One Degree Advisors Inc reported 28 positions worth $36.20M for the quarter ended Jun 30, 2026, up 96.0% on the prior quarter. It opened 6 new positions, added to 12, trimmed 4 and exited 1. Its largest holding is Apple Inc. at 24.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AVGO Broadcom Inc. | +21.9K | – | $8.10M | 22.37% |
| AAPL Apple Inc. | +15.8K | +110.8% | $4.66M | 24.51% |
| BRK-A Berkshire Hathaway Inc | +1 | – | $751.00K | 2.07% |
| UNH Unitedhealth Group Inc | +1,715 | – | $731.00K | 2.02% |
| AMD Advanced Micro Devices Inc | +613 | – | $331.00K | 0.914% |
| VLO Valero Energy Corp | +1,048 | – | $282.00K | 0.779% |
| BMO Bank Of Montreal | +1,307 | – | $232.00K | 0.641% |
| TSLA Tesla, Inc. | +538 | +41.8% | $228.76K | 2.14% |
| NVDA Nvidia Corp | +667 | +24.1% | $131.69K | 1.87% |
| GOOGL Alphabet Inc. | +134 | +3.9% | $48.39K | 3.58% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AVGO Broadcom Inc. | +21.9K | $8.10M | 22.37% |
| BRK-A Berkshire Hathaway Inc | +1 | $751.00K | 2.07% |
| UNH Unitedhealth Group Inc | +1,715 | $731.00K | 2.02% |
| AMD Advanced Micro Devices Inc | +613 | $331.00K | 0.914% |
| VLO Valero Energy Corp | +1,048 | $282.00K | 0.779% |
| BMO Bank Of Montreal | +1,307 | $232.00K | 0.641% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| IAU Ishares Gold Trust | -2,308 | $203.00K | 1.1% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 30.1K | $8.87M | 24.51% | +15.8K | +110.8% | Added | 0% |
| 2 | AVGO Broadcom Inc. | Technology | 21.9K | $8.10M | 22.37% | +21.9K | – | New | 0% |
| 3 | COST Costco Wholesale Corp | Consumer Staples | 2,925 | $2.70M | 7.47% | -16 | -0.5% | Reduced | 0% |
| 4 | CAT Caterpillar Inc | Industrials | 1,722 | $1.71M | 4.72% | 0 | 0.0% | Unchanged | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 4,470 | $1.60M | 4.42% | +60 | +1.4% | Added | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 3,586 | $1.30M | 3.58% | +134 | +3.9% | Added | 0% |
| 7 | LRCX Lam Research Corp | Technology | 3,287 | $1.29M | 3.55% | +3 | +0.1% | Added | 0% |
| 8 | SRE Sempra | Utilities | 12.3K | $1.12M | 3.1% | -446 | -3.5% | Reduced | 0% |
| 9 | PCAR Paccar Inc | Industrials | 7,997 | $969.00K | 2.68% | 0 | 0.0% | Unchanged | 0% |
| 10 | MSFT Microsoft Corp | Technology | 2,398 | $921.00K | 2.54% | +5 | +0.2% | Added | 0% |
| 11 | TSLA Tesla, Inc. | Consumer Discretionary | 1,825 | $776.00K | 2.14% | +538 | +41.8% | Added | 0% |
| 12 | BRK-A Berkshire Hathaway Inc | Financial Services | 1 | $751.00K | 2.07% | +1 | – | New | 0% |
| 13 | UNH Unitedhealth Group Inc | Healthcare | 1,715 | $731.00K | 2.02% | +1,715 | – | New | 0% |
| 14 | NVDA Nvidia Corp | Technology | 3,429 | $677.00K | 1.87% | +667 | +24.1% | Added | 0% |
| 15 | CAH Cardinal Health Inc | Healthcare | 2,788 | $662.00K | 1.83% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at One Degree Advisors.
As of its Q2 2026 13F filing, One Degree Advisors Inc’s five largest positions were Apple Inc. (AAPL) at 24.5%, Broadcom Inc. (AVGO) at 22.4%, Costco Wholesale Corp (COST) at 7.5%, Caterpillar Inc (CAT) at 4.7%, Alphabet Inc. (GOOG) at 4.4% of the reported portfolio.
One Degree Advisors Inc reported a 13F portfolio worth $36.20M across 28 positions for Q2 2026. That is up 96.0% from the previous quarter.
Its largest purchases by value were Broadcom Inc. ($8.10M), Apple Inc. ($4.66M), Berkshire Hathaway Inc ($751.00K). It opened 6 new positions.
Its largest sales by value were Ishares Gold Trust ($203.00K), Sempra ($40.74K), Mastercard Inc ($20.30K). It exited 1 positions entirely.
From the Form 13F-HR reports One Degree Advisors Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.