Latest One Degree Advisors Inc Stock Portfolio
$448Million | No. of Holdings #82
One Degree Advisors Inc Performance
2026 Q2+7.75%
YTD+7.98%
2025+9.31%
About One Degree Advisors Inc and 13F Hedge Fund Stock Holdings
On 2026-08-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, One Degree Advisors Inc reported an equity portfolio of $448 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of One Degree Advisors Inc are DFAC, VB, DFAC. The fund has invested 19.6% of it's portfolio in DIMENSIONAL ETF TRUST and 10% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off ISHARES GOLD TR (IAU) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), SCHWAB STRATEGIC TR (FNDA) and VANGUARD MUN BD FDS (VTEB). One Degree Advisors Inc opened new stock positions in BROADCOM INC (AVGO), VANGUARD SCOTTSDALE FDS (BNDW) and VANGUARD STAR FDS (VXUS). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), VANGUARD INDEX FDS (VB) and APPLE INC (AAPL).
One Degree Advisors Inc Equity Portfolio Value
Last Reported on: 03 Aug, 2026
$448Million
as of Aug 03, 2026One Degree Advisors Inc Annual Return Estimates Vs S&P 500
Our best estimate is that One Degree Advisors Inc made a return of 7.75% in the last quarter. In trailing 12 months, it's portfolio return was 15.51%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| broadcom inc | 8,099,000 |
| vanguard scottsdale fds | 5,743,000 |
| vanguard star fds | 1,465,000 |
| berkshire hathaway inc del | 751,000 |
| unitedhealth group inc | 731,000 |
| advanced micro devices inc | 331,000 |
| valero energy corp | 282,000 |
| ishares tr | 267,000 |
New stocks bought by One Degree Advisors Inc
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 804 |
| vanguard index fds | 499 |
| vanguard index fds | 292 |
| apple inc | 110 |
| tesla inc | 41.8 |
| invesco qqq tr | 41.02 |
| nvidia corporation | 24.15 |
| chevron corporation | 16.01 |
Additions to existing portfolio by One Degree Advisors Inc
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -72.68 |
| schwab strategic tr | -45.7 |
| vanguard mun bd fds | -40.25 |
| graniteshares etf tr | -9.69 |
| mastercard incorporated | -8.63 |
| ea series trust | -5.23 |
| spdr series trust | -3.91 |
| sempra | -3.5 |
One Degree Advisors Inc reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares gold tr | -203,000 |
One Degree Advisors Inc got rid off the above stocks
Sector Distribution
One Degree Advisors Inc has about 92.1% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 92.1 |
| Technology | 4.6 |
Market Cap. Distribution
One Degree Advisors Inc has about 6.9% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 92.1 |
| MEGA-CAP | 6.9 |
Stocks belong to which Index?
About 7.9% of the stocks held by One Degree Advisors Inc either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 92.1 |
| S&P 500 | 7.9 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| DFAC | dimensional etf trust | 10.5 M |
| VB | vanguard index fds | 5.7 M |
| VEA | vanguard tax-managed fds | 2.4 M |
| DFAC | dimensional etf trust | 1.9 M |
| BIL | spdr series trust | 1.6 M |
One Degree Advisors Inc Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of One Degree Advisors Inc
One Degree Advisors Inc has 82 stocks in it's portfolio. About 63.1% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for One Degree Advisors Inc last quarter.
$448.03MTotal Value
83.00Positions
03 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 1.98% | 30,140 | $8.87M 1.98% | 110.78%increased 110.78 percentadded | ||
 AFTY Pacer Fds TrPacer Fds TrAFTY | 0.58% | 44,372 | $2.58M 0.58% | 8.45%increased 8.45 percentadded | |
AFTY Pacer Fds TrPacer Fds TrAFTY | 0.33% | 41,132 | $1.49M 0.33% | 5.87%increased 5.87 percentadded | |
 Advanced Micro Devices Inc One Degree Advisors Inc's holding in Advanced Micro Devices Inc over time | 0.07% | 613 | $331.0K 0.07% | Newnew position | |
 Amazon Com Inc Amazon Com IncAMZN One Degree Advisors Inc's holding in Amazon Com Inc over time | 0.13% | 2,479 | $599.0K 0.13% | 7.46%increased 7.46 percentadded | |
 Broadcom Inc Broadcom IncAVGO One Degree Advisors Inc's holding in Broadcom Inc over time | 1.81% | 21,929 | $8.10M 1.81% | Newnew position | |
 BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 0.08% | 7,432 | $374.0K 0.08% | 2.21%decreased 2.21 percentreduced | |
 BIL Spdr Series TrustSpdr Series TrustBIL | 2.83% | 144,457 | $12.68M 2.83% | 2.29%increased 2.29 percentadded | |
BIL Spdr Series TrustSpdr Series TrustBIL | 0.11% | 4,708 | $512.0K 0.11% | 0%unchanged 0 percentunchanged | |
BIL Spdr Series TrustSpdr Series TrustBIL | 0.08% | 12,900 | $372.0K 0.08% | 3.91%decreased 3.91 percentreduced | |
 BIOX Bioceres Crop Solutions CorpBioceres Crop Solutions CorpBIOX | 0% | 23,038 | $7.0K 0% | 0%unchanged 0 percentunchanged | |
 BIV Vanguard Bd Index FdsVanguard Bd Index FdsBIV | 0.06% | 3,596 | $262.0K 0.06% | 0.08%decreased 0.08 percentreduced | |
 BMO Bank Montreal MediumBank Montreal MediumBMO | 0.05% | 1,307 | $232.0K 0.05% | Newnew position | |
 BNDW Vanguard Scottsdale FdsVanguard Scottsdale FdsBNDW | 1.28% | 98,991 | $5.74M 1.28% | Newnew position | |
 BNDX Vanguard Charlotte FdsVanguard Charlotte FdsBNDX | 0.05% | 4,718 | $227.0K 0.05% | 0.55%decreased 0.55 percentreduced | |
 BOB Ea Series TrustEa Series TrustBOB | 2.34% | 188,514 | $10.49M 2.34% | 5.07%increased 5.07 percentadded | |
BOB Ea Series TrustEa Series TrustBOB | 2.32% | 134,618 | $10.41M 2.32% | 4.69%increased 4.69 percentadded | |
BOB Ea Series TrustEa Series TrustBOB | 0.98% | 101,502 | $4.40M 0.98% | 3.55%increased 3.55 percentadded | |
BOB Ea Series TrustEa Series TrustBOB | 0.94% | 123,872 | $4.20M 0.94% | 4.84%increased 4.84 percentadded | |
BOB Ea Series TrustEa Series TrustBOB | 0.63% | 117,658 | $2.81M 0.63% | 4.34%increased 4.34 percentadded | |
