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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 7 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CORP PIMCO ETF TR 17,430.0 $1.7M 0.18% +2K +10.0% $95.90 -1.2%
122 IPKW INVESCO EXCH TRADED FD TR II 28,417.0 $1.7M 0.18% -713.0 -2.5% $58.72 +4.5%
123 DEM WISDOMTREE TR 28,957.0 $1.6M 0.16% +813.0 +2.9% $53.81 +1.7%
124 BOND PIMCO ETF TR 16,325.0 $1.5M 0.16% -325.0 -1.9% $91.43 -1.1%
125 SBUX STARBUCKS CORP Consumer Cyclical 13,704.0 $1.4M 0.15% $105.11 +2.7%
126 NLR VANECK ETF TRUST 13,024.0 $1.4M 0.15% +3K +36.5% $109.38 +8.2%
127 XOM EXXON MOBIL CORP Energy 9,541.0 $1.4M 0.14% +249.0 +2.7% $144.51 +11.8%
128 XLF SELECT SECTOR SPDR TR 24,299.0 $1.4M 0.14% +1K +5.1% $56.56 +1.8%
129 RING ISHARES INC 21,272.0 $1.4M 0.14% +802.0 +3.9% $63.84 +25.8%
130 VFH VANGUARD WORLD FD 9,797.0 $1.4M 0.14% +169.0 +1.8% $138.45 +2.0%
131 IJR ISHARES TR 9,103.0 $1.3M 0.14% -219.0 -2.4% $146.17 +2.5%
132 VIS VANGUARD WORLD FD 3,787.0 $1.3M 0.14% +440.0 +13.2% $347.35 +3.3%
133 SPMD SPDR SERIES TRUST 19,732.0 $1.3M 0.14% -2K -8.5% $66.28 +3.8%
134 JNJ JOHNSON & JOHNSON Healthcare 5,168.0 $1.3M 0.14% +1K +30.2% $247.03 +6.2%
135 VGIT VANGUARD SCOTTSDALE FDS 21,746.0 $1.3M 0.14% NEW $58.66 -0.5%
136 JBND J P MORGAN EXCHANGE TRADED F 23,898.0 $1.3M 0.13% -2K -7.3% $53.08 -0.9%
137 VONG VANGUARD SCOTTSDALE FDS 9,849.0 $1.3M 0.13% +94.0 +1.0% $127.19 +1.2%
138 EVTR MORGAN STANLEY ETF TRUST 24,323.0 $1.2M 0.13% -2K -6.1% $50.53 -0.9%
139 AGG ISHARES TR 12,207.0 $1.2M 0.13% +649.0 +5.6% $98.14 -0.9%
140 VOE VANGUARD INDEX FDS 5,891.0 $1.2M 0.12% +79.0 +1.4% $201.12 +4.3%
Page 7 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%