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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 7 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SRE SEMPRA Utilities 2,196.0 $204K 0.02% -95.0 -4.2% $92.78 -6.5%
122 NDAQ NASDAQ INC Financial Services 2,208.0 $202K 0.02% -418.0 -15.9% $91.36 +6.9%
Page 7 of 7  ·  122 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%