Loading…
CIK 0001819695 • 6 13F filings • Apr 14, 2025 – Jul 21, 2026
Import this data to Google Sheets with:
=jivedata("one-advisory-partners-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $211K | 0.1%Prev: 0.1% | 866 SH | Decreased+9 SH |
| APPLE INC | COM | $835K | 0.3%Prev: 0.3% | 3,372 SH | Decreased-122 SH |
| APPLIED MATLS INC | COM | $885K | 0.3%Prev: 0.8% | 4,033 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $463K | 0.1%Prev: 0.1% | 941 SH | Decreased |
| BLACKROCK ETF TRUST | DYNAMIC EQTY ACT | $229K | 0.1%Prev: 0.1% | 9,093 SH | Decreased-262 SH |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $8.8M | 2.7% | 247,733 SH | New |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $23.4M | 7.2%Prev: 5.5% | 398,529 SH | Increased+102,601 SH |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $8.2M | 2.5% | 219,014 SH | New |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $5.4M | 1.7% | 102,283 SH | New |
| BLACKROCK ETF TRUST II | ISHARES HIGH YIE | $1.1M | 0.4% | 23,399 SH | New |
| COLUMBIA ETF TR II | EM CORE EX ETF | $315K | 0.1%Prev: 0.1% | 8,506 SH | Decreased+2,243 SH |
| GLOBAL X FDS | DEFENSE TECH ETF | $4.3M | 1.3%Prev: 1.8% | 63,359 SH | Decreased-48,235 SH |
| HOME DEPOT INC | COM | $317K | 0.1%Prev: 0.1% | 836 SH | Increased+263 SH |
| INVESCO QQQ TR | UNIT SER 1 | $309K | 0.1%Prev: 0.1% | 513 SH | Decreased+37 SH |
| ISHARES GOLD TR | ISHARES NEW | $8.2M | 2.5%Prev: 0.9% | 106,222 SH | Increased+63,911 SH |
| ISHARES INC | CORE MSCI EMKT | $1.9M | 0.6%Prev: 0.6% | 28,949 SH | Decreased+3,850 SH |
| ISHARES INC | MSCI EMRG CHN | $418K | 0.1%Prev: 0.1% | 6,061 SH | Decreased+739 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $622K | 0.2% | 6,010 SH | New |
| ISHARES TR | 1 3 YR TREAS BD | $266K | 0.1% | 3,205 SH | New |
| ISHARES TR | 10-20 YR TRS ETF | $10.5M | 3.2%Prev: 1.5% | 101,063 SH | Increased+44,516 SH |
| ISHARES TR | 20 YR TR BD ETF | $755K | 0.2% | 8,336 SH | New |
| ISHARES TR | CORE DIV GRWTH | $625K | 0.2% | 9,244 SH | New |
| ISHARES TR | CORE INTL AGGR | $269K | 0.1% | 5,211 SH | New |
| ISHARES TR | CORE S&P TTL STK | $298K | 0.1%Prev: 0.1% | 2,056 SH | Decreased-1,095 SH |
| ISHARES TR | CORE S&P500 ETF | $26.3M | 8.0%Prev: 16.7% | 39,417 SH | Decreased-42,621 SH |
| ISHARES TR | CORE TOTAL USD | $30.3M | 9.3% | 647,595 SH | New |
| ISHARES TR | EAFE GRWTH ETF | $2.5M | 0.8%Prev: 1.7% | 21,906 SH | Decreased-27,324 SH |
| ISHARES TR | EAFE VALUE ETF | $15.7M | 4.8%Prev: 0.5% | 233,765 SH | Increased+212,164 SH |
| ISHARES TR | ESG AWR MSCI USA | $2.5M | 0.8%Prev: 0.7% | 17,334 SH | Decreased+859 SH |
| ISHARES TR | EUROPE ETF | $524K | 0.2%Prev: 0.1% | 8,007 SH | Decreased+469 SH |
| ISHARES TR | ISHS 1-5YR INVS | $345K | 0.1% | 6,511 SH | New |
| ISHARES TR | JPMORGAN USD EMG | $2.3M | 0.7% | 23,845 SH | New |
| ISHARES TR | MBS ETF | $574K | 0.2%Prev: 0.1% | 6,017 SH | Increased+388 SH |
| ISHARES TR | MORNINGSTAR VALU | $276K | 0.1%Prev: 0.1% | 3,098 SH | Decreased+198 SH |
| ISHARES TR | MSCI ACWI ETF | $519K | 0.2%Prev: 0.2% | 3,763 SH | Decreased |
