Long-term investor
Asset One Wealth Management LLC @assetonewealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002110759).
Record
- Tracked since 2025-12-31 (250 days), 64 trades recorded
- Returns: week n/a · month n/a · 90 days +0.8% · 6 months n/a · 1 year n/a · all +2.2%
- Max drawdown n/a · win rate 3% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 4.0% · long · since 2025-12-31
- AAPL · 3.6% · long · since 2025-12-31
- OUNZ · 3.2% · long · since 2025-12-31
- QQQM · 3.0% · long · since 2025-12-31
- BILS · 2.7% · long · since 2025-12-31
- VOO · 2.7% · long · since 2025-12-31
- 46090E103 · 2.3% · long · since 2025-12-31
- NVDA · 2.3% · long · since 2025-12-31
- BIL · 2.3% · long · since 2025-12-31
- SCHD · 1.8% · long · since 2025-12-31
- AMZN · 1.6% · long · since 2025-12-31
- SGDM · 1.5% · long · since 2025-12-31