ONE WEALTH CAPITAL MANAGEMENT, LLC has filed its quarterly 13F-HR report with the SEC, detailing its investment holdings as of September 30, 2026. This filing is crucial for understanding the company's current investment strategies and positions in the market.

Background

ONE WEALTH CAPITAL MANAGEMENT, LLC is an investment management firm based in Scottsdale, Arizona. The company is categorized as an institutional manager and focuses on managing assets for various clients. The recent filings include a series of 13F-HR reports, with the latest being submitted on October 23, 2026, and previous ones on July 24, 2026, and May 4, 2026.

What the Filing Says

The filing indicates that ONE WEALTH CAPITAL MANAGEMENT has provided information regarding its holdings as of the end of September 2026. However, specific details about the investments were not disclosed in the filing.

Impact

This filing may affect various stakeholders, including clients of ONE WEALTH, competitors in the asset management industry, and analysts tracking investment trends. Institutional investors often use 13F reports to gauge market sentiment and make informed decisions based on the activities of their peers.

What's Next

The filing does not say what happens next.

Filing Details

The 13F-HR report was filed on October 23, 2026, and accepted on the same day at 11:43:42. The reporting period covered in the filing is as of September 30, 2026. The filing includes two documents, with the primary document being the 13F-HR report itself.

Company Information

ONE WEALTH CAPITAL MANAGEMENT, LLC is registered under the Central Index Key (CIK) number 0002050308. The firm operates from its business address at 4900 North Scottsdale Road, Suite 4900, Scottsdale, AZ 85251. The company is incorporated in Arizona and has an Employer Identification Number (EIN) of 932102996. Its fiscal year ends on December 31.

Document Availability

The filing includes several document formats, including HTML and XML versions of the primary report and the information table. The complete submission text file is also available, providing additional details for those interested in a comprehensive review of the filing.

Additional Context

While the filing provides essential information regarding the holdings of ONE WEALTH CAPITAL MANAGEMENT, it does not disclose specific details about the individual investments or their respective values. This lack of granularity may limit the ability of stakeholders to fully assess the company's investment strategy and performance.