSCHW
Share
0.5%
Value
$1m
Shares
10,991
Held
Taiwan Semiconductor ManufacturingTSM
Share
0.5%
Value
$1m
Shares
2,820
-19%
Booking HoldingsBKNG
Share
0.5%
Value
$990,100
Shares
4,919
+7%
Meta PlatformsMETA
Share
0.5%
Value
$975,037
Shares
1,665
-15%
VisaV
Share
0.4%
Value
$950,860
Shares
2,579
-8%
AppleAAPL
Share
0.4%
Value
$896,330
Shares
2,650
+8%
Applied MaterialsAMAT
Share
0.4%
Value
$758,971
Shares
1,739
-42%
Ishares TRIVV
Share
0.4%
Value
$754,516
Shares
1,029
-3%
MastercardMA
Share
0.3%
Value
$726,032
Shares
1,289
Held
Elevance HealthELV
Share
0.3%
Value
$685,314
Shares
1,823
Held
Arthur J. GallagherAJG
Share
0.3%
Value
$602,358
Shares
2,240
New
Walt DisneyDIS
Share
0.3%
Value
$596,018
Shares
6,052
-5%
Intercontinental ExchangeICE
Share
0.3%
Value
$587,653
Shares
3,809
+102%
S&P GlobalSPGI
Share
0.3%
Value
$553,505
Shares
1,319
New
Vanguard Scottsdale FDSVGLT
Share
0.3%
Value
$546,336
Shares
10,283
-67%
AirbnbABNB
Share
0.2%
Value
$531,863
Shares
3,476
-7%
Spdr Series TrustSPTM
Share
0.2%
Value
$496,132
Shares
5,594
Held
Vanguard Index FDSVTI
Share
0.2%
Value
$477,233
Shares
1,324
Held
SalesforceCRM
Share
0.2%
Value
$456,015
Shares
2,421
+6%
NetflixNFLX
Share
0.2%
Value
$449,585
Shares
6,106
New
StrykerSYK
Share
0.2%
Value
$446,053
Shares
1,266
+26%
Schwab Strategic TRSCHF
Share
0.2%
Value
$438,429
Shares
16,396
Held
CencoraCOR
Share
0.2%
Value
$427,875
Shares
1,343
Held
Check Point Software TechnologiesCHKP
Share
0.2%
Value
$426,832
Shares
3,056
Held
MascoMAS
Share
0.2%
Value
$419,469
Shares
5,781
-11%
AutodeskADSK
Share
0.2%
Value
$405,889
Shares
1,655
+4%
Invesco QQQ TRQQQ
Share
0.2%
Value
$373,901
Shares
565
-9%
Air Products & ChemicalsAPD
Share
0.2%
Value
$370,995
Shares
1,261
Held
DexcomDXCM
Share
0.2%
Value
$356,690
Shares
4,747
-3%
Ishares TRIYY
Share
0.2%
Value
$355,710
Shares
2,000
Held
AdobeADBE
Share
0.2%
Value
$337,981
Shares
1,283
+4%
ChevronCVX
Share
0.1%
Value
$294,805
Shares
1,537
Held
Berkshire HathawayBRK-B
Share
0.1%
Value
$277,492
Shares
545
Held
Spdr Series TrustSPLB
Share
0.1%
Value
$273,298
Shares
12,759
New
Annaly Capital ManagementNLY
Share
0.1%
Value
$271,195
Shares
11,766
-9%
EcolabECL
Share
0.1%
Value
$261,441
Shares
922
-9%
Ishares TRICVT
Share
0.1%
Value
$260,490
Shares
2,375
New
Ishares TRIGLB
Share
0.1%
Value
$257,444
Shares
5,369
New
Costco WholesaleCOST
Share
0.1%
Value
$247,334
Shares
254
-46%
Uber TechnologiesUBER
Share
0.1%
Value
$242,080
Shares
3,400
-8%
Veeva SystemsVEEV
Share
0.1%
Value
$241,591
Shares
1,162
New
NvidiaNVDA
Share
0.1%
Value
$224,592
Shares
1,182
Held
Proshares TRUWM
Share
0.1%
Value
$214,419
Shares
3,469
-11%
Vaneck ETF TrustSMB
Share
<0.1%
Value
$199,945
Shares
11,591
New
Apollo Commercial Real Estate FinanceARI
Share
<0.1%
Value
$180,303
Shares
27,319
-14%
JPMorgan ChaseJPM
Share
<0.1%
Value
$178,054
Shares
517
New
Arbor Realty TrustABR
Share
<0.1%
Value
$102,763
Shares
20,229
Held
Palo Alto NetworksPANW
Share
<0.1%
Value
$37,698
Shares
120
-72%
Cboe Global MktsCBOE
Share
<0.1%
Value
$31,294
Shares
102
New
Ready CapitalRC
Share
<0.1%
Value
$23,253
Shares
16,148
Held
ResmedRMD
Share
<0.1%
Value
$1,071
Shares
5
New

