ONEFUND, LLC

SEC CIK
0001818014

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 24, 2026.SEC

Positions
508
+1 vs. Q1 2026
Total value
$176.21M
+$21.29M (+13.7%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

ONEFUND, LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
NVDANVIDIA CORPORATION COMStock66,054$13.22M7.50%−745−1.1%ReducedView
AAPLAPPLE INC COMStock39,998$11.57M6.57%−611−1.5%ReducedView
MSFTMICROSOFT CORP COMStock20,241$7.55M4.28%−189−0.9%ReducedView
AMZNAMAZON COM INC COMStock26,684$6.36M3.61%−62−0.2%ReducedView
GOOGLALPHABET INC CAP STK CL AStock15,983$5.71M3.24%−11−0.1%ReducedView
AVGOBROADCOM INC COMStock12,918$4.88M2.77%−66−0.5%ReducedView
GOOGALPHABET INC CAP STK CL CStock12,882$4.55M2.58%+97+0.8%AddedView
MUMICRON TECHNOLOGY INC COMStock3,080$3.56M2.02%−5−0.2%ReducedView
METAMETA PLATFORMS INC CL AStock5,986$3.37M1.91%−10.0%ReducedView
TSLATESLA INC COMStock7,678$3.23M1.83%−46−0.6%ReducedView
LLYELI LILLY & CO COMStock2,156$2.59M1.47%−27−1.2%ReducedView
AMDADVANCED MICRO DEVICES INC COMStock4,448$2.58M1.47%−28−0.6%ReducedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock4,997$2.5M1.42%−44−0.9%ReducedView
JPMJPMORGAN CHASE & CO COMStock7,303$2.39M1.36%−177−2.4%ReducedView
INTCINTEL CORP COMStock12,869$1.8M1.02%+520+4.2%AddedView
JNJJOHNSON & JOHNSON COMStock6,555$1.66M0.94%−68−1.0%ReducedView
AMATAPPLIED MATLS INC COMStock2,165$1.57M0.89%−24−1.1%ReducedView
VVISA INC COM CL AStock4,523$1.55M0.88%−116−2.5%ReducedView
XOMEXXON MOBIL CORPCOM11,287$1.54M0.88%−302−2.6%ReducedView
LRCXLAM RESEARCH CORP COM NEWStock3,407$1.48M0.84%−45−1.3%ReducedView
WMTWALMART INC COMStock11,934$1.35M0.77%−119−1.0%ReducedView
CATCATERPILLAR INC COMStock1,259$1.34M0.76%−27−2.1%ReducedView
CSCOCISCO SYS INC COMStock10,762$1.26M0.72%−72−0.7%ReducedView
ABBVABBVIE INC COMStock4,814$1.21M0.69%−43−0.9%ReducedView
COSTCOSTCO WHOLESALE CORPORATION COMStock1,211$1.13M0.64%−8−0.7%ReducedView
MAMASTERCARD INCORPORATED CL AStock2,201$1.13M0.64%−52−2.3%ReducedView
KLACKLA CORPCOM NEW3,569$1.08M0.61%+3,207+885.9%AddedView
GEGE AEROSPACE COM NEWStock2,844$1.06M0.60%−56−1.9%ReducedView
UNHUNITEDHEALTH GROUP INC COMStock2,473$1.03M0.58%−17−0.7%ReducedView
BACBANK OF AMER CORP COMStock17,786$1.01M0.58%−673−3.6%ReducedView
HDHOME DEPOT INC COMStock2,716$957.88K0.54%−19−0.7%ReducedView
PGPROCTER & GAMBLE CO COMStock6,341$929.84K0.53%−81−1.3%ReducedView
SNDKSANDISK CORPCOM404$918.59K0.52%−2−0.5%ReducedView
MRKMERCK & CO INC COMStock6,727$864.42K0.49%−96−1.4%ReducedView
GEVGE VERNOVA INC COMStock734$862.35K0.49%−12−1.6%ReducedView
KOCOCA COLA CO COMStock10,536$856.26K0.49%−106−1.0%ReducedView
CVXCHEVRON CORPORATION COMStock5,097$844.88K0.48%−104−2.0%ReducedView
NFLXNETFLIX INC. COMStock11,468$818.82K0.46%−178−1.5%ReducedView
GSGOLDMAN SACHS GROUP INC COMStock806$815.16K0.46%−18−2.2%ReducedView
PMPHILIP MORRIS INTL INC COMStock4,241$767.24K0.44%−38−0.9%ReducedView
PANWPALO ALTO NETWORKS INC COMStock2,209$753.31K0.43%+23+1.1%AddedView
TXNTEXAS INSTRS INC COMStock2,478$738.62K0.42%−20−0.8%ReducedView
PLTRPALANTIR TECHNOLOGIES INC CL AStock6,257$730K0.41%−23−0.4%ReducedView
IBMINTERNATIONAL BUSINESS MACHS COMStock2,561$720.18K0.41%−9−0.4%ReducedView
MRVLMARVELL TECHNOLOGY INCCOM2,359$702.72K0.40%+2,359NewView
RTXRTX CORPORATION COMStock3,670$696.31K0.40%−17−0.5%ReducedView
WFCWELLS FARGO & CO COMStock8,335$688.8K0.39%−289−3.4%ReducedView
MSMORGAN STANLEY COM NEWStock3,267$682.93K0.39%−53−1.6%ReducedView
