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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 11 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FXU FIRST TR EXCHANGE-TRADED FD 13,318.0 $659K 0.07% +362.0 +2.8% $49.48 -1.7%
202 CGMS CAPITAL GRP FIXED INCM ETF T 24,125.0 $659K 0.07% -2K -8.6% $27.31 -0.7%
203 GDXJ VANECK ETF TRUST 6,591.0 $636K 0.07% -6K -48.2% $96.55 +19.5%
204 VYM VANGUARD WHITEHALL FDS 3,974.0 $636K 0.07% +703.0 +21.5% $160.12 +3.4%
205 CQP CHENIERE ENERGY PARTNERS L P Energy 10,232.0 $636K 0.07% +157.0 +1.6% $62.18 +10.5%
206 CWB SPDR SERIES TRUST 6,107.0 $633K 0.07% +2K +36.9% $103.59 +0.8%
207 PYLD PIMCO ETF TR 23,924.0 $630K 0.07% +10K +77.1% $26.35 -0.7%
208 GBIL GOLDMAN SACHS ETF TR 6,275.0 $628K 0.07% -450.0 -6.7% $100.01 +0.0%
209 EEM ISHARES TR 9,465.0 $621K 0.07% NEW $65.57 -0.4%
210 UNH UNITEDHEALTH GROUP INC Healthcare 1,453.0 $608K 0.06% +75.0 +5.4% $418.48 -5.9%
211 FTEC FIDELITY COVINGTON TRUST 2,177.0 $606K 0.06% -61.0 -2.7% $278.17 +2.8%
212 FBND FIDELITY MERRIMACK STR TR 12,768.0 $578K 0.06% -513.0 -3.9% $45.28 -0.8%
213 GLD SPDR GOLD TR Financial Services 1,532.0 $570K 0.06% -185.0 -10.8% $372.35 +7.0%
214 TBUX T ROWE PRICE EXCHANGE-TRADED 11,217.0 $560K 0.06% -78.0 -0.7% $49.88 +0.1%
215 EA ELECTRONIC ARTS INC Communication Services 2,683.0 $556K 0.06% -99.0 -3.6% $207.27 +1.2%
216 LOW LOWES COS INC Consumer Cyclical 2,557.0 $536K 0.06% +226.0 +9.7% $209.66 +2.9%
217 LRCX LAM RESEARCH CORP Technology 1,595.0 $535K 0.06% +58.0 +3.8% $335.48 -2.3%
218 VTI VANGUARD INDEX FDS 1,431.0 $533K 0.06% -1K -47.1% $372.44 +1.8%
219 AVGV AMERICAN CENTY ETF TR 6,195.0 $530K 0.06% +175.0 +2.9% $85.55 +2.7%
220 IEI ISHARES TR 4,509.0 $527K 0.06% -408.0 -8.3% $116.97 -0.3%
Page 11 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%