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Portfolio (Quarterly) Guide ↗

Asset One Wealth Management LLC

· CIK 0002110759
13F Portfolio $904M AUM 336 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 80 New 163 Added 69 Reduced 19 Exited
Page 10 of 17  ·  336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SCHM SCHWAB STRATEGIC TR 22,198.0 $747K 0.08% +1K +6.8% $33.67 +4.8%
182 IYF ISHARES TR 5,944.0 $745K 0.08% -723.0 -10.8% $125.29 -2.5%
183 XLB SELECT SECTOR SPDR TR 14,367.0 $744K 0.08% +233.0 +1.6% $51.77 -0.8%
184 GLD SPDR GOLD TR Financial Services 1,717.0 $738K 0.08% +70.0 +4.2% $429.57 -3.9%
185 CGMS CAPITAL GRP FIXED INCM ETF T 26,387.0 $730K 0.08% -7K -20.5% $27.65 -0.2%
186 BND VANGUARD BD INDEX FDS 9,786.0 $722K 0.08% +176.0 +1.8% $73.78 -0.5%
187 SCHF SCHWAB STRATEGIC TR 27,569.0 $722K 0.08% +2K +9.2% $26.18 +5.9%
188 SCHA SCHWAB STRATEGIC TR 22,085.0 $709K 0.08% +2K +11.4% $32.12 +6.4%
189 JEPQ J P MORGAN EXCHANGE TRADED F 11,928.0 $699K 0.08% NEW $58.64 +3.9%
190 EMLP FIRST TR EXCHANGE-TRADED FD 16,309.0 $698K 0.08% +94.0 +0.6% $42.82 +1.3%
191 VPU VANGUARD WORLD FD 3,575.0 $695K 0.08% +246.0 +7.4% $194.42 -0.4%
192 VWO VANGUARD INTL EQUITY INDEX F 11,763.0 $685K 0.08% +6K +102.1% $58.20 +2.9%
193 BLK BLACKROCK INC Financial Services 648.0 $676K 0.07% +259.0 +66.6% $1043.36 +0.3%
194 GBIL GOLDMAN SACHS ETF TR 6,725.0 $673K 0.07% +970.0 +16.9% $100.10 +0.0%
195 GFI GOLD FIELDS LTD Basic Materials 14,248.0 $649K 0.07% -2K -11.4% $45.57 -11.6%
196 KLAC KLA CORP Technology 356.0 $636K 0.07% -12.0 -3.3% $1785.37 +8.0%
197 FXU FIRST TR EXCHANGE-TRADED FD 12,956.0 $630K 0.07% -542.0 -4.0% $48.64 -1.0%
198 CQP CHENIERE ENERGY PARTNERS L P Energy 10,075.0 $629K 0.07% $62.39 -2.4%
199 TSPA T ROWE PRICE ETF INC 13,933.0 $620K 0.07% NEW $44.51 +7.1%
200 FBND FIDELITY MERRIMACK STR TR 13,281.0 $610K 0.07% -767.0 -5.5% $45.91 -1.0%
Page 10 of 17  ·  336 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
Technology 33.0%
Financial Services 26.6%
Communication Services 8.0%
Consumer Cyclical 7.4%
Energy 6.3%
Industrials 5.0%
Healthcare 4.8%
Basic Materials 3.3%
Consumer Defensive 3.3%
Utilities 1.5%