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Home > Institutional Investor > Ascent Advisors, Llc > Profile

Instuitional Investor - Ascent Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Ascent Advisors, Llc
Portfolio Value $86,691,412
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ea Series Trust - STRIVE 500 ETF
 179,376 $8,653,098 9.98%
2.
Ishares Trust
 IEF 88,282 $8,301,156 9.58%
3.
Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF
 22,703 $6,779,343 7.82%
4.
Vaneck Etf Trust
 202,432 $4,296,640 4.96%
5.
Ishares Trust
 IEF 52,401 $4,288,498 4.95%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.