One Degree Advisors Inc has recently filed its 13F-HR report, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insight into the firm’s investment strategies and positions in major companies.
One Degree Advisors Inc, based in San Diego, California, is categorized under the SIC description of 'other.' The firm has been active in filing various forms with the SEC, including multiple 13F reports this year, reflecting its ongoing investment activities.
The latest filing, accession number 0002005743-26-000006, indicates that One Degree Advisors holds a total of 80 positions valued at approximately $465.96 million. This includes substantial investments in prominent companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc., showcasing the firm's focus on technology and growth sectors.
Among the notable holdings, One Degree Advisors has invested significantly in Apple with over 26,751 shares valued at approximately $8.92 million. The firm also holds 2,522 shares of Amazon, valued at around $646,363, and 3,195 shares of Alphabet Class A, worth about $1.11 million. These investments highlight the firm’s strategy of focusing on established tech giants that are likely to drive future growth.
The filing may impact various stakeholders, including investors looking to understand market trends and the competitive landscape of asset management. As firms like One Degree Advisors disclose their holdings, it can influence investment strategies across the sector.
Looking ahead, it remains to be seen how One Degree Advisors will adjust its portfolio in response to market conditions and investment opportunities. The filing does not specify any upcoming votes or additional filings, leaving investors to speculate on the firm’s future moves.
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