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Portfolio (Quarterly) Guide ↗

Asset One Wealth Management LLC

· CIK 0002110759
13F Portfolio $948M AUM 347 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 32 New 165 Added 122 Reduced 21 Exited
Page 5 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SILJ AMPLIFY ETF TR 77,883.0 $2.0M 0.21% +2K +3.3% $25.10 +14.8%
82 ITA ISHARES TR 7,524.0 $1.8M 0.19% +561.0 +8.1% $236.41 +6.5%
83 IAG IAMGOLD CORP Basic Materials 116,173.0 $1.7M 0.18% +7K +6.9% $14.99 +21.9%
84 CVX CHEVRON CORPORATION Energy 9,277.0 $1.7M 0.18% +421.0 +4.8% $181.61 +12.9%
85 CORP PIMCO ETF TR 17,430.0 $1.7M 0.18% +2K +10.0% $95.90 -1.1%
86 DEM WISDOMTREE TR 28,957.0 $1.6M 0.16% +813.0 +2.9% $53.81 +0.5%
87 NLR VANECK ETF TRUST 13,024.0 $1.4M 0.15% +3K +36.5% $109.38 +5.2%
88 XOM EXXON MOBIL CORP Energy 9,541.0 $1.4M 0.14% +249.0 +2.7% $144.51 +14.1%
89 XLF SELECT SECTOR SPDR TR 24,299.0 $1.4M 0.14% +1K +5.1% $56.56 +2.3%
90 RING ISHARES INC 21,272.0 $1.4M 0.14% +802.0 +3.9% $63.84 +22.5%
91 VFH VANGUARD WORLD FD 9,797.0 $1.4M 0.14% +169.0 +1.8% $138.45 +2.3%
92 VIS VANGUARD WORLD FD 3,787.0 $1.3M 0.14% +440.0 +13.2% $347.35 +1.6%
93 JNJ JOHNSON & JOHNSON Healthcare 5,168.0 $1.3M 0.14% +1K +30.2% $247.03 +9.5%
94 VONG VANGUARD SCOTTSDALE FDS 9,849.0 $1.3M 0.13% +94.0 +1.0% $127.19 -0.3%
95 AGG ISHARES TR 12,207.0 $1.2M 0.13% +649.0 +5.6% $98.14 -0.8%
96 VOE VANGUARD INDEX FDS 5,891.0 $1.2M 0.12% +79.0 +1.4% $201.12 +4.3%
97 CSCO CISCO SYS INC Technology 10,560.0 $1.2M 0.12% +145.0 +1.4% $111.77 -0.4%
98 FLJP FRANKLIN TEMPLETON ETF TR 29,292.0 $1.2M 0.12% +1K +4.0% $39.95 +1.8%
99 XLI SELECT SECTOR SPDR TR 6,310.0 $1.1M 0.12% +842.0 +15.4% $180.06 +2.1%
100 IGIB ISHARES TR 21,540.0 $1.1M 0.12% +1K +5.5% $52.72 -1.1%
Page 5 of 9  ·  165 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 36.2%
Financial Services 24.0%
Communication Services 7.8%
Consumer Cyclical 7.7%
Energy 6.1%
Industrials 5.2%
Healthcare 5.1%
Basic Materials 2.9%
Consumer Defensive 2.7%
Utilities 1.4%