Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ascension Capital Advisors, Inc. (CIK 1689227) reported $317.8M across 82 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($40.2M, 12.67%), FDV ($40.2M, 12.66%), RDVY ($40.0M, 12.58%), MZLSX ($36.2M, 11.39%), ARKK ($25.9M, 8.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $40.2M | 12.67% | 1.6M | Added |
| 2 | FDV | FEDERATED HERMES ETF TRUST | $40.2M | 12.66% | 1.3M | Trimmed |
| 3 | RDVY | FIRST TR EXCHANGE TRADED FD | $40.0M | 12.58% | 585,365 | Added |
| 4 | MZLSX | PROFESIONALLY MANAGED PORTFO | $36.2M | 11.39% | 684,610 | Added |
| 5 | ARKK | ARK ETF TR | $25.9M | 8.15% | 382,968 | Added |
| 6 | SCHA | SCHWAB STRATEGIC TR | $20.7M | 6.50% | 710,716 | Added |
| 7 | SCHF | SCHWAB STRATEGIC TR | $17.8M | 5.59% | 717,988 | Added |
| 8 | CRDT | SIMPLIFY EXCHANGE TRADED FUN | $14.4M | 4.53% | 639,001 | Added |
| 9 | REZ | ISHARES TR | $10.0M | 3.13% | 119,648 | Added |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | $8.6M | 2.69% | 168,970 | Trimmed |
| 11 | XOM | EXXON MOBIL CORP | $6.7M | 2.12% | 39,761 | Added |
| 12 | CSRE | COHEN & STEERS ETF TRUST | $5.1M | 1.60% | 193,523 | Added |
| 13 | BTC | GRAYSCALE BITCOIN MINI TR ET | $4.1M | 1.29% | 137,147 | New |
| 14 | MSFT | MICROSOFT CORP | $3.5M | 1.11% | 9,549 | Added |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $3.0M | 0.94% | 4,582 | Added |
| 16 | GSLC | GOLDMAN SACHS ETF TR | $2.8M | 0.87% | 22,144 | Added |
| 17 | AAPL | APPLE INC | $2.7M | 0.85% | 10,694 | Added |
| 18 | BUFD | FIRST TR EXCHNG TRADED FD VI | $1.9M | 0.59% | 67,248 | Added |
| 19 | QQQ | INVESCO QQQ TR | $1.8M | 0.56% | 3,094 | Added |
| 20 | RSEE | COLLABORATIVE INVESTMNT SER | $1.6M | 0.50% | 48,795 | Added |
| 21 | OSEA | HARBOR ETF TRUST | $1.6M | 0.49% | 54,151 | Added |
| 22 | KHPI | MANAGED PORTFOLIO SERIES | $1.4M | 0.43% | 56,346 | Added |
| 23 | PSFF | PACER FDS TR | $1.3M | 0.42% | 41,859 | Added |
| 24 | JEPI | J P MORGAN EXCHANGE TRADED F | $1.3M | 0.42% | 23,568 | Trimmed |
| 25 | GPIX | GOLDMAN SACHS ETF TR | $1.3M | 0.40% | 25,401 | Added |
Source: SEC Form 13F filings · as of 2026-03-31