Ascentis Wealth Management, LLC
All 13F Filings
Location
Dallas, TX
CIK
0002032602
All SEC filings
View on sec.gov
Filing ID
Report Period
Holdings
Value ($000)
Form Type
Date Filed
Name
000203260226000003
Q1 2026
821
508,072,177
13F-HR
4/28/2026
Ascentis Wealth Management, LLC