| ISHARES TR | MSCI INTL VLU FT | $2.5M | 0.8%Prev: 0.8% | 71,647 SH | Decreased+2,346 SH |
| ISHARES TR | MSCI USA MIN VOL | $739K | 0.2% | 7,840 SH | New |
| ISHARES TR | MSCI USA MMENTM | $5.3M | 1.6%Prev: 2.3% | 20,708 SH | Decreased-4,279 SH |
| ISHARES TR | MSCI USA QLT FCT | $19.6M | 6.0%Prev: 0.8% | 101,518 SH | Increased+88,699 SH |
| ISHARES TR | MSCI USA VALUE | $317K | 0.1%Prev: 0.1% | 2,554 SH | Decreased+461 SH |
| ISHARES TR | NATIONAL MUN ETF | $5.1M | 1.6%Prev: 1.2% | 47,788 SH | Increased+8,363 SH |
| ISHARES TR | RUS 1000 ETF | $925K | 0.3%Prev: 0.3% | 2,542 SH | Decreased+21 SH |
| ISHARES TR | S&P 100 ETF | $18.5M | 5.7%Prev: 1.3% | 55,726 SH | Increased+42,244 SH |
| ISHARES TR | S&P 500 GRWT ETF | $19.6M | 6.0%Prev: 6.0% | 162,591 SH | Decreased+1,437 SH |
| ISHARES TR | S&P 500 VAL ETF | $15.4M | 4.7%Prev: 4.7% | 75,450 SH | Decreased-1,012 SH |
| ISHARES TR | U.S. TECH ETF | $2.8M | 0.9%Prev: 0.8% | 14,420 SH | Decreased+3,120 SH |
| ISHARES TR | US AER DEF ETF | $269K | 0.1%Prev: 0.1% | 1,285 SH | Increased+277 SH |
| ISHARES TR | US TREAS BD ETF | $660K | 0.2%Prev: 2.5% | 28,422 SH | Decreased-378,349 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $319K | 0.1%Prev: 0.1% | 5,562 SH | Decreased |
| LOAR HOLDINGS INC | COM SHS | $23.4M | 7.2%Prev: 6.4% | 293,319 SH | Decreased |
| MICROSOFT CORP | COM | $657K | 0.2%Prev: 0.1% | 1,278 SH | Increased+46 SH |
| NVIDIA CORPORATION | COM | $11.1M | 3.4%Prev: 3.1% | 58,820 SH | Decreased+1,542 SH |
| ORACLE CORP | COM | $254K | 0.1% | 824 SH | New |
| QUALCOMM INC | COM | $259K | 0.1%Prev: 0.1% | 1,600 SH | Decreased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $314K | 0.1%Prev: 0.1% | 13,508 SH | Decreased-2,784 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $453K | 0.1%Prev: 0.1% | 19,258 SH | Increased-147 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $280K | 0.1% | 8,738 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $13.0M | 4.0% | 278,189 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1.2M | 0.4% | 1,763 SH | New |
| VANECK ETF TRUST | INTRMDT MUNI ETF | $587K | 0.2%Prev: 0.2% | 12,534 SH | Decreased-975 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $341K | 0.1%Prev: 0.2% | 4,575 SH | Decreased-3,372 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $5.3M | 1.6%Prev: 1.6% | 107,242 SH | Decreased-16,449 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $236K | 0.1%Prev: 0.1% | 387 SH | Increased+46 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $7.5M | 2.3%Prev: 2.0% | 148,417 SH | Increased+6,199 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $7.7M | 2.4%Prev: 2.4% | 164,535 SH | Decreased-25,793 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $544K | 0.2% | 2,525 SH | New |
| WALMART INC | COM | $467K | 0.1%Prev: 0.1% | 4,571 SH | Increased+2,033 SH |
| 13F-HR |
| 0001819695-26-000009 |
| $367.4M |
| View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004169 | $299.5M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001819695-26-000005 | $324.4M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002074 | $234.1M | View |