Ascentis Wealth Management, LLC originally filed its 13F report for Q2 2026 on July 27, 2026. The filing was subsequently amended, with the latest update submitted on July 30, 2026. The portfolio totaled 667.81 M reflecting a +31.44% change from the prior quarter, spanning 718 assets. The top 10 holdings comprised 59.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 92 new positions and 32 complete exits.
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Yes. Ascentis Wealth Management originally filed on 07/27/2026 and subsequently submitted 2 amendment(s). The latest filing (13F-HR/A) was submitted on 07/30/2026.
In the Q2 2026 filing, Ascentis Wealth Management reported a managed portfolio value of 667.34 M, consisting of 12,241 individual positions.
Multiple filings indicate that Ascentis Wealth Management updated their Q2 2026 report. The initial filing was submitted on 07/27/2026, followed by amendments to correct data or disclose previously confidential holdings.
This page displays the raw filing documents. To see which stocks Ascentis Wealth Management bought or sold during Q2 2026, please visit Ascentis Wealth Management's Portfolio Analysis page.