ORCLORACLE CORP COMStock4,625$677.79K0.38%−10.0%ReducedView
LINLINDE PLC SHSStock1,262$654.9K0.37%−21−1.6%ReducedView
CCITIGROUP INC COM NEWStock4,647$650.39K0.37%−266−5.4%ReducedView
WDCWESTERN DIGITAL CORPCOM940$600.4K0.34%+1+0.1%AddedView
APHAMPHENOL CORP NEWCL A3,353$591.2K0.34%−12−0.4%ReducedView
STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS609$587.69K0.33%+11+1.8%AddedView
GLWCORNING INCCOM2,137$545.85K0.31%−8−0.4%ReducedView
AMGNAMGEN INC COMStock1,470$532.32K0.30%−9−0.6%ReducedView
QCOMQUALCOMM INC COMStock2,877$531.64K0.30%−67−2.3%ReducedView
ADIANALOG DEVICES INC COMStock1,331$528.63K0.30%−20−1.5%ReducedView
CRWDCROWDSTRIKE HLDGS INC CL AStock691$527.33K0.30%00.0%UnchangedView
MCDMCDONALDS CORP COMStock1,934$522.78K0.30%−25−1.3%ReducedView
TMOTHERMO FISHER SCIENTIFIC INC COMStock1,012$507.38K0.29%−19−1.8%ReducedView
PEPPEPSICO INC COMStock3,721$503.82K0.29%−38−1.0%ReducedView
NEENEXTERA ENERGY INC COMStock5,678$498.36K0.28%−47−0.8%ReducedView
AXPAMERICAN EXPRESS CO COMStock1,450$490.46K0.28%−26−1.8%ReducedView
VZVERIZON COMMUNICATIONS INC COMStock11,363$481.11K0.27%−227−2.0%ReducedView
ANETARISTA NETWORKS INC COM SHSStock2,814$478.04K0.27%−26−0.9%ReducedView
SPYSTATE STREET SPDR S&P 500 ETFETF630$470.47K0.27%+622+7,775.0%AddedView
BABOEING CO COMStock2,150$465.41K0.26%−2−0.1%ReducedView
TJXTJX COS INC NEW COMStock3,010$456.02K0.26%−49−1.6%ReducedView
DISDISNEY WALT CO COMStock4,732$455.46K0.26%−173−3.5%ReducedView
ETNEATON CORP PLC SHSStock1,057$450.41K0.26%−11−1.0%ReducedView
UNPUNION PAC CORP COMStock1,617$439.82K0.25%−14−0.9%ReducedView
WELLWELLTOWER INC COMREIT1,920$435.78K0.25%+32+1.7%AddedView
DEDEERE & CO COMStock683$433.25K0.25%−9−1.3%ReducedView
ABTABBOTT LABORATORIES COMStock4,745$430.56K0.24%−35−0.7%ReducedView
GILDGILEAD SCIENCES INC COMStock3,384$427.54K0.24%−26−0.8%ReducedView
SCHWCHARLES SCHWAB CORP (THE) COMStock4,454$410.97K0.23%−138−3.0%ReducedView
UBERUBER TECHNOLOGIES INC COMStock5,550$400.49K0.23%−159−2.8%ReducedView
TAT&T INC COMStock18,915$391.54K0.22%−563−2.9%ReducedView
ISRGINTUITIVE SURGICAL INCCOM NEW965$383.76K0.22%−8−0.8%ReducedView
BLKBLACKROCK INC COMStock394$378.86K0.22%−3−0.8%ReducedView
APPAPPLOVIN CORPCOM CL A735$378.69K0.21%−10−1.3%ReducedView
BKNGBOOKING HOLDINGS INC COMStock2,114$376.8K0.21%+2,026+2,302.3%AddedView
PFEPFIZER INC COMStock15,526$373.87K0.21%−104−0.7%ReducedView
CVSCVS HEALTH CORP COMStock3,474$359.39K0.20%−15−0.4%ReducedView
CRMSALESFORCE INC COMStock2,234$349.98K0.20%−381−14.6%ReducedView
VRTVERTIV HOLDINGS COCOM CL A1,045$349.89K0.20%+2+0.2%AddedView
PGRPROGRESSIVE CORP COMStock1,588$346.9K0.20%−24−1.5%ReducedView
COPCONOCOPHILLIPS COMStock3,314$344.52K0.20%−82−2.4%ReducedView
PLDPROLOGIS INC. COMREIT2,540$344.09K0.20%−13−0.5%ReducedView
VRTXVERTEX PHARMACEUTICALS INC COMStock691$343.24K0.19%−8−1.1%ReducedView
DELLDELL TECHNOLOGIES INC CL CStock791$341.29K0.19%−37−4.5%ReducedView
COFCAPITAL ONE FINL CORP COMStock1,698$340.65K0.19%−49−2.8%ReducedView
PHPARKER-HANNIFIN CORP COMStock345$337.45K0.19%−2−0.6%ReducedView
SPGIS&P GLOBAL INC COMStock827$336.8K0.19%−25−2.9%ReducedView
LOWLOWES COS INC COMStock1,526$336.47K0.19%−17−1.1%ReducedView
CBCHUBB LIMITED COMStock982$334.61K0.19%−23−2.3%ReducedView
DHRDANAHER CORP DEL COMStock1,718$327.25K0.19%−10−0.6%ReducedView
MOALTRIA GROUP INC COMStock4,546$327.09K0.19%−69−1.5%ReducedView
BMYBRISTOL-MYERS SQUIBB CO COMStock5,565$320.66K0.18%−31−0.6%ReducedView

