Ascent Advisors, LLC - Portfolio overview

Ascent Advisors, LLC has 40 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. IEF - ISHARES TR, 12.73%
2. QQQM - INVESCO EXCH TRADED FD TR II, 11.59%
3. VWO - VANGUARD INTL EQUITY INDEX F, 10.36%

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

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