Ascentis Independent Advisors
Ascentis Independent Advisors reported 355 positions worth $37.1M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: QQQ (10.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QQQ | SH | $3.8M | 10.33% | 5,199 | — | — | |
| ▸ 2 | IVV | SH | $3.7M | 10.06% | 4,972 | — | — | |
| ▸ 3 | TLTW | SH | $1.9M | 5.07% | 84,320 | — | — | |
| ▸ 4 | SGOV | SH | $1.7M | 4.49% | 16,562 | — | — | |
| ▸ 5 | JAAA | SH | $1.2M | 3.34% | 24,573 | — | — | |
| ▸ 6 | IWP | SH | $1.2M | 3.14% | 7,949 | — | — | |
| ▸ 7 | VGSH | SH | $1.1M | 3.03% | 19,345 | — | — | |
| ▸ 8 | VBK | SH | $1.1M | 2.91% | 2,949 | — | — | |
| ▸ 9 | VEU | SH | $1.0M | 2.76% | 12,241 | — | — | |
| ▸ 10 | BKLN | SH | $962.9K | 2.59% | 47,262 | — | — |
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Frequently Asked Questions
What stocks does Ascentis Independent Advisors hold as of Q2 2026?
Ascentis Independent Advisors reported 355 positions worth $37.1M in its Q2 2026 13F filing. Largest positions: QQQ (10.3%), IVV (10.1%), TLTW (5.1%), SGOV (4.5%) and JAAA (3.3%).
What did Ascentis Independent Advisors buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Ascentis Independent Advisors sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.