Quarterly Portfolio Shifts by OnePlusOne Wealth Management

As of June 30, 2026, OnePlusOne Wealth Management has shown a dynamic shift in its portfolio holdings for the current quarter. The total portfolio value reached $172.9 million, indicating overall growth.

The investor's strategy appears focused on specific sectors and instruments this period. Notable purchases include new positions or significant increases in existing ones:

• SHY, a traditional fixed income ETF, saw its position increase by 100% (acquired 15,043 shares).
• The investor significantly boosted their stake in Intel Corporation (INTC), a Technology sector stock.
• TSLA, Tesla Inc. (as inferred from the filing's context, though not explicitly listed in changed holdings but mentioned as a significant buy symbol) represents another substantial addition or increase to their portfolio this quarter.

  Conversely, OnePlusOne Wealth Management also strategically reduced exposure across several holdings:

  • RISR, Tidal Trust I, experienced a substantial sell-off of -73.14% (shedding 76,046 shares).

    These changes occurred alongside continued investment in leveraged ETFs and other complex instruments:

    • ECOW, Cambria FD TR, saw a decrease of -21.72% (shedding 60,382 shares).
    • DUBS, ETF Ser Solutions, increased by +14.8%.

      Overall, the portfolio demonstrates a mix of traditional and alternative investments:

      • The investor holds positions in various sectors including Technology (INTC) with a small allocation.
      • Significant allocations remain to leveraged ETFs like SPDN, Direxion Shares ETF Trust (6.79%), and IVAL, E Series Trust (2.27%).
      • Other notable holdings include PSQ, ProShares TR (-24.5% change), and traditional ETFs like SHY.

        The portfolio's performance this quarter is influenced by these changes, alongside the investor's overall approach of holding 74 positions with a top five allocation percentage of 26.1%. The presence of both large buys (including SHY, INTC) and sells (-73.14% in RISR) highlights a proactive stance.