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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 5 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHG SCHWAB STRATEGIC TR 63,093.0 $2.0M 0.23% +6K +10.2% $32.33 +6.9%
82 MA MASTERCARD INCORPORATED Financial Services 3,588.0 $1.8M 0.20% +1K +42.0% $511.37 -3.2%
83 IAG IAMGOLD CORP Basic Materials 108,718.0 $1.8M 0.20% +1K +1.2% $16.83 -1.5%
84 VTV VANGUARD INDEX FDS 8,563.0 $1.7M 0.19% +1K +18.8% $202.97 +4.4%
85 RING ISHARES INC 20,470.0 $1.6M 0.18% +116.0 +0.6% $80.59 -7.4%
86 CVX CHEVRON CORPORATION Energy 8,856.0 $1.6M 0.18% +2K +36.9% $185.98 -1.9%
87 ITA ISHARES TR 6,963.0 $1.6M 0.17% +292.0 +4.4% $223.08 +3.3%
88 CORP PIMCO ETF TR 15,847.0 $1.5M 0.17% +130.0 +0.8% $97.34 -0.6%
89 AEM AGNICO EAGLE MINES LTD Basic Materials 7,096.0 $1.4M 0.16% +2K +27.9% $203.09 -13.9%
90 XOM EXXON MOBIL CORP Energy 9,292.0 $1.4M 0.15% +2K +19.3% $148.36 +1.0%
91 NLR VANECK ETF TRUST 9,542.0 $1.3M 0.15% +102.0 +1.1% $139.68 -5.1%
92 IJR ISHARES TR 9,322.0 $1.3M 0.14% +7K +330.6% $135.08 +3.4%
93 VFH VANGUARD WORLD FD 9,628.0 $1.2M 0.14% +913.0 +10.5% $128.67 -1.9%
94 XLF SELECT SECTOR SPDR TR 23,113.0 $1.2M 0.13% +446.0 +2.0% $52.30 -1.7%
95 KGC KINROSS GOLD CORP Basic Materials 35,478.0 $1.1M 0.13% +920.0 +2.7% $32.06 -11.1%
96 VIS VANGUARD WORLD FD 3,347.0 $1.1M 0.12% +309.0 +10.2% $334.66 +2.3%
97 VOE VANGUARD INDEX FDS 5,812.0 $1.1M 0.12% +60.0 +1.0% $192.59 +1.2%
98 IGIB ISHARES TR 20,415.0 $1.1M 0.12% +560.0 +2.8% $53.51 -0.7%
99 SPYM SPDR SERIES TRUST 12,280.0 $1.0M 0.11% +319.0 +2.7% $82.87 +6.6%
100 NRG NRG ENERGY INC Utilities 6,773.0 $1.0M 0.11% +98.0 +1.5% $149.86 -7.9%
Page 5 of 9  ·  163 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%