Company	Share of fund	Value	Shares	Change
Spdr Series TrustCWB	17.8%	$38m	388,508	+5%
Vanguard World FDEDV	6.2%	$13m	221,145	+22%
Ishares TRTIP	4.0%	$9m	79,899	+10%
Vanguard BD Index FDSBLV	3.8%	$8m	123,480	+8%
Vanguard Scottsdale FDSVCLT	3.7%	$8m	110,719	+9%
Wisdomtree TRDES	3.6%	$8m	189,509	+3%
Select Sector Spdr TRXLP	3.6%	$8m	87,522	+7%
Wisdomtree TRDLN	3.5%	$8m	76,725	+4%
Select Sector Spdr TRXLV	3.4%	$7m	43,386	+7%
Select Sector Spdr TRXLI	3.2%	$7m	38,366	Held
Select Sector Spdr TRXLE	3.1%	$7m	112,418	+3%
Ishares TRIGIB	2.9%	$6m	119,212	+10%
Select Sector Spdr TRXLB	2.8%	$6m	115,018	+3%
Select Sector Spdr TRXLK	2.6%	$6m	33,855	-6%
Select Sector Spdr TRXLU	2.3%	$5m	109,651	+4%
Ishares TRFLOT	2.2%	$5m	92,513	Held
Invesco Exchange Traded FD TPRF	2.2%	$5m	86,410	+4%
Ishares TRIWB	1.9%	$4m	10,261	+7%
Select Sector Spdr TRXLY	1.7%	$4m	32,154	+7%
Ishares TRIGSB	1.1%	$2m	46,047	+11%
Invesco Exchange Traded FD TPID	1.0%	$2m	87,885	Held
Spdr Series TrustSDY	1.0%	$2m	12,925	Held
Ishares TRSTIP	0.9%	$2m	19,534	+12%
Vanguard Malvern FDSVTIP	0.9%	$2m	39,548	+9%
Invesco Exchange Traded FD TPKW	0.9%	$2m	12,513	+5%
Select Sector Spdr TRXLF	0.8%	$2m	31,983	+4%
Vanguard BD Index FDSBSV	0.8%	$2m	22,794	+10%
AlphabetGOOGL	0.8%	$2m	4,788	-8%
Ishares TRREZ	0.7%	$2m	15,932	+4%
Vanguard Index FDSVNQ	0.7%	$1m	14,842	+3%
Ishares TRARTY	0.7%	$1m	23,984	-9%
Select Sector Spdr TRXLRE	0.7%	$1m	31,102	+4%
Amazon.comAMZN	0.7%	$1m	6,232	+2%
Vaneck ETF TrustMORT	0.6%	$1m	135,114	+11%
Iqvia HoldingsIQV	0.6%	$1m	5,326	Held
Pacer FDS TRSRVR	0.6%	$1m	42,393	+4%
Ishares TRITB	0.6%	$1m	12,540	+9%
MicrosoftMSFT	0.6%	$1m	3,059	-13%
Ishares TRIDRV	0.5%	$1m	32,939	+3%
Charles SchwabSCHW	0.5%	$1m	10,991	Held
Taiwan Semiconductor ManufacturingTSM	0.5%	$1m	2,820	-19%
Booking HoldingsBKNG	0.5%	$990,100	4,919	+7%
Meta PlatformsMETA	0.5%	$975,037	1,665	-15%
VisaV	0.4%	$950,860	2,579	-8%
AppleAAPL	0.4%	$896,330	2,650	+8%
Applied MaterialsAMAT	0.4%	$758,971	1,739	-42%
Ishares TRIVV	0.4%	$754,516	1,029	-3%
MastercardMA	0.3%	$726,032	1,289	Held
Elevance HealthELV	0.3%	$685,314	1,823	Held
Arthur J. GallagherAJG	0.3%	$602,358	2,240	New
Walt DisneyDIS	0.3%	$596,018	6,052	-5%
Intercontinental ExchangeICE	0.3%	$587,653	3,809	+102%
S&P GlobalSPGI	0.3%	$553,505	1,319	New
Vanguard Scottsdale FDSVGLT	0.3%	$546,336	10,283	-67%
AirbnbABNB	0.2%	$531,863	3,476	-7%
Spdr Series TrustSPTM	0.2%	$496,132	5,594	Held
Vanguard Index FDSVTI	0.2%	$477,233	1,324	Held
SalesforceCRM	0.2%	$456,015	2,421	+6%
NetflixNFLX	0.2%	$449,585	6,106	New
StrykerSYK	0.2%	$446,053	1,266	+26%
Schwab Strategic TRSCHF	0.2%	$438,429	16,396	Held
CencoraCOR	0.2%	$427,875	1,343	Held
Check Point Software TechnologiesCHKP	0.2%	$426,832	3,056	Held
MascoMAS	0.2%	$419,469	5,781	-11%
AutodeskADSK	0.2%	$405,889	1,655	+4%
Invesco QQQ TRQQQ	0.2%	$373,901	565	-9%
Air Products & ChemicalsAPD	0.2%	$370,995	1,261	Held
DexcomDXCM	0.2%	$356,690	4,747	-3%
Ishares TRIYY	0.2%	$355,710	2,000	Held
AdobeADBE	0.2%	$337,981	1,283	+4%
ChevronCVX	0.1%	$294,805	1,537	Held
Berkshire HathawayBRK-B	0.1%	$277,492	545	Held
Spdr Series TrustSPLB	0.1%	$273,298	12,759	New
Annaly Capital ManagementNLY	0.1%	$271,195	11,766	-9%
EcolabECL	0.1%	$261,441	922	-9%
Ishares TRICVT	0.1%	$260,490	2,375	New
Ishares TRIGLB	0.1%	$257,444	5,369	New
Costco WholesaleCOST	0.1%	$247,334	254	-46%
Uber TechnologiesUBER	0.1%	$242,080	3,400	-8%
Veeva SystemsVEEV	0.1%	$241,591	1,162	New
NvidiaNVDA	0.1%	$224,592	1,182	Held
Proshares TRUWM	0.1%	$214,419	3,469	-11%
Vaneck ETF TrustSMB	<0.1%	$199,945	11,591	New
Apollo Commercial Real Estate FinanceARI	<0.1%	$180,303	27,319	-14%
JPMorgan ChaseJPM	<0.1%	$178,054	517	New
Arbor Realty TrustABR	<0.1%	$102,763	20,229	Held
Palo Alto NetworksPANW	<0.1%	$37,698	120	-72%
Cboe Global MktsCBOE	<0.1%	$31,294	102	New
Ready CapitalRC	<0.1%	$23,253	16,148	Held
ResmedRMD	<0.1%	$1,071	5	New

