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Portfolio (Quarterly) Guide ↗

Asset One Wealth Management LLC

· CIK 0002110759
13F Portfolio $904M AUM 336 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 80 New 163 Added 69 Reduced 19 Exited
Page 7 of 17  ·  336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RING ISHARES INC 20,470.0 $1.6M 0.18% +116.0 +0.6% $80.59 -5.6%
122 CVX CHEVRON CORPORATION Energy 8,856.0 $1.6M 0.18% +2K +36.9% $185.98 -1.6%
123 GDXJ VANECK ETF TRUST 12,726.0 $1.6M 0.17% -4K -25.1% $122.48 -5.9%
124 ITA ISHARES TR 6,963.0 $1.6M 0.17% +292.0 +4.4% $223.08 +5.6%
125 BOND PIMCO ETF TR 16,650.0 $1.5M 0.17% -472.0 -2.8% $92.65 -0.6%
126 CORP PIMCO ETF TR 15,847.0 $1.5M 0.17% +130.0 +0.8% $97.34 -0.4%
127 CANADIAN PACIFIC KANSAS CITY 18,497.0 $1.5M 0.17% NEW $82.49
128 DEM WISDOMTREE TR 28,144.0 $1.5M 0.16% $52.08 +6.4%
129 AEM AGNICO EAGLE MINES LTD Basic Materials 7,096.0 $1.4M 0.16% +2K +27.9% $203.09 -11.8%
130 CRM SALESFORCE INC Technology 7,618.0 $1.4M 0.16% -7K -47.3% $187.12 -3.8%
131 JBND J P MORGAN EXCHANGE TRADED F 25,773.0 $1.4M 0.15% -2K -8.0% $53.86 -0.7%
132 SPMD SPDR SERIES TRUST 21,569.0 $1.4M 0.15% -389.0 -1.8% $63.94 +2.4%
133 XOM EXXON MOBIL CORP Energy 9,292.0 $1.4M 0.15% +2K +19.3% $148.36 -0.4%
134 SBUX STARBUCKS CORP Consumer Cyclical 13,700.0 $1.3M 0.15% -97.0 -0.7% $97.80 +3.9%
135 NLR VANECK ETF TRUST 9,542.0 $1.3M 0.15% +102.0 +1.1% $139.68 -4.2%
136 EVTR MORGAN STANLEY ETF TRUST 25,895.0 $1.3M 0.15% -2K -8.6% $51.21 -0.6%
137 IJR ISHARES TR 9,322.0 $1.3M 0.14% +7K +330.6% $135.08 +3.5%
138 VFH VANGUARD WORLD FD 9,628.0 $1.2M 0.14% +913.0 +10.5% $128.67 -2.4%
139 XLF SELECT SECTOR SPDR TR 23,113.0 $1.2M 0.13% +446.0 +2.0% $52.30 -2.2%
140 VONG VANGUARD SCOTTSDALE FDS 9,755.0 $1.2M 0.13% -196.0 -2.0% $121.28 +7.7%
Page 7 of 17  ·  336 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 33.0%
Financial Services 26.6%
Communication Services 8.0%
Consumer Cyclical 7.4%
Energy 6.3%
Industrials 5.0%
Healthcare 4.8%
Basic Materials 3.3%
Consumer Defensive 3.3%
Utilities 1.5%