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Stephanie West

Ascentis Wealth Management, Llc

Assets Managed
$667.814B
Holdings
743
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
131340.75%(2Q avg: 65680.07%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Ascentis Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 743 positions.

Assets under management

The assets under management (AUM) of Ascentis Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 667.814B in assets, with a quarterly growth rate of 131340.75% and a 2-quarter average growth rate of 65680.07%. The portfolio is managed by Stephanie West, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CORZ
Core Scientific Inc
Recent Activity
Increased 1.43%
27.91%
$186.347B
7.386M shares@ $25229.63 avg price
CORZW
Core Scientific Inc - 27
Recent Activity
11.43%
$76.268B
4.057M shares@ $18800.0 avg price
VOXR
Vox Royalty Corp
Recent Activity
Decreased -5.18%
7.85%
$52.374B
11.073M shares@ $4730.0 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
2.47%
$16.475B
22 shares@ $7.4885E8 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 18326.87%
2.11%
$14.044B
5.25M shares@ $2675.04 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 15009.01%
1.89%
$12.599B
9.293M shares@ $1355.85 avg price
FRMI
Fermi Inc
Recent Activity
Increased 1918.45%
1.55%
$10.332B
1.493M shares@ $6920.68 avg price
IVR
Invesco Mortgage Capital
Recent Activity
New Position
1.54%
$10.233B
1.295M shares@ $7900.0 avg price
AAPL
Apple Inc
Recent Activity
Increased 27622.7%
1.47%
$9.789B
8.788M shares@ $1113.89 avg price
ET
Energy Transfer Lp
Recent Activity
Increased 1543.26%
1.15%
$7.651B
6.543M shares@ $1169.42 avg price

1-10 of 743