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Portfolio (Quarterly) Guide ↗

Ascentis Independent Advisors

· CIK 0001845003
13F Portfolio $37M AUM 67,453 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 355 New
Page 11 of 18  ·  355 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SOXX ISHARES SEMICONDUCTOR 23.0 $15K 0.04% NEW $640.70 -18.8%
202 SPDV AAM S&P 500 HIGH 381.0 $15K 0.04% NEW $38.54 +8.5%
203 FORTINET INC 93.0 $14K 0.04% NEW $153.61
204 HLI HOULIHAN LOKEY INC Financial Services 104.0 $14K 0.04% NEW $134.60 -4.1%
205 SOXL DIREXION DAILY 51.0 $14K 0.04% NEW $266.69 -54.8%
206 DDOG DATADOG INC Technology 50.0 $13K 0.04% NEW $260.36 -9.5%
207 SCHW CHARLES SCHWAB CORP Financial Services 141.0 $13K 0.04% NEW $92.27 +21.7%
208 GEV GE VERNOVA INC Utilities 11.0 $13K 0.04% NEW $1174.82 -18.6%
209 BBY BEST BUY INC Consumer Cyclical 168.0 $13K 0.03% NEW $75.88 +13.2%
210 STLA STELLANTIS N V F Consumer Cyclical 2,155.0 $12K 0.03% NEW $5.74 -5.7%
211 HONEYWELL INTL INC 55.0 $12K 0.03% NEW $223.85
212 HONEYWELL AEROSPACE INC 55.0 $12K 0.03% NEW $221.04
213 SCHA SCHWAB U.S. SMALL-CAP 336.0 $12K 0.03% NEW $36.13 -3.6%
214 AOM ISHARES CORE 40/60 243.0 $12K 0.03% NEW $49.92 -0.3%
215 WHR WHIRLPOOL CORP Consumer Cyclical 304.0 $12K 0.03% NEW $39.40 +2.4%
216 WPP WPP PLC NEW F Communication Services 769.0 $12K 0.03% NEW $15.48 +70.3%
217 PAA PLAINS ALL AMERICAN P LP Energy 514.0 $11K 0.03% NEW $22.27 +10.5%
218 VWO VANGUARD FTSE EMERGING 191.0 $11K 0.03% NEW $59.69 +1.3%
219 VOOV VANGUARD S&P 500 VALUE 52.0 $11K 0.03% NEW $219.19 +4.5%
220 MS MORGAN STANLEY Financial Services 54.0 $11K 0.03% NEW $209.04 +2.5%
Page 11 of 18  ·  355 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 49.3%
Technology 15.9%
Healthcare 5.9%
Consumer Defensive 5.4%
Communication Services 4.4%
Consumer Cyclical 4.4%
Energy 4.4%
Industrials 4.3%
Utilities 3.9%
Basic Materials 1.2%