account_balance

Investment manager · 13F filer · SEC CIK 1689227

Ascension Capital Advisors, Inc.

Reported value$349Mas of Sep 30, 2026
Positions83 8 new, 22 sold out
Top 10 weight78.8%SCHX alone is 14%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHX Schwab Strategic Tr 13.8% Added +3%
RDVY First Tr Exchange Traded Fd 12.6% Held
FDV Federated Hermes ETF Trust 11.7% Held
INFO Harbor ETF Trust 11.1% New
AVUQ American Centy ETF Tr 8.4% New
SCHA Schwab Strategic Tr 6.6% Held
SCHF Schwab Strategic Tr 5.9% Held
CRDT Simplify Exchange Traded Fun 3.8% Held
REZ iShares Tr 3.1% Held
JPST J P Morgan Exchange Traded F 1.8% Held
CSRE Cohen & Steers ETF Trust 1.7% Added +3%
BTC Grayscale Bitcoin Mini Trust ETF 1.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Jul 28, 2026 filing
add_circleNew
  • INFO $38.6M
  • AVUQ $29.2M
  • WCMI $2.07M
  • SAMT $599K
arrow_upwardAdded
  • SCHG +229%
  • VOO +12%
  • CSRE +3%
  • SCHX +3%
arrow_downwardTrimmed
  • AKRE −95%
  • ARKK −87%
  • GSLC −47%
  • VXUS −26%
remove_circleSold out
  • XOM $5.24M
  • OSEA $1.76M
  • BIL $1.64M
  • IVV $716K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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