§ 13F · FUND PROFILE
Ascentis Independent Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $593.0T (13F)Positions · 450Turnover · — · Q3Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 204K | $38.1T | 6.4% | — |
| 2 | AAPL | APPLE INC | 102K | $26.0T | 4.4% | — |
| 3 | MSFT | MICROSOFT CORP | 42K | $21.9T | 3.7% | — |
| 4 | AMZN | AMAZON COM INC | 58K | $12.7T | 2.1% | — |
| 5 | GOOGL | ALPHABET INC | 51K | $12.4T | 2.1% | — |
| 6 | AVGO | BROADCOM INC | 35K | $11.7T | 2.0% | — |
| 7 | JPM | JPMORGAN CHASE & CO. | 31K | $9.8T | 1.7% | — |
| 8 | AGG | ISHARES TR | 94K | $9.5T | 1.6% | — |
| 9 | DGRW | WISDOMTREE TR | 88K | $7.8T | 1.3% | — |
| 10 | QQQ | INVESCO QQQ TR | 13K | $7.6T | 1.3% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ASCENTIS SIGNAL
AC read
Ascentis Independent Advisors is a Other fund managing $593041.2 trillion in assets. The fund runs a broad portfolio of 450 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed