Ascentis Wealth Management, LLC - Portfolio Stock Holdings
Ascentis Wealth Management, LLC disclosed 719 stock positions in a recent SEC 13F filing. $61,035,075,874 of stock holdings were filed, with the largest holdings including URI, CAT, and BRK.B. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $595,719,066 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
719Est. Stock Holding Value:
$61,035,075,874Top Stock Holdings By Sector
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Portfolio Stock Holdings - Ascentis Wealth Management, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (USD)
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% Change
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