Ascent Advisors, LLC
•CIK: 2109853•Filing: Q4 2025
**Ascent Advisors, LLC** is a nascent investment manager currently managing $1M AUM with a focused, two-position portfolio. The strategy exhibits a clear tilt toward fixed income and broad market exposure, evidenced by significant allocations to SCHF ($0.3M) and AGG ($0.2M). This concentrated structure suggests a tactical approach prioritizing core asset class stability.
Total AUM
$519.3K
QoQ Performance
N/A
Positions
2
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHF
AGG
SCHF55.1%
AGG44.9%
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%