Back to Ascension Capital Advisors, Inc.

Ascension Capital Advisors, Inc.

Q2 2026 13F filing

Updated 44 days ago

97 disclosed positions worth $356.1M

Portfolio value
$356.1M
Total holdings
97
New positions
18
Closed positions
3
Increased
28
Decreased
32
Turnover
21.6%
Filed
2026-07-28

Full holdings

Every line item disclosed in Q2 2026

S

SCHWAB STRATEGIC TR

-0.5%
Value
$46M
Shares
1.56M
% Port
12.91%
F
2.FPF

FIRST TR EXCHANGE TRADED FD

-3.4%
Value
$45.8M
Shares
565.3K
% Port
12.87%
?
3.N/A

FEDERATED HERMES ETF TRUST

-0.8%
Value
$40.7M
Shares
1.30M
% Port
11.42%
?
4.N/A

PROFESIONALLY MANAGED PORTFO

-0.3%
Value
$36.3M
Shares
682.8K
% Port
10.20%
A
5.ASH

ARK ETF TR

-1.5%
Value
$30.5M
Shares
377.2K
% Port
8.56%
S

SCHWAB STRATEGIC TR

-1.0%
Value
$25.4M
Shares
703.7K
% Port
7.14%
S

SCHWAB STRATEGIC TR

+3.1%
Value
$20.5M
Shares
740.6K
% Port
5.76%
?
8.N/A

SIMPLIFY EXCHANGE TRADED FUN

+0.3%
Value
$15.1M
Shares
641.0K
% Port
4.23%
E

ISHARES TR

+0.5%
Value
$11.4M
Shares
120.3K
% Port
3.20%
J

J P MORGAN EXCHANGE TRADED F

-24.8%
Value
$6.4M
Shares
127.0K
% Port
1.80%
U
11.UTF

COHEN & STEERS ETF TRUST

+8.1%
Value
$5.9M
Shares
209.3K
% Port
1.67%
X
12.XOM

EXXON MOBIL CORP

-3.6%
Value
$5.2M
Shares
38.3K
% Port
1.47%
B
13.BTC

GRAYSCALE BITCOIN MINI TR ET

+5.5%
Value
$3.8M
Shares
144.7K
% Port
1.05%
M
14.MSFT

MICROSOFT CORP

-0.4%
Value
$3.5M
Shares
9.5K
% Port
1.00%
S
15.SPY

STATE STR SPDR S&P 500 ETF T

-3.5%
Value
$3.3M
Shares
4.4K
% Port
0.93%
G

GOLDMAN SACHS ETF TR

-0.1%
Value
$3.1M
Shares
22.1K
% Port
0.88%
?
17.N/A

AMERICAN CENTY ETF TR

Value
$3.1M
Shares
32.0K
% Port
0.87%
A
18.AAPL

APPLE INC

-0.7%
Value
$3.1M
Shares
10.6K
% Port
0.86%
Q
19.QQQ

INVESCO QQQ TR

+5.2%
Value
$2.4M
Shares
3.3K
% Port
0.67%
F
20.FPF

FIRST TR EXCHNG TRADED FD VI

+2.1%
Value
$2M
Shares
68.7K
% Port
0.57%
?
21.N/A

COLLABORATIVE INVESTMNT SER

+1.2%
Value
$2M
Shares
49.4K
% Port
0.55%
?
22.N/A

HARBOR ETF TRUST

+6.4%
Value
$1.8M
Shares
57.6K
% Port
0.49%
S

SPDR SERIES TRUST

Value
$1.6M
Shares
17.9K
% Port
0.46%
?
24.N/A

MANAGED PORTFOLIO SER

+2.3%
Value
$1.5M
Shares
57.6K
% Port
0.42%
?
25.N/A

PACER FDS TR

+2.0%
Value
$1.5M
Shares
42.7K
% Port
0.41%
G

GOLDMAN SACHS ETF TR

+1.3%
Value
$1.4M
Shares
25.7K
% Port
0.40%
J

J P MORGAN EXCHANGE TRADED F

+0.4%
Value
$1.3M
Shares
23.7K
% Port
0.38%
V
28.VGES

VANGUARD STAR FDS

+33.6%
Value
$1.3M
Shares
15.2K
% Port
0.36%
E
29.ETHA

ISHARES TR

Unchanged
Value
$1.3M
Shares
16.8K
% Port
0.36%
J
30.JNJ

JOHNSON & JOHNSON

+2.1%
Value
$1.2M
Shares
4.6K
% Port
0.33%
A
31.ABBV

ABBVIE INC

+4.0%
Value
$1.1M
Shares
4.5K
% Port
0.32%
J

JPMORGAN CHASE & CO

+3.8%
Value
$1.1M
Shares
3.4K
% Port
0.32%
V
33.VGES

VANGUARD INDEX FDS

-0.3%
Value
$954K
Shares
1.4K
% Port
0.27%
S

SPDR SERIES TRUST

Value
$939K
Shares
10.7K
% Port
0.26%
E
35.ETHA

ISHARES TR

-17.8%
Value
$901K
Shares
13.2K
% Port
0.25%
H
36.HODL

VANECK ETF TRUST

-0.7%
Value
$863K
Shares
8.3K
% Port
0.24%
E
37.ETHA

ISHARES TR

Value
$716K
Shares
956
% Port
0.20%
?
38.N/A

J P MORGAN EXCHANGE TRADED F

-14.4%
Value
$711K
Shares
5.3K
% Port
0.20%
C
39.CVX

CHEVRON CORPORATION

+4.1%
Value
$701K
Shares
4.2K
% Port
0.20%
M
40.MMM

3M CO

Unchanged
Value
$650K
Shares
4.0K
% Port
0.18%
F
41.FIS

FIDELITY MERRIMACK STR TR

Value
$631K
Shares
13.9K
% Port
0.18%
E
42.ETHA

ISHARES TR

Value
$621K
Shares
6.6K
% Port
0.17%
S

SCHWAB STRATEGIC TR

+28.2%
Value
$586K
Shares
17.3K
% Port
0.16%
M
44.MA

MASTERCARD INCORPORATED

-5.6%
Value
$563K
Shares
1.1K
% Port
0.16%
A
45.AVGO

BROADCOM INC

Unchanged
Value
$558K
Shares
1.5K
% Port
0.16%
W
46.WMT

WALMART INC

+4.7%
Value
$530K
Shares
4.7K
% Port
0.15%
E
47.EZBC

FRANKLIN TEMPLETON ETF TR

Value
$521K
Shares
13.1K
% Port
0.15%
?
48.N/A

HARBOR ETF TRUST

Value
$509K
Shares
17.4K
% Port
0.14%
P
49.PG

PROCTER & GAMBLE CO

+2.8%
Value
$494K
Shares
3.4K
% Port
0.14%
I
50.IBM

INTERNATIONAL BUSINESS MACHS

Unchanged
Value
$486K
Shares
1.7K
% Port
0.14%