13F Filings History of Asset One Wealth Management LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$730,127,138
Signature - Title
Richard Chen - CCO
Location
Bellevue, WA
Summary
This page shows a list of all the recent 13F filings made by Asset One Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Asset One Wealth Management LLC reported 275 stock holdings with total value $730,127,138 as of Q4 2025. Top holdings included OUNZ, MSFT, QQQ, VOO, and SCHD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 275 $730,127,138 $0 $0 $0 OUNZ, MSFT, QQQ, VOO, SCHD 13F-HR 17 Feb 2026, 15:57