account_balance
Investment manager · 13F filer · SEC CIK 1845003
Ascentis Independent Advisors
Reported value$1.7Bas of Sep 30, 2026
Positions2,282 1,929 new, 2 sold out
Top 10 weight22.7%NVDA alone is 6%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corp
5.8%Added +35723%
AAPLApple Inc
5.4%Added +42869%
MSFTMicrosoft Corp
2.4%Added +10053%
AMZNAmazon.com Inc
1.9%Added +55219%
IVViShares Core S&P 500
1.5%Added +580%
AVGOBroadcom Inc
1.2%Added +3934%
AGGiShares Core U.s.
1.1%Added +120419%
AMDAdvanced Micro Devices I
1.1%New
VOOVanguard S&P 500 ETF
1.1%Added +18306%
QQQInvesco QQQ Tr
1.1%Added +375%
GOOGLAlphabet Inc
1.0%Added +13298%
SPYState Street SPDR S&P
1.0%New
NVDANvidia Corp
5.8%Added +35723%
AAPLApple Inc
5.4%Added +42869%
MSFT2.4%AMZN1.9%IVV1.5%
AVGO1.2%AGG1.1%
AMD1.1%VOO1.1%
QQQ1.1%
GOOGL1.0%SPY1.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corp 5.8% Added +35723%AAPL Apple Inc 5.4% Added +42869%MSFT Microsoft Corp 2.4% Added +10053%AMZN Amazon.com Inc 1.9% Added +55219%
IVV iShares Core S&P 500 1.5% Added +580%
AVGO Broadcom Inc 1.2% Added +3934%AGG iShares Core U.s. 1.1% Added +120419%
AMD Advanced Micro Devices I 1.1% NewVOO Vanguard S&P 500 ETF 1.1% Added +18306%
QQQ Invesco QQQ Tr 1.1% Added +375%
GOOGL Alphabet Inc 1.0% Added +13298%SPY State Street SPDR S&P 1.0% NewWhat changed