One Wealth Map LLC

CIK 0001802635 · Q1 2026

13F Equity AUM

$212.0M

+7.8% QoQ

Positions

+17 QoQ

AUM Rank

#7,164

Top 58%

Skill Alpha (FF)

-3.9%/yr^ns

No Clear Edge

Rank #6,939 · Top 84%

vs S&P -12.6%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 34.4%Top 10: 50.4%Top 20: 72.3%

CWB17.9%

EDV5.5%

TIP3.8%

BLV3.7%

VCLT3.6%

DES3.4%

DLN3.3%

XLP3.3%

XLI3.1%

XLE3.0%

Others (84)49.6%

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

Sector Allocation

Financial Services88.2%

Technology4.4%

Communication Services2.2%

Other5.2%

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

Position Sizing

Positions: 94Median: 0.38%Avg: 1.06%

0–0.5%

51(10.5%)

0.5–1%

23(17.2%)

1–3%

10(21.9%)

3–5%

8(27.1%)

5%+

2(23.3%)

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

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Portfolio Overlap

Shared: 93Unique: 1vs 20 funds

1.3%Low

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.8%

BANK OF AMERICA CORP /DE/

1.8%

2.6%

1.9%

1.8%

VANGUARD CAPITAL MANAGEMENT LLC

1.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.7%

GEODE CAPITAL MANAGEMENT, LLC

1.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New20Increased25Decreased42Exited3

New Positions

FLOT2.2%

+93K

FICO0.5%

+1K

MCK0.4%

+1K

MSCI0.3%

+1K

MAS0.2%

+7K

NVDA0.2%

+2K

SPGI0.2%

+1K

CRM0.2%

+2K

CDNS0.2%

+1K

AON0.1%

+1K

Increased

EDV5.5%

+27K(+17%)

MORT0.6%

+24K(+24%)

BKNG0.4%

+4K(+2184%)

SBUX0.3%

+3K(+90%)

TIP3.8%

+3K(+4%)

BLV3.7%

+2K(+2%)

SCHF0.2%

+2K(+15%)

ITB0.5%

+2K(+23%)

VTIP0.9%

+2K(+5%)

V0.6%

+2K(+79%)

Decreased

CWB17.9%

-24,096(-6%)

VGLT0.8%

-22,222(-42%)

XLE3.0%

-8,334(-7%)

DES3.4%

-4,438(-2%)

PRF2.0%

-3,909(-5%)

XLU2.3%

-2,942(-3%)

VCLT3.6%

-2,913(-3%)

XLB2.7%

-2,854(-2%)

XLP3.3%

-2,122(-3%)

XLI3.1%

-1,741(-4%)

Exited

DHC

-67,963

RGTI

-14,500

REM

-10,780

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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