Question 1

What is Ascent Advisors, LLC's portfolio value?

Accepted Answer

As of Q4 2025, Ascent Advisors, LLC manages $519K across 2 reported positions in their SEC 13F filing.

Question 2

What are Ascent Advisors, LLC's top holdings?

Accepted Answer

Ascent Advisors, LLC's largest 13F positions include SCHF, AGG, representing approximately 100.0% of the reported portfolio.

Question 3

How many stocks does Ascent Advisors, LLC hold?

Accepted Answer

Ascent Advisors, LLC holds 2 reported positions as of their Q4 2025 13F filing.

Question 4

When did Ascent Advisors, LLC last file a 13F?

Accepted Answer

The most recent 13F filing from Ascent Advisors, LLC reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

Rank	Stock	Shares	Value	% of Portfolio
1	SCHF SCHWAB STRATEGIC TR	11,910	$286K	55.11%
2	AGG ISHARES TR	2,333	$233K	44.89%

Ascent Advisors, LLC

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