Options (16)

MckessonMCK
Type
Call
Value
$888,560
Contracts
1,000
Meta PlatformsMETA
Type
Put
Value
$585,610
Contracts
1,000
Moody'sMCO
Type
Put
Value
$483,240
Contracts
1,000
MicrosoftMSFT
Type
Put
Value
$390,540
Contracts
1,000
AonAON
Type
Put
Value
$377,160
Contracts
1,000
VisaV
Type
Put
Value
$368,730
Contracts
1,000
JPMorgan ChaseJPM
Type
Put
Value
$344,710
Contracts
1,000
Palo Alto NetworksPANW
Type
Put
Value
$314,150
Contracts
1,000
Cboe Global MktsCBOE
Type
Put
Value
$307,810
Contracts
1,000
Automatic Data ProcessingADP
Type
Put
Value
$273,370
Contracts
1,000
Constellation EnergyCEG
Type
Put
Value
$257,950
Contracts
1,000
Iqvia HoldingsIQV
Type
Put
Value
$247,560
Contracts
1,000
Republic ServicesRSG
Type
Put
Value
$218,910
Contracts
1,000
Lowe's CompaniesLOW
Type
Put
Value
$215,680
Contracts
1,000
ResmedRMD
Type
Put
Value
$214,290
Contracts
1,000
NvidiaNVDA
Type
Put
Value
$190,010
Contracts
1,000

Company	Type	Value	Contracts
MckessonMCK	Call	$888,560	1,000
Meta PlatformsMETA	Put	$585,610	1,000
Moody'sMCO	Put	$483,240	1,000
MicrosoftMSFT	Put	$390,540	1,000
AonAON	Put	$377,160	1,000
VisaV	Put	$368,730	1,000
JPMorgan ChaseJPM	Put	$344,710	1,000
Palo Alto NetworksPANW	Put	$314,150	1,000
Cboe Global MktsCBOE	Put	$307,810	1,000
Automatic Data ProcessingADP	Put	$273,370	1,000
Constellation EnergyCEG	Put	$257,950	1,000
Iqvia HoldingsIQV	Put	$247,560	1,000
Republic ServicesRSG	Put	$218,910	1,000
Lowe's CompaniesLOW	Put	$215,680	1,000
ResmedRMD	Put	$214,290	1,000
NvidiaNVDA	Put	$190,010	1,000

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 17.7% since 30 June 2025.

Where the money is

Technology2.7%

Financial services2.5%

Media & telecom1.7%

Health care1.6%

Retail & consumer1.4%

Industrials0.3%

Materials0.3%

Real estate0.1%

Energy0.1%

Everyday goods0.1%

Other89.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.