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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 7 of 18  ·  355 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BERKSHIRE HATHAWAY 75.0 $38K 0.10% NEW $500.39
122 ACWI ISHARES MSCI ACWI ETF 235.0 $37K 0.10% NEW $157.39 +2.2%
123 JCI JOHNSON CONTROLS INT F Industrials 253.0 $37K 0.10% NEW $146.11 -2.1%
124 REMX VANECK RARE EARTH AND 415.0 $37K 0.10% NEW $88.50 -8.8%
125 GSK GSK PLC ADR F Healthcare 697.0 $37K 0.10% NEW $52.42 -0.0%
126 META META PLATFORMS INC Communication Services 64.0 $36K 0.10% NEW $563.25 -2.4%
127 FNX FIRST TRUST MID CAP CORE 242.0 $35K 0.10% NEW $146.34 -0.3%
128 KEY KEYCORP NEW Financial Services 1,518.0 $35K 0.09% NEW $23.06 -5.2%
129 XLU STATE STREET UTILITIES 772.0 $35K 0.09% NEW $45.33 -5.7%
130 WM WASTE MGMT INC DEL Industrials 157.0 $35K 0.09% NEW $222.83 +0.6%
131 GAP GAP INC Consumer Cyclical 1,862.0 $35K 0.09% NEW $18.68 +6.0%
132 AMT AMERICAN TOWER CORP NEW Real Estate 204.0 $33K 0.09% NEW $163.53 +7.5%
133 FVD FIRST TRUST VALUE LINE 671.0 $32K 0.09% NEW $48.18 +5.2%
134 NEM NEWMONT CORP Basic Materials 345.0 $32K 0.09% NEW $93.39 +40.9%
135 LOW LOWES COS INC Consumer Cyclical 145.0 $32K 0.09% NEW $220.46 -2.0%
136 BAC BANK OF AMERICA CORP Financial Services 540.0 $31K 0.08% NEW $56.98 +8.3%
137 IAGG ISHARES CORE 603.0 $31K 0.08% NEW $50.60 -1.6%
138 ALNY ALNYLAM PHARMACEUTICALS Healthcare 100.0 $30K 0.08% NEW $301.03 -21.5%
139 XTEN BONDBLOXX BLOOMBERG TEN 657.0 $30K 0.08% NEW $45.58 -2.9%
140 PFLD AAM LOW DURATION 1,529.0 $30K 0.08% NEW $19.55 +0.0%
Page 7 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%