Ascentis Wealth Management, LLC - Portfolio overview

Ascentis Wealth Management, LLC has 734 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Basic Materials.

Largest reported holdings by portfolio allocation

1. CORZ - CORE SCIENTIFIC INC NEW COM, 37.14%
2. VOXR - VOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036, 20.88%
3. CORZW - CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1, 12.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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