Ascentis Wealth Management, LLC

Q2 2026 13F Holdings

Location
Dallas, TX
Holdings as of
6/30/2026
Value ($000)
$646,296
Num holdings
857
Date filed
7/28/2026
Form type
13F-HR/A - RESTATEMENT
Prev filing
4/28/2026
Next filing
SEC
View on sec.gov
This filing has been restated, see here for the amended filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type