One Degree Advisors Inc
Long book
$381.2M
Q1 2026
Positions
72
Top-10 weight
66%
concentration
Last quarter
+9.4%
SPY +14.8%
Turnover
11%
of book per quarter
Strategy in plain words
auto-generated from filingsOne Degree Advisors Inc is a wealth-management firm allocating client money, running a $381.2M US long book across 72 positions.
The portfolio is concentrated: the top 10 names carry 66% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: DIMENSIONAL US CORE EQUITY 2, DIMENSIONAL INTERNATIONAL CO, VANGUARD TOTAL STOCK MKT ETF, VANGUARD FTSE DEVELOPED ETF, SCHWAB INTERMEDIATE-TERM US.
Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.1%
Q2 2024
+6.2%
Q3 2024
-1.0%
Q4 2024
-0.7%
Q1 2025
+7.3%
Q2 2025
+6.1%
Q3 2025
+3.0%
Q4 2025
+0.5%
Q1 2026
+9.4%
Sector allocation
Technology 43%
Consumer discretionary 27%
Industrials 18%
Utilities 7%
Energy 2%
Healthcare 1%
Services media 1%
Other 0%
Long book by quarter
What does One Degree own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 14.3K | $3.6M | 1.0% | -1.2% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 2.9K | $2.9M | 0.8% | -6.4% |
| GOOG ALPHABET INC-CL C | Technology | 4.4K | $1.3M | 0.3% | -2.1% |
| SRE SEMPRA | Utilities | 12.8K | $1.2M | 0.3% | Held |
| CAT CATERPILLAR INC | Industrials | 1.7K | $1.2M | 0.3% | +0.1% |
| GOOGL ALPHABET INC-CL A | Technology | 3.5K | $992K | 0.3% | -0.5% |
| PCAR PACCAR INC | Industrials | 8.0K | $923K | 0.2% | Held |
| MSFT MICROSOFT CORP | Technology | 2.4K | $885K | 0.2% | -4.6% |
| LRCX LAM RESEARCH CORP | Industrials | 3.3K | $701K | 0.2% | -7.4% |
| MCK MCKESSON CORP | Consumer discretionary | 691 | $598K | 0.2% | -3.8% |
| CAH CARDINAL HEALTH INC | Consumer discretionary | 2.8K | $589K | 0.2% | +0.1% |
| NVDA NVIDIA CORP | Technology | 2.8K | $481K | 0.1% | -10.0% |
| AMZN AMAZON.COM INC | Consumer discretionary | 2.3K | $480K | 0.1% | -5.7% |
| TSLA TESLA INC | Industrials | 1.3K | $478K | 0.1% | +14.3% |
| CVX CHEVRON CORP | Energy | 1.5K | $314K | 0.1% | +0.1% |
| QCOM QUALCOMM INC | Technology | 2.3K | $302K | 0.1% | -0.1% |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.1K | $266K | 0.1% | -2.0% |
| HD HOME DEPOT INC | Consumer discretionary | 757 | $248K | 0.1% | -16.6% |
| MA MASTERCARD INC - A | Services media | 452 | $225K | 0.1% | -14.2% |
| META META PLATFORMS INC-CLASS A | Technology | 371 | $212K | 0.1% | +6.6% |
| BIOX BIOCERES CROP SOLUTIONS CORP | Other | 23.0K | $10K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 1, 2026 | 72 | $381.2M | $K fixed canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 6, 2026 | 70 | $363.8M | $K fixed canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 24, 2025 | 68 | $326.0M | $K fixed canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 25, 2025 | 73 | $280.9M | $K fixed canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 12, 2025 | 62 | $242.9M | $K fixed canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 61 | $245.9M | $K fixed canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 18, 2024 | 60 | $237.2M | $K fixed canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 9, 2024 | 54 | $207.3M | $K fixed canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 3, 2024 | 50 | $200.8M | $K fixed canonical | SEC ↗ |