Sold out since Q1 2026 (9)

Positions held at the end of Q1 2026 that are no longer in this filing.

ONEFUND, LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
HONHoneywell TechnologiesCOM1,745$398.06K0.26%
CCLCARNIVAL CORPUNIT 99/99/99992,990$79.39K0.05%
COTERRA ENERGY INC COM127097103Stock2,093$71.1K0.05%
HOLOGIC INC436440101COM610$46.12K0.03%
EPAMEPAM SYS INCCOM151$20.41K0.01%
POOLPOOL CORPCOM90$18.01K0.01%
VGNTVERSIGENT PLCORDINARY SHARES196$5.48K0.00%
MTCHMATCH GROUP INC NEWCOM6$1840.00%
LWLAMB WESTON HLDGS INC COMStock3$1270.00%

13F filings by quarter

ONEFUND, LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 24, 2026508$176.21Mvs. Q1 2026SEC
Q1 2026May 8, 2026507$154.92Mvs. Q4 2025SEC
Q4 2025Feb 9, 2026512$167.59Mvs. Q3 2025SEC
Q3 2025Nov 17, 2025508$155.44Mvs. Q2 2025SEC
Q2 2025Aug 18, 2025506$138.96Mvs. Q1 2025SEC
Q1 2025Apr 22, 2025128$98.01Mvs. Q4 2024SEC
Q4 2024Feb 5, 2025126$104.23Mvs. Q3 2024SEC
Q3 2024Nov 13, 2024127$98.48Mvs. Q2 2024SEC
Q2 2024Nov 13, 2024118$91.81Mvs. Q1 2024SEC
Q1 2024Nov 13, 2024114$83.63Mvs. Q4 2023SEC
Q4 2023Nov 13, 2024112$77.03M–SEC