Ascentis Wealth Management, LLC

Q3 2026 13F Holdings

Location
Dallas, TX
Holdings as of
9/30/2026
Value ($000)
$606,527
Num holdings
2,762
Date filed
11/3/2026
Form type
13F-HR
Prev filing
7/30/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type