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Portfolio (Quarterly) Guide ↗

Asset One Wealth Management LLC

· CIK 0002110759
13F Portfolio $730M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 275 New
Page 10 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AMGN AMGEN INC Healthcare 1,390.0 $479K 0.07% NEW $344.63 -2.3%
182 GTO INVESCO ACTIVELY MANAGED EXC 10,056.0 $477K 0.07% NEW $47.40 -1.1%
183 URNJ SPROTT FDS TR 13,953.0 $471K 0.06% NEW $33.74 -15.9%
184 PAVE GLOBAL X FDS 9,080.0 $467K 0.06% NEW $51.44 +9.9%
185 FTEC FIDELITY COVINGTON TRUST 2,054.0 $462K 0.06% NEW $224.76 +26.6%
186 JPEM J P MORGAN EXCHANGE TRADED F 7,004.0 $451K 0.06% NEW $64.42 +0.7%
187 EA ELECTRONIC ARTS INC Communication Services 2,207.0 $449K 0.06% NEW $203.60 -1.2%
188 FIXD FIRST TR EXCHNG TRADED FD VI 10,041.0 $444K 0.06% NEW $44.22 -1.4%
189 IWS ISHARES TR 2,962.0 $438K 0.06% NEW $147.94 +8.5%
190 VYM VANGUARD WHITEHALL FDS 2,901.0 $438K 0.06% NEW $151.03 +5.0%
191 TOTALENERGIES SE 6,068.0 $436K 0.06% NEW $71.88
192 BLK BLACKROCK INC Financial Services 389.0 $436K 0.06% NEW $1119.66 -6.2%
193 FCOM FIDELITY COVINGTON TRUST 5,681.0 $427K 0.06% NEW $75.21 -0.1%
194 JNJ JOHNSON & JOHNSON Healthcare 1,787.0 $412K 0.06% NEW $230.78 +0.2%
195 CASY CASEYS GEN STORES INC Consumer Cyclical 653.0 $409K 0.06% NEW $625.86 +24.1%
196 IYE ISHARES TR 7,663.0 $406K 0.06% NEW $52.98 +14.3%
197 IUSB ISHARES TR 8,540.0 $397K 0.05% NEW $46.46 -0.6%
198 LOW LOWES COS INC Consumer Cyclical 1,405.0 $378K 0.05% NEW $269.06 -19.2%
199 VTI VANGUARD INDEX FDS 1,103.0 $378K 0.05% NEW $342.48 +8.5%
200 KBE SPDR SERIES TRUST 5,809.0 $375K 0.05% NEW $64.50 -1.7%
Page 10 of 14  ·  275 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.6%
Technology 29.1%
Communication Services 8.0%
Consumer Cyclical 7.4%
Energy 6.5%
Healthcare 4.5%
Basic Materials 4.5%
Industrials 4.2%
Consumer Defensive 3.1%
Utilities 1.2%