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Ascentis Independent Advisors - Portfolio Stock Holdings

Ascentis Independent Advisors disclosed 1969 stock positions in a recent SEC 13F filing. $36,841,562 of stock holdings were filed, with the largest holdings including QQQ, IVV, and TLTW. This filing represented positions held on June 30, 2026, and was filed today.

Report Period:

June 30, 2026

No. of Stocks:

1969

Est. Stock Holding Value:

$36,841,562

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Ascentis Independent Advisors

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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