Asset One Wealth Management LLC - Portfolio overview

Asset One Wealth Management LLC has 336 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 4.39%
2. OUNZ - VANECK MERK GOLD ETF, 3.80%
3. AAPL - APPLE INC, 3.00%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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