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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 13 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BAC BANK OF AMER CORP Financial Services 6,794.0 $418K 0.04% +95.0 +1.4% $61.59 +4.3%
242 GTO INVESCO ACTIVELY MANAGED EXC 8,909.0 $415K 0.04% -407.0 -4.4% $46.62 -0.8%
243 GLW CORNING INC Technology 2,380.0 $415K 0.04% -17.0 -0.7% $174.41 -8.3%
244 TXN TEXAS INSTRS INC Technology 1,369.0 $412K 0.04% +79.0 +6.1% $301.19 -9.6%
245 VLO VALERO ENERGY CORP Energy 1,401.0 $410K 0.04% -162.0 -10.4% $292.61 +19.6%
246 WELL WELLTOWER INC Real Estate 1,754.0 $409K 0.04% +550.0 +45.7% $233.29 +1.0%
247 LMT LOCKHEED MARTIN CORP Industrials 791.0 $407K 0.04% -136.0 -14.7% $514.57 +18.0%
248 RSPF INVESCO EXCHANGE TRADED FD T 4,935.0 $406K 0.04% +700.0 +16.5% $82.29 +2.7%
249 RTX RTX CORPORATION Industrials 2,066.0 $405K 0.04% -431.0 -17.3% $195.89 +15.1%
250 TJX TJX COS INC NEW Consumer Cyclical 2,675.0 $404K 0.04% +614.0 +29.8% $150.97 -0.0%
251 LPTH LIGHTPATH TECHNOLOGIES INC Technology 35,216.0 $402K 0.04% NEW $11.42 +24.5%
252 DELL DELL TECHNOLOGIES INC Technology 969.0 $400K 0.04% -334.0 -25.6% $412.68 +13.6%
253 LIN LINDE PLC Basic Materials 756.0 $389K 0.04% +21.0 +2.9% $514.17 -6.9%
254 UFO PROCURE ETF TRUST II 8,494.0 $385K 0.04% +5K +126.1% $45.37 +3.9%
255 PAVE GLOBAL X FDS 6,776.0 $384K 0.04% -367.0 -5.1% $56.64 +1.2%
256 OEF ISHARES TR 1,011.0 $378K 0.04% +400.0 +65.5% $373.90 +1.3%
257 CI THE CIGNA GROUP Healthcare 1,231.0 $366K 0.04% -130.0 -9.6% $297.70 -6.5%
258 VIOO VANGUARD ADMIRAL FDS INC 2,670.0 $362K 0.04% +94.0 +3.6% $135.53 +1.0%
259 THC TENET HEALTHCARE CORP Healthcare 1,878.0 $361K 0.04% NEW $192.34 +40.5%
260 IUSB ISHARES TR 7,816.0 $358K 0.04% $45.77 -0.7%
Page 13 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%