Sign In
test

Stephanie West

Ascentis Independent Advisors

Assets Managed
$1.322B
Holdings
2078
Last Quarter
2026 - Q1
Filed Date
26d ago
Growth Rate
113.34%(2Q avg: 58.93%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Ascentis Independent Advisors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2078 positions.

Assets under management

The assets under management (AUM) of Ascentis Independent Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.322B in assets, with a quarterly growth rate of 113.34% and a 2-quarter average growth rate of 58.93%. The portfolio is managed by Stephanie West, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 97.88%
5.46%
$72.07M
413,245 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 133.77%
4.76%
$62.818M
247,516 shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 80.12%
2.2%
$28.967M
78,250 shares@ $370.19 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 90.01%
1.9%
$25.069M
120,366 shares@ $208.27 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 38.14%
1.62%
$21.418M
74,478 shares@ $287.57 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 101.51%
1.46%
$19.187M
193,277 shares@ $99.28 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 54.54%
1.32%
$17.415M
56,265 shares@ $309.52 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 138.99%
1.15%
$15.094M
23,105 shares@ $653.28 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 87%
1.14%
$14.973M
25,057 shares@ $597.58 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 49.28%
1.06%
$14.008M
47,620 shares@ $294.18 avg price

1-10 of 2078