Arkolith/Funds/Ascentis Independent Advisors

Ascentis Independent Advisors

CIK 1845003
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR/AAmended
Active Filer

Ascentis Independent Advisors holds a focused book of 355 stocks worth $37.1M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Arimathea Catholic Bond and trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco QQQ Trust Series 1 at 10% of the equity book. Cloning the disclosed picks since 2025 would be +19% (+11.7%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
70
bought for the first time
Added to
4
already held, bought more
Trimmed
300
sold some, still holds it
Sold out
1719
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+19.1%
+11.7%/yr · since Jan '25
Their reported book
+20.6%
held from quarter-end
S&P 500
+27.8%
same window
$8K$9K$11K$12K$13KJan '25May '25Sep '25Jan '26Apr '26Aug '26
Ascentis Independent Advisors (copied at disclosure) S&P 500

Growth of $10,000 cloning Ascentis Independent Advisors's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
48%
Top 20 holdings
67%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

23% mapped to company sectors

ETF / fund or unclassified
77%
Financials
6%
Information Technology
6%
Industrials
2%
Utilities
2%
Health Care
2%
Consumer Discretionary
2%
Consumer Staples
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Ascentis Independent Advisors

Manager / fundShared namesTheir $ in those
MORGAN STANLEY78 / 80$428.8B
ROYAL BANK OF CANADA78 / 80$125.4B
ENVESTNET ASSET MANAGEMENT INC78 / 80$90.8B
LPL Financial LLC78 / 80$77.7B
Cetera Investment Advisers78 / 80$20.5B
OSAIC HOLDINGS, INC.78 / 80$15.5B
Integrated Wealth Concepts LLC78 / 80$3.2B
Farther Finance Advisors, LLC78 / 80$2.8B

Ranked by how many of Ascentis Independent Advisors's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

