account_balance
Investment manager · 13F filer · SEC CIK 1913231
Ascent Group, LLC
Reported value$3.34Bas of Sep 30, 2026
Positions808 61 new, 61 sold out
Top 10 weight26.9%SPYM alone is 7%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
6.8%
IVWiShares Tr
3.1%
AAPLApple Inc.
2.9%
NVDANVIDIA Corp
2.7%Trimmed −2%
IVEiShares Tr
2.4%
DYNFBlackRock ETF Trust
2.3%
MSFTMicrosoft Corp
2.1%Added +4%
GOOGLAlphabet Inc.
1.6%
COROBlackRock ETF Trust
1.5%Added +2%
AMZNAmazon.com Inc
1.4%+15%
AGGiShares Tr
1.3%+4%
BLCRBlackRock ETF Trust
1.3%+87%
SPYMSPDR Series Trust
6.8%
IVWiShares Tr
3.1%
AAPLApple Inc.
2.9%
NVDANVIDIA Corp
2.7%Trimmed −2%
IVEiShares Tr
2.4%
DYNFBlackRock ETF Trust
2.3%
MSFTMicrosoft Corp
2.1%
GOOGLAlphabet Inc.
1.6%
COROBlackRock ETF Trust
1.5%
AGG1.3%
BLCR1.3%
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
SPYM SPDR Series Trust 6.8% Held
IVW iShares Tr 3.1% Held
AAPL Apple Inc. 2.9% HeldNVDA NVIDIA Corp 2.7% Trimmed −2%IVE iShares Tr 2.4% Held
DYNF BlackRock ETF Trust 2.3% Held
MSFT Microsoft Corp 2.1% Added +4%GOOGL Alphabet Inc. 1.6% HeldCORO BlackRock ETF Trust 1.5% Added +2%
AMZN Amazon.com Inc 1.4% Added +15%AGG iShares Tr 1.3% Added +4%
BLCR BlackRock ETF Trust 1.3% Added +87%
What changed
Biggest moves since Jun 30, 2026
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