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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 8 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CSCO CISCO SYS INC Technology 10,560.0 $1.2M 0.12% +145.0 +1.4% $111.77 -0.1%
142 FLJP FRANKLIN TEMPLETON ETF TR 29,292.0 $1.2M 0.12% +1K +4.0% $39.95 +1.7%
143 ZION ZIONS BANCORPORATION NATL AS Financial Services 16,052.0 $1.1M 0.12% -418.0 -2.5% $71.55 -0.9%
144 PG PROCTER & GAMBLE CO Consumer Defensive 7,754.0 $1.1M 0.12% -17K -68.1% $148.06 -3.1%
145 XLI SELECT SECTOR SPDR TR 6,310.0 $1.1M 0.12% +842.0 +15.4% $180.06 +1.9%
146 IGIB ISHARES TR 21,540.0 $1.1M 0.12% +1K +5.5% $52.72 -1.0%
147 IYC ISHARES TR 10,969.0 $1.1M 0.12% +1K +12.4% $101.25 +0.6%
148 IYH ISHARES TR 16,533.0 $1.1M 0.12% +914.0 +5.8% $66.81 +7.3%
149 MLPX GLOBAL X FDS 14,602.0 $1.1M 0.12% +2K +13.3% $75.51 +1.2%
150 AEM AGNICO EAGLE MINES LTD Basic Materials 7,691.0 $1.1M 0.12% +595.0 +8.4% $142.23 +31.4%
151 XLV SELECT SECTOR SPDR TR 6,868.0 $1.1M 0.12% +302.0 +4.6% $158.29 +7.2%
152 VGLT VANGUARD SCOTTSDALE FDS 20,042.0 $1.1M 0.11% NEW $53.97 -2.7%
153 SPYM SPDR SERIES TRUST 11,969.0 $1.1M 0.11% -311.0 -2.5% $88.84 +1.7%
154 NOW SERVICENOW INC Technology 10,146.0 $1.1M 0.11% +8K +309.9% $104.73 +14.1%
155 UPS UNITED PARCEL SVCS INC Industrials 9,071.0 $1.0M 0.11% $112.94 -9.7%
156 IEMG ISHARES INC 12,539.0 $999K 0.10% -477.0 -3.7% $79.68 -0.1%
157 DLN WISDOMTREE TR 10,063.0 $986K 0.10% -2K -15.3% $97.98 +3.1%
158 VCR VANGUARD WORLD FD 2,462.0 $975K 0.10% +177.0 +7.8% $396.01 -1.2%
159 EWJ ISHARES INC 10,409.0 $973K 0.10% -124.0 -1.2% $93.50 +2.0%
160 IYK ISHARES TR 13,267.0 $970K 0.10% +533.0 +4.2% $73.11 +1.8%
Page 8 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%