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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 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CME CME GROUP INC Financial Services 849.0 $241K 0.03% -109.0 -11.4% $284.40 -1.9%
62 WEC WEC ENERGY GROUP INC Utilities 2,076.0 $236K 0.03% -138.0 -6.2% $113.58 -0.5%
63 EFV ISHARES TR 2,920.0 $224K 0.03% -167.0 -5.4% $76.63 +3.2%
64 SHYG ISHARES TR 5,218.0 $222K 0.03% -448.0 -7.9% $42.61 -0.3%
65 OHI OMEGA HEALTHCARE INVS INC Real Estate 4,810.0 $221K 0.02% -2K -24.9% $45.95 +3.9%
66 IGV ISHARES TR 2,527.0 $219K 0.02% -550.0 -17.9% $86.68 +7.3%
67 IVE ISHARES TR 973.0 $214K 0.02% -77.0 -7.3% $219.76 +3.7%
68 ABR ARBOR REALTY TRUST INC Real Estate 15,422.0 $126K 0.01% -10K -39.3% $8.16 -32.6%
69 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 13,011.0 $103K 0.01% -17K -56.4% $7.93 +0.0%
Page 4 of 4  ·  69 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%