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Richard Chen

Asset One Wealth Management Llc

Assets Managed
$903.835M
Holdings
336
Last Quarter
2026 - Q1
Filed Date
3d ago
Growth Rate
23.8%(2Q avg: 11.9%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Asset One Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 336 positions.

Assets under management

The assets under management (AUM) of Asset One Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 903.835M in assets, with a quarterly growth rate of 23.8% and a 2-quarter average growth rate of 11.9%. The portfolio is managed by Richard Chen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Increased 39.57%
4.4%
$39.706M
93,611 shares@ $424.17 avg price
OUNZ
Vaneck Merk Gold Etf
Recent Activity
Increased 1.82%
3.8%
$34.331M
763,076 shares@ $44.99 avg price
AAPL
Apple Inc
Recent Activity
Increased 75.41%
3.01%
$27.142M
101,971 shares@ $266.17 avg price
BILS
Spdr Bloomberg 3-12 Month T-
Recent Activity
Increased 47.99%
2.62%
$23.598M
237,553 shares@ $99.34 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -17.34%
2.54%
$22.94M
35,602 shares@ $644.34 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 45.65%
2.53%
$22.866M
249,712 shares@ $91.57 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 16.4%
2.5%
$22.548M
34,836 shares@ $647.26 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 20.19%
2.46%
$22.22M
83,751 shares@ $265.32 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 8.49%
2.26%
$20.412M
102,122 shares@ $199.89 avg price
SGDM
Sprott Gold Miners Etf
Recent Activity
Increased 0.62%
2%
$18.043M
235,822 shares@ $76.51 avg price

1-10 of 336