ASSET ONE WEALTH MANAGEMENT LLC

PrivateCIK: 2110759
Location

BELLEVUE, WA

336
Positions
$903.84M
Total AUM (reported)
9.90M
Total Shares

Allocation by class

TOTAL AUM$903.84M336 positions
COM$289.46M32.0%
STATE STREET SPD$59.98M6.6%
GOLD SHS$35.07M3.9%
GOLD MINERS ETF$25.48M2.8%
UNIT SER 1$22.94M2.5%
S&P 500 ETF SHS$22.55M2.5%
NASDAQ 100 ETF$22.22M2.5%

Portfolio Concentration

Top 311.2%4–1016.9%11–2518.0%Rest53.9%TOP 1028.1%0%100%
Top 3$101.18M11.2%
4–10$152.63M16.9%
11–25$162.52M18.0%
Rest$487.51M53.9%

Top 3 weight

11.2%

Top 10 weight

28.1%

Voting Authority Distribution

Total shares with voting rights: 9.90M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

9.90M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole336
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings336
Rows:

MICROSOFT CORP

SOLE
COM
Shares93.61K
TypeSH
Market value$39.71M
4.39%
Sole
0.00
Shared
0.00
None
93.61K

VANECK MERK GOLD ETF

SOLE
GOLD SHS
Shares763.08K
TypeSH
Market value$34.33M
3.80%
Sole
0.00
Shared
0.00
None
763.08K

APPLE INC

SOLE
COM
Shares101.97K
TypeSH
Market value$27.14M
3.00%
Sole
0.00
Shared
0.00
None
101.97K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares237.55K
TypeSH
Market value$23.60M
2.61%
Sole
0.00
Shared
0.00
None
237.55K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares35.60K
TypeSH
Market value$22.94M
2.54%
Sole
0.00
Shared
0.00
None
35.60K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares249.71K
TypeSH
Market value$22.87M
2.53%
Sole
0.00
Shared
0.00
None
249.71K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares34.84K
TypeSH
Market value$22.55M
2.49%
Sole
0.00
Shared
0.00
None
34.84K

INVESCO EXCH TRADED FD TR II

SOLE
NASDAQ 100 ETF
Shares83.75K
TypeSH
Market value$22.22M
2.46%
Sole
0.00
Shared
0.00
None
83.75K

NVIDIA CORPORATION

SOLE
COM
Shares102.12K
TypeSH
Market value$20.41M
2.26%
Sole
0.00
Shared
0.00
None
102.12K

SPROTT ETF TRUST

SOLE
GOLD MINERS ETF
Shares235.82K
TypeSH
Market value$18.04M
2.00%
Sole
0.00
Shared
0.00
None
235.82K

SCHWAB STRATEGIC TR

SOLE
US DIVIDEND EQ
Shares554.03K
TypeSH
Market value$17.16M
1.90%
Sole
0.00
Shared
0.00
None
554.03K

SPROTT ASSET MANAGEMENT LP

SOLE
PHYSICAL SILVER
Shares672.92K
TypeSH
Market value$16.37M
1.81%
Sole
0.00
Shared
0.00
None
672.92K

AMAZON COM INC

SOLE
COM
Shares58.83K
TypeSH
Market value$14.70M
1.63%
Sole
0.00
Shared
0.00
None
58.83K

SPROTT ASSET MANAGEMENT LP

SOLE
PHYSICAL GOLD TR
Shares373.29K
TypeSH
Market value$13.23M
1.46%
Sole
0.00
Shared
0.00
None
373.29K

GLOBAL X FDS

SOLE
GLOBAL X SILVER
Shares140.38K
TypeSH
Market value$13.22M
1.46%
Sole
0.00
Shared
0.00
None
140.38K

VANECK ETF TRUST

SOLE
RARE EARTH AND S
Shares104.67K
TypeSH
Market value$10.53M
1.17%
Sole
0.00
Shared
0.00
None
104.67K

BROADCOM INC

SOLE
COM
Shares24.12K
TypeSH
Market value$9.70M
1.07%
Sole
0.00
Shared
0.00
None
24.12K

ISHARES TR

SOLE
RUSSELL 2000 ETF
Shares33.96K
TypeSH
Market value$9.32M
1.03%
Sole
0.00
Shared
0.00
None
33.96K

META PLATFORMS INC

SOLE
CL A
Shares13.01K
TypeSH
Market value$8.70M
0.96%
Sole
0.00
Shared
0.00
None
13.01K

T ROWE PRICE ETF INC

SOLE
CAP APPRECIATION
Shares220.72K
TypeSH
Market value$8.57M
0.95%
Sole
0.00
Shared
0.00
None
220.72K

ALPHABET INC

SOLE
CAP STK CL A
Shares25.71K
TypeSH
Market value$8.54M
0.95%
Sole
0.00
Shared
0.00
None
25.71K

VANGUARD STAR FDS

SOLE
VG TL INTL STK F
Shares103.25K
TypeSH
Market value$8.45M
0.94%
Sole
0.00
Shared
0.00
None
103.25K

VANGUARD WORLD FD

SOLE
COMM SRVC ETF
Shares42.65K
TypeSH
Market value$8.32M
0.92%
Sole
0.00
Shared
0.00
None
42.65K

ALPHABET INC

SOLE
CAP STK CL C
Shares24.97K
TypeSH
Market value$8.25M
0.91%
Sole
0.00
Shared
0.00
None
24.97K

VANECK ETF TRUST

SOLE
GOLD MINERS ETF
Shares80.03K
TypeSH
Market value$7.44M
0.82%
Sole
0.00
Shared
0.00
None
80.03K
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