355 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ TR
UIT EXCHANGE TRADED
$3.8M5.2K
10.3%
−75%
Reduced · −16K sh
2Ishares Core S&P 500
UIT EXCHANGE TRADED
$3.7M5.0K
10.1%
−78%
Reduced · −18K sh
3Ishares 20 Year
UIT EXCHANGE TRADED
$1.9M84.3K
5.1%
−66%
Reduced · −161K sh
4Ishares 0-3 Month
UIT EXCHANGE TRADED
$1.7M16.6K
4.5%
−81%
Reduced · −70K sh
5Janus Henderson Aaa Clo
UIT EXCHANGE TRADED
$1.2M24.6K
3.3%
−73%
Reduced · −66K sh
6Ishares Russell Mid-Cap
UIT EXCHANGE TRADED
$1.2M7.9K
3.1%
−73%
Reduced · −22K sh
7Vanguard Short-Term
UIT EXCHANGE TRADED
$1.1M19.3K
3.0%
−85%
Reduced · −112K sh
8Vanguard Small-Cap
UIT EXCHANGE TRADED
$1.1M2.9K
2.9%
−69%
Reduced · −7K sh
9Vanguard Ftse All-World
UIT EXCHANGE TRADED
$1.0M12.2K
2.8%
−73%
Reduced · −33K sh
10Invesco Senior Loan ETF
UIT EXCHANGE TRADED
$963K47.3K
2.6%
−64%
Reduced · −83K sh
11Ishares Gold Trust
UIT EXCHANGE TRADED
$933K12.4K
2.5%
−71%
Reduced · −30K sh
12Ishares Floating Rate
UIT EXCHANGE TRADED
$872K17.1K
2.3%
−75%
Reduced · −52K sh
13Vanguard
UIT EXCHANGE TRADED
$844K11.0K
2.3%
−60%
Reduced · −16K sh
14Ishares Broad Usd High
UIT EXCHANGE TRADED
$823K22.2K
2.2%
−76%
Reduced · −69K sh
15State Street Blackstone
UIT EXCHANGE TRADED
$760K18.9K
2.0%
−74%
Reduced · −53K sh
16Schwab U.S. Dividend
UIT EXCHANGE TRADED
$713K22.5K
1.9%
−95%
Reduced · −425K sh
17Vanguard Long-Term
UIT EXCHANGE TRADED
$694K9.2K
1.9%
−64%
Reduced · −17K sh
18Broadcom Inc
COMMON STOCK
$540K1.4K
1.5%
−97%
Reduced · −55K sh
19Invesco S&P 500 Equal
UIT EXCHANGE TRADED
$521K2.4K
1.4%
−90%
Reduced · −22K sh
20Invesco S&P 500 High
UIT EXCHANGE TRADED
$488K9.6K
1.3%
−68%
Reduced · −20K sh
21Ishares J.P. Morgan Usd
UIT EXCHANGE TRADED
$485K5.0K
1.3%
−82%
Reduced · −23K sh
22Altria Group Inc
COMMON STOCK
$329K4.6K
0.9%
−94%
Reduced · −75K sh
23Microsoft Corp
COMMON STOCK
$297K797
0.8%
−99%
Reduced · −77K sh
24Nvidia Corp
COMMON STOCK
$243K1.2K
0.7%
−100%
Reduced · −412K sh
25JPMorgan Chase & Co
COMMON STOCK
$238K727
0.6%
−98%
Reduced · −47K sh
26Vanguard Ftse Europe
UIT EXCHANGE TRADED
$233K2.6K
0.6%
−73%
Reduced · −7K sh
27Abbvie Inc
COMMON STOCK
$196K778
0.5%
−98%
Reduced · −36K sh
28Apple Inc
COMMON STOCK
$186K643
0.5%
−100%
Reduced · −247K sh
29Ishares Core S&P Mid-Cap
UIT EXCHANGE TRADED
$175K2.3K
0.5%
−89%
Reduced · −19K sh
30Dte Energy Co
COMMON STOCK
$170K1.1K
0.5%
−60%
Reduced · −2K sh
31Crowdstrike Hldgs Inc
COMMON STOCK
$163K214
0.4%
−95%
Reduced · −4K sh
32Ishares Msci USA Quality
UIT EXCHANGE TRADED
$159K726
0.4%
−97%
Reduced · −23K sh
33Uwm Hldgs Corp
COMMON STOCK
$150K65.7K
0.4%
−9.8%
Reduced · −7K sh
34Vaneck Semiconductor
UIT EXCHANGE TRADED
$145K221
0.4%
−97%
Reduced · −7K sh
35Ishares MBS ETF
UIT EXCHANGE TRADED
$140K1.5K
0.4%
−95%
Reduced · −27K sh
36Alphabet Inc
COMMON STOCK
$139K387
0.4%
−99%
Reduced · −74K sh
37JPMorgan Equity Premium
UIT EXCHANGE TRADED
$136K2.4K
0.4%
−95%
Reduced · −44K sh
38Marathon Pete Corp
COMMON STOCK
$133K522
0.4%
−87%
Reduced · −4K sh
39Ishares Msci Emerging
UIT EXCHANGE TRADED
$132K1.9K
0.4%
−82%
Reduced · −9K sh
40Ibm Corp
COMMON STOCK
$130K462
0.3%
−98%
Reduced · −27K sh
41Cardinal Health Inc
COMMON STOCK
$126K529
0.3%
−90%
Reduced · −5K sh
42Verizon Communications I
COMMON STOCK
$123K2.9K
0.3%
−97%
Reduced · −88K sh
43JPMorgan Nasdaq Equity
UIT EXCHANGE TRADED
$121K2.0K
0.3%
−16%
Reduced · −369 sh
44First Trust Managed
UIT EXCHANGE TRADED
$120K2.4K
0.3%
Held
45Ishares Global Energy
UIT EXCHANGE TRADED
$118K2.4K
0.3%
+0.7%
Added · +16 sh
46Vanguard Real Estate
UIT EXCHANGE TRADED
$114K1.2K
0.3%
−92%
Reduced · −13K sh
47First Trust Alternative
UIT EXCHANGE TRADED
$112K3.6K
0.3%
Held
48American Express Co
COMMON STOCK
$112K332
0.3%
−97%
Reduced · −11K sh
49RTX Corp
COMMON STOCK
$110K579
0.3%
−98%
Reduced · −38K sh
50Vodafone Group PLC New F
AMERICAN DEPOSITORY
$107K8.1K
0.3%
−22%
Reduced · −2K sh
Showing 50 of 355 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 20261,917$37.1M13F-HR/A
Q1 2026Mar 31, 2026Apr 28, 20265,735$1.3B13F-HR
Q4 2025Dec 31, 2025Jan 29, 2026497$619.8M13F-HR
Q3 2025Sep 30, 2025Oct 21, 2025450$593.0M13F-HR
Q2 2025Jun 30, 2025Jul 14, 2025434$540.1M13F-HR
Q1 2025Mar 31, 2025Apr 23, 2025430$505.2M13F-HR
Q4 2024Dec 31, 2024Jan 24, 2025432$523.4M13F-HR
Amended / restated
  • Q2 2026 · filed Jul 30, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.