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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 10 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SPLV INVESCO EXCH TRADED FD TR II 10,479.0 $791K 0.08% -72.0 -0.7% $75.47 +0.7%
182 AZO AUTOZONE INC Consumer Cyclical 265.0 $787K 0.08% -6.0 -2.2% $2970.57 +3.5%
183 SGDJ SPROTT ETF TRUST 10,395.0 $783K 0.08% NEW $75.28 +18.7%
184 UCON FIRST TR EXCHNG TRADED FD VI 31,275.0 $776K 0.08% +1K +4.1% $24.80 -0.5%
185 XLC SELECT SECTOR SPDR TR 6,825.0 $774K 0.08% -186.0 -2.6% $113.38 -2.6%
186 IYF ISHARES TR 5,677.0 $764K 0.08% -267.0 -4.5% $134.50 +2.0%
187 EMLP FIRST TR EXCHANGE-TRADED FD 17,338.0 $760K 0.08% +1K +6.3% $43.86 +2.0%
188 XLB SELECT SECTOR SPDR TR 14,832.0 $749K 0.08% +465.0 +3.2% $50.50 +2.5%
189 IBM INTERNATIONAL BUSINESS MACHS Technology 3,539.0 $748K 0.08% -134.0 -3.6% $211.23 +10.2%
190 VPU VANGUARD WORLD FD 3,768.0 $737K 0.08% +193.0 +5.4% $195.60 -2.7%
191 SCHO SCHWAB STRATEGIC TR 29,905.0 $721K 0.08% -6K -16.1% $24.10 +0.0%
192 VWO VANGUARD INTL EQUITY INDEX F 12,105.0 $720K 0.08% +342.0 +2.9% $59.48 +0.3%
193 BND VANGUARD BD INDEX FDS 9,665.0 $704K 0.07% -121.0 -1.2% $72.82 -0.8%
194 MET METLIFE INC Financial Services 7,629.0 $703K 0.07% -61.0 -0.8% $92.20 +4.9%
195 BLK BLACKROCK INC Financial Services 638.0 $698K 0.07% -10.0 -1.5% $1094.00 +5.5%
196 SE SEA LTD Consumer Cyclical 6,232.0 $694K 0.07% NEW $111.36 +4.4%
197 RRC RANGE RES CORP Energy 19,249.0 $694K 0.07% -2K -9.7% $36.05 +10.6%
198 SOXX ISHARES TR 1,226.0 $681K 0.07% -80.0 -6.1% $555.27 -4.3%
199 NRG NRG ENERGY INC Utilities 4,833.0 $666K 0.07% -2K -28.6% $137.90 -16.2%
200 TSPA T ROWE PRICE EXCHANGE-TRADED 13,933.0 $665K 0.07% $47.75 +1.0%
Page 10 of 18  ·  347 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%