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Livermore
Livermore
ZHEN

One + One Wealth Management, LLC

SEC CIK
0001860132
Latest filing
Jul 13, 2026

RJF holding history

Raymond James Financial Inc in every 13F filed by One + One Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RJF overviewAll 13F holders of RJFFull Q2 2026 holdings

Shares (Q2 2026)
6,394
Value
$972.1K
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of RJF by One + One Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,394$972.1K0.4%−56−0.9%ReducedHolders
Q1 20266,450$933.9K0.4%−683−9.6%ReducedHolders
Q4 20257,133$1.15M0.5%−115−1.6%ReducedHolders
Q3 20257,248$1.25M0.6%−311−4.1%ReducedHolders
Q2 20257,559$1.16M0.6%+10.0%AddedHolders
Q1 20257,558$1.05M0.6%−299−3.8%ReducedHolders
Q4 20247,857$1.22M0.7%+10.0%AddedHolders
Q3 20247,856$962.0K0.6%−273−3.4%ReducedHolders
Q2 20248,129$1.00M0.6%−272−3.2%ReducedHolders
Q1 20248,401$1.08M0.6%−99−1.2%ReducedHolders
Q4 20238,500$947.8K0.6%−199−2.3%ReducedHolders
Q3 20238,699$873.6K0.6%−1,799−17.1%ReducedHolders
Q2 202310,498$1.09M0.7%−1,364−11.5%ReducedHolders
Q1 202311,862$1.11M0.8%−199−1.6%ReducedHolders
Q4 202212,061$1.29M0.9%−49−0.4%ReducedHolders
Q3 202212,110$1.20M1.0%−149−1.2%ReducedHolders
Q2 202212,259$1.10M0.8%−278−2.2%ReducedHolders
Q1 202212,537$1.38M0.9%−600−4.6%ReducedHolders
Q4 202113,137$1.32M0.9%−59−0.4%ReducedHolders
Q3 202113,196$1.22M0.9%+4,361+49.4%AddedHolders
Q2 20218,835$1.15M0.8%−192−2.1%ReducedHolders
Q1 20219,027$1.11M0.9%––Holders

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