Long-term investor
Ascent Advisors, LLC @ascentadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002109853).
Record
- Tracked since 2025-12-31 (257 days), 98 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +0.4%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- STXF · 10.0% · long · since 2026-06-30
- IEF · 9.6% · long · since 2026-03-31
- QQQM · 7.8% · long · since 2026-03-31
- MIG · 5.0% · long · since 2026-03-31
- SHY · 4.9% · long · since 2026-03-31
- TLT · 3.9% · long · since 2026-03-31
- SMH · 3.6% · long · since 2026-03-31
- VXUS · 3.3% · long · since 2026-06-30
- OUNZ · 3.2% · long · since 2026-06-30
- VOO · 2.9% · long · since 2026-03-31
- CLOI · 2.9% · long · since 2026-06-30
- 46090E103 · 2.8% · long · since 2026-03-31