Ascent Group, LLC - Portfolio overview

Ascent Group, LLC has 834 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DYNF - BLACKROCK ETF TRUST, 7.84%
2. MUB - ISHARES TR, 4.92%
3. NVDA - NVIDIA CORPORATION, 3.53%

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

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