SEC Form 13F

Ascentis Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-31
Reported value$667,338,907
Positions898

Largest disclosed positions

IssuerTickerClassReported valueReported amount
CORZCORZCOMMON STOCK$186,238,3397,277,778
CORZWCORZWCOMMON STOCK$76,268,3854,056,829
VOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036VOXRCOMMON STOCK$52,373,71911,072,668
BRK ABRK.ACOMMON STOCK$16,474,70022
IVRIVRCOMMON STOCK$10,233,1071,295,330
FRMIFRMICOMMON STOCK$9,922,7441,083,269
NVIDIA CORPNVDACOMMON STOCK$9,276,04246,355
APPLE INCAAPLCOMMON STOCK$8,784,90730,347
BRK BBRK.BCOMMON STOCK$8,376,52816,740
ARRARRCOMMON STOCK$6,892,750395,000

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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