Ascension Capital Advisors, Inc. - Portfolio overview

Ascension Capital Advisors, Inc. has 89 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. SCHX - SCHWAB STRATEGIC TR, 12.12%
2. FDV - FEDERATED HERMES ETF TRUST, 12.12%
3. RDVY - FIRST TR EXCHANGE TRADED FD, 12.04%

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

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