Ascent Advisors, LLC

CIK: 0002109853SEC EDGAR →

Portfolio Value

$519K

Holdings

2

As of

Q4 2025

New Positions

2

Closed Positions

0

Portfolio Value History

No historical data available yet. Chart will appear after multiple quarterly filings.

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
SCHF

SCHWAB STRATEGIC TR

11,910$286K
55.11%
2
AGG

ISHARES TR

2,333$233K
44.89%

Sector Breakdown

Sector# HoldingsValue%
Financial Services2$519K100.0%