Ascentis Wealth Management, LLC - Portfolio Stock Holdings
Ascentis Wealth Management, LLC disclosed 718 stock positions in a recent SEC 13F filing. $660,665,892 of stock holdings were filed, with the largest holdings including CORZ, CORZW, and VOXR. This filing represented positions held on June 30, 2026, and was filed on July 27, 2026.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:
718Est. Stock Holding Value:
$660,665,892Top Stock Holdings By Sector
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Portfolio Stock Holdings - Ascentis Wealth Management, LLC
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