One Day In July LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 161 individual positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs) and index funds, including shares of the iShares Core S&P 500 ETF, the Vanguard Index Funds S&P 500 ETF SHS, and the SPDR Series Trust ST STR P500ETF. The firm also holds significant positions in various bond ETFs, such as the SPDR Series Trust ST LON TREAS ETF and the iShares TR 20 YR TR BD ETF.
Among the individual equities, the largest positions include Apple Inc. with 47,785 shares, Microsoft Corporation with 11,889 shares, and Amazon.com Inc. with 14,746 shares. Other notable holdings include NVIDIA Corporation with 58,583 shares, Berkshire Hathaway Inc. Class A with 4 shares, and Taiwan Semiconductor Manufacturing Company Sponsored ADS with 738 shares.
The filing also lists positions in companies such as Johnson & Johnson, Eli Lilly & Co., Lockheed Martin Corp., and McDonald's Corp. Additionally, the firm holds various sector-specific ETFs, including the Select Sector SPDR Trust ST STR TECHN ETF and the Vanguard World FD Inf Tech ETF.
