Ascent Advisors, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Ascent Advisors, LLC held in its portfolio 2 assets valued at $519,336 (i.e. $519.34K).

The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($286.32K), and ISHARES TR ($233.02K),

The chart below shows the top 2 valuable assets, and the table below shows the top 2 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Ascent Advisors, LLC Portfolio

SCHWAB STRATEGIC TR

ISHARES TR

Ascent Advisors, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
SCHWAB STRATEGIC TR	11910	286316	INTL EQTY ETF
ISHARES TR	2333	233020	CORE US AGGBD ET