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CIK 0002109853 • 3 13F filings • Feb 12, 2026 – Aug 14, 2026
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=jivedata("ascent-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ISHARES TR | CORE US AGGBD ET | $233K | 44.9% | 2,333 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $286K | 55.1% | 11,910 SH | New |
| 13F-HR |
| 0002085853-26-000534 |
| $54.4M |
| View |