Asset One Wealth Management LLC - Portfolio Stock Holdings
Asset One Wealth Management LLC disclosed 443 stock positions in a recent SEC 13F filing. $1,167,291,018 of stock holdings were filed, with the largest holdings including MSFT, AAPL, and OUNZ. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $982,530,630 and has 19 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
443Est. Stock Holding Value:
$1,167,291,018Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Asset One Wealth Management LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...
Portfolio Options Holdings - Asset One Wealth Management LLC
|
Stock
|
Type
|
Holdings (Contracts)
|
Holdings (USD)
|
Change (Contracts)
|
Change (Value)
|
|---|
Loading Fund Options Data...