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Home > Institutional Investor > Asset One Wealth Management Llc > Profile

Instuitional Investor - Asset One Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Asset One Wealth Management Llc
Portfolio Value $730,127,138
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vaneck Merk Gold Trust
 749,502 $33,577,690 4.6%
2.
Microsoft Corp
 MSFT 67,074 $28,396,962 3.89%
3.
Invesco Qqq Tr
 43,072 $26,969,102 3.69%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 29,930 $19,145,624 2.62%
5.
Schwab Strategic Trust
 FNDF 626,380 $18,791,400 2.57%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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