One Wealth Advisors, LLC

SEC CIK: 0001725297
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

MGRC holding history

McGrath Rentcorp in every 13F filed by One Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MGRC overview All 13F holders of MGRC Full Q2 2026 holdings

Shares (Q2 2026): 17,024
Value: $2.06M
% of portfolio: 0.2%
Quarters held: 21; Since Q1 2021

Holdings of MGRC by One Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	17,024	$2.06M	0.2%	−4,486−20.9%	Reduced	Holders
Q1 2026	21,510	$2.37M	0.3%	+3,396+18.7%	Added	Holders
Q4 2025	18,114	$1.90M	0.2%	+23+0.1%	Added	Holders
Q3 2025	18,091	$2.12M	0.3%	−85−0.5%	Reduced	Holders
Q2 2025	18,176	$2.11M	0.3%	−2,652−12.7%	Reduced	Holders
Q1 2025	20,828	$2.32M	0.3%	+3,971+23.6%	Added	Holders
Q4 2024	16,857	$1.88M	0.3%	+4,824+40.1%	Added	Holders
Q3 2024	12,033	$1.27M	0.2%	−26−0.2%	Reduced	Holders
Q2 2024	12,059	$1.20M	0.3%	−8−0.1%	Reduced	Holders
Q1 2024	12,067	$1.49M	0.3%	+2,984+32.9%	Added	Holders
Q4 2023	9,083	$1.09M	0.2%	−6,275−40.9%	Reduced	Holders
Q3 2023	15,358	$1.54M	0.3%	−23−0.1%	Reduced	Holders
Q2 2023	15,381	$1.42M	0.3%	+2,648+20.8%	Added	Holders
Q1 2023	12,733	$1.19M	0.3%	−2,812−18.1%	Reduced	Holders
Q4 2022	15,545	$1.53M	0.4%	+15,545	New	Holders
Q3 2022	0	$0	0.0%	−29,292−100.0%	Sold out	Holders
Q2 2022	29,292	$2.23M	0.6%	−25−0.1%	Reduced	Holders
Q1 2022	29,317	$2.49M	0.6%	+6,330+27.5%	Added	Holders
Q4 2021	22,987	$1.84M	0.5%	00.0%	Unchanged	Holders
Q3 2021	22,987	$1.65M	0.5%	+3,000+15.0%	Added	Holders
Q2 2021	19,987	$1.63M	0.5%	+10,016+100.5%	Added	Holders
Q1 2021	9,971	$804.0K	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.