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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 12 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 JGRO J P MORGAN EXCHANGE TRADED F 5,471.0 $526K 0.06% $96.10 -1.0%
222 IWF ISHARES TR 4,232.0 $523K 0.06% +3K +295.1% $123.58 -0.4%
223 AEP AMERICAN ELEC PWR CO INC Utilities 3,939.0 $522K 0.06% $132.51 -4.6%
224 FUTY FIDELITY COVINGTON TRUST 8,641.0 $504K 0.05% +2K +37.4% $58.38 -2.7%
225 AG FIRST MAJESTIC SILVER CORP Basic Materials 29,935.0 $504K 0.05% +657.0 +2.2% $16.84 +9.7%
226 ISHARES TR 9,992.0 $498K 0.05% -358.0 -3.5% $49.79
227 IWS ISHARES TR 2,962.0 $490K 0.05% $165.33 +3.3%
228 TOTALENERGIES SE 6,068.0 $488K 0.05% $80.34
229 VNQ VANGUARD INDEX FDS 4,981.0 $487K 0.05% +386.0 +8.4% $97.85 -0.2%
230 BA BOEING CO Industrials 2,207.0 $481K 0.05% -62.0 -2.7% $218.12 +2.3%
231 GFI GOLD FIELDS LTD Basic Materials 14,320.0 $472K 0.05% +72.0 +0.5% $32.99 +24.0%
232 VEA VANGUARD TAX-MANAGED FDS 6,641.0 $470K 0.05% -475.0 -6.7% $70.82 +2.2%
233 ROKT SPDR SERIES TRUST 4,165.0 $459K 0.05% NEW $110.19 +9.2%
234 CDE COEUR MNG INC Basic Materials 28,604.0 $455K 0.05% +605.0 +2.2% $15.91 +16.3%
235 XAR SPDR SERIES TRUST 1,687.0 $449K 0.05% -63.0 -3.6% $266.32 +9.1%
236 PM PHILIP MORRIS INTL INC Consumer Defensive 2,428.0 $439K 0.05% -225.0 -8.5% $180.90 +3.7%
237 FIXD FIRST TR EXCHNG TRADED FD VI 9,974.0 $433K 0.05% -58.0 -0.6% $43.37 -1.0%
238 TOTL SSGA ACTIVE ETF TR 10,989.0 $430K 0.04% -781.0 -6.6% $39.16 -0.9%
239 KO COCA COLA CO Consumer Defensive 5,197.0 $428K 0.04% -74.0 -1.4% $82.45 +7.7%
240 ELF E L F BEAUTY INC Consumer Defensive 5,757.0 $427K 0.04% +2K +59.3% $74.22 +24.6%
Page 12 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%