Asset One Wealth Management LLC - Portfolio Stock Holdings
Asset One Wealth Management LLC disclosed 365 stock positions in a recent SEC 13F filing. $943,857,726 of stock holdings were filed, with the largest holdings including MSFT, OUNZ, and AAPL. This filing represented positions held on June 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:
June 30, 2026No. of Stocks:
365Est. Stock Holding Value:
$943,857,726Top Stock Holdings By Sector
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Portfolio Stock Holdings - Asset One Wealth Management LLC
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Portfolio Options Holdings - Asset One Wealth Management LLC
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