Ascentis Independent Advisors - Portfolio overview

Ascentis Independent Advisors has 2017 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. AVGO - BROADCOM INC, 3.09%
2. IUSB - ISHARES CORE UNIVERSAL USD BOND ETF, 2.11%
3. BRKB - BERKSHIRE HATHAWAY INC DEL, 1.78%

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

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