One Wealth Map LLC

CIK 0001802635 · Q2 2026

13F Equity AUM

$220.1M

+3.8% QoQ

Positions

+3 QoQ

AUM Rank

#5,905

Top 68%

Skill Alpha (FF)

-3.0%/yr^ns

No Clear Edge

Rank #6,882 · Top 83%

vs S&P -8.6%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 34.7%Top 10: 51.4%Top 20: 73.6%

CWB17.4%

EDV6.0%

TIP3.9%

BLV3.7%

VCLT3.6%

DES3.5%

XLP3.5%

DLN3.4%

XLV3.3%

XLI3.1%

Others (87)48.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services89.8%

Technology3.1%

Healthcare2.0%

Other5.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 97Median: 0.33%Avg: 1.03%

0–0.5%

55(10.7%)

0.5–1%

22(15.7%)

1–3%

10(22.2%)

3–5%

8(28.0%)

5%+

2(23.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 97vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New12Increased46Decreased29Exited9

New Positions

JPM0.2%

+2K

DUT0.2%

+1K

NFLX0.2%

+6K

CBOE0.1%

+1K

ADP0.1%

+1K

IGLB0.1%

+5K

ICVT0.1%

+2K

SPLB0.1%

+13K

VEEV0.1%

+1K

RME0.1%

+1K

Increased

EDV6.0%

+39K(+22%)

CWB17.4%

+17K(+5%)

MORT0.6%

+13K(+11%)

IGIB2.8%

+11K(+10%)

BLV3.7%

+10K(+8%)

VCLT3.6%

+9K(+9%)

TIP3.9%

+7K(+10%)

DES3.5%

+6K(+3%)

XLP3.5%

+5K(+7%)

IGSB1.1%

+5K(+11%)

Decreased

VGLT0.3%

-20,536(-67%)

ARI0.1%

-4,541(-14%)

ARTY0.7%

-2,416(-9%)

XLK2.6%

-2,075(-6%)

AMAT0.3%

-1,244(-42%)

NLY0.1%

-1,108(-9%)

ECL0.1%

-1,095(-54%)

AMZN0.6%

-857(-12%)

MAS0.2%

-731(-11%)

TSM0.5%

-654(-19%)

Exited

-1,000

-6,477

-1,000

-2,842

-1,000

-3,399

-1,000

-1,557

-3,622

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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