SEC Form 13F

One Wealth Management Investment & Advisory Services, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-14
Reported value$95,259,685
Positions53

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCOM$13,828,96947,792
ISHARES TRSGOV0-3 MTH TREASURY$9,707,20596,426
NVIDIA CORPORATIONNVDACOM$9,481,39647,386
AMAZON COM INCAMZNCOM$7,208,59830,245
ALPHABET INCGOOGLCAP STK CL A$5,657,93415,832
VANGUARD SCOTTSDALE FDSVGSHSHORT TERM TREAS$4,918,65784,513
MICROSOFT CORPMSFTCOM$4,200,82211,262
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$4,173,1235,588
INVESCO QQQ TRQQQUNIT SER 1$3,803,5065,165
ISHARES TRIVVCORE S&P500 ETF$3,721,4534,969

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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