One Wealth Map LLC Investment Activity in Q2 2026

Portfolio Overview

The portfolio managed by One Wealth Map Llc, valued at $214.4 million as of June 30, 2026, continues to be heavily concentrated in exchange-traded funds (ETFs). The largest position remains SPDR Series Trust (CWB), representing approximately 17.8% allocation.

Significant Purchases This Quarter

This quarter, the investor demonstrated notable buying activity across several ETFs and individual stocks:

• Purchased Netflix Inc. (NFLX): Acquired 6,106 shares of this Communication Services stock, establishing a new position worth $449,585 (View NFLX). This represents a brand-new holding for the investor.
• Increased SPDR World Series Trust (CWB): Boosted its stake in CWB by 17,020 shares. The fund's total value grew to $38.2 million, accounting for One Wealth Map Llc's largest allocation.
• Increased SPDR Series Trust (SPLB): Purchased 12,759 shares of this ETF. The total stock value reached $273,298 (View SPLB). This is a newly acquired position.
• Increased Vanguard Short-Term Corporate Bond Fund (VGLT): Acquired 10,283 shares of this bond fund. The total stock value increased to $546,336 (View VGLT). This is a newly acquired position.
• Increased iShares Core Inflation-Protected Bond ETF (TIP): Purchased 7,464 shares of this ETF. The total stock value grew to $8.6 million (View TIP). This is a newly acquired position.
• Increased iShares Core Short Treasury Bond Fund (IGSB): Acquired 47,450 shares of this fund. The total stock value increased to $2.4 million (View IGSB). This is a newly acquired position.
• Increased Vanguard Short-Term Investment Grade Fund (VGLT): Purchased 10,283 shares of this fund. The total stock value increased to $546,336 (View VGLT). This is a newly acquired position.
• Increased iShares Core Short Treasury Bond Fund (IGSB): Acquired 47,450 shares of this fund. The total stock value increased to $2.4 million (View IGSB). This is a newly acquired position.

Significant Sales and Decreases This Quarter

The investor also reduced its holdings in several Vanguard funds:

• Sold Vanguard Total Bond Market ETF (VGLT): Reduced the number of shares by 20,536. The total stock value decreased to $546,336 (View VGLT). This represents a significant decrease in position size.
• Decreased Vanguard Short-Term Corporate Bond Fund (VGLT): Reduced the number of shares by 20,536. The total stock value decreased to $546,336 (View VGLT). This represents a significant decrease in position size.
• Decreased Vanguard Short-Term Investment Grade Fund (VGLT): Reduced the number of shares by 20,536. The total stock value decreased to $546,336 (View VGLT). This represents a significant decrease in position size.

Other Changes and Portfolio Insights

In addition to the major transactions, there were several other changes observed:

• Purchased iShares Core Short Treasury Bond Fund (IGSB): Acquired 47,450 shares of this fund. The total stock value increased to $2.4 million (View IGSB). This is a newly acquired position.
• Purchased SPDR Series Trust (SPLB): Acquired 12,759 shares of this ETF. The total stock value reached $273,298 (View SPLB). This is a newly acquired position.
• Purchased SPDR World Series Trust (CWB): Acquired 17,020 shares of this ETF. The total stock value reached $38.2 million (View CWB). This is a newly acquired position.
• Purchased iShares Core Short Treasury Bond Fund (IGSB): Acquired 47,450 shares of this fund. The total stock value increased to $2.4 million (View IGSB). This is a newly acquired position.
• Purchased SPDR Series Trust (SPLB): Acquired 12,759 shares of this ETF. The total stock value reached $273,298 (View SPLB). This is a newly acquired position.
• Purchased SPDR World Series Trust (CWB): Acquired 17,020 shares of this ETF. The total stock value reached $38.2 million (View CWB). This is a newly acquired position.

The portfolio of One Wealth Map Llc appears dynamic, with a mix of established ETF positions and new or significantly increased holdings. The substantial purchases in specific Vanguard funds (VGLT) and SPDR products (CWB, SPLB) suggest confidence in these fixed income strategies. Conversely, the significant reduction in VGLT indicates a potential shift away from longer duration bonds this quarter.