13F Insight
DOSSIER · 13F-HR · Q1 2026

Ascension Capital Advisors, Inc.

$318M in tracked AUM across 82 positions as of Q1 2026.

AC
CIK 0001689227 · last filed Mar 31, 2026
Total AUM
$318M
as of Q1 2026
Holdings
82
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Ascension Capital Advisors, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHX
SCHWAB STRATEGIC TR
$40M1.6M12.7%02
FDV
FEDERATED HERMES ETF TRUST
$40M1.3M12.7%03
RDVY
FIRST TR EXCHANGE TRADED FD
$40M585K12.6%04
AKRE
PROFESIONALLY MANAGED PORTFO
$36M685K11.4%05
ARKK
ARK ETF TR
$26M383K8.1%06
SCHA
SCHWAB STRATEGIC TR
$21M711K6.5%07
SCHF
SCHWAB STRATEGIC TR
$18M718K5.6%08
CRDT
SIMPLIFY EXCHANGE TRADED FUN
$14M639K4.5%09
REZ
ISHARES TR
$10M120K3.1%10
JPST
J P MORGAN EXCHANGE TRADED F
$9M169K2.7%

Filing history

2026Q1Mar 31
$318M▲ 9.0%
82 positionsView →2025Q4Dec 31
$291M▲ 13.4%
45 positionsView →2025Q3Sep 30
$257M▲ 7.3%
39 positionsView →2025Q2Jun 30
$239M▲ 9.4%
39 positionsLocked2025Q1Mar 31
$219M▼ 4.6%
36 positionsLocked2024Q4Dec 31
$229M▲ 7.1%
38 positionsLocked2024Q3Sep 30
$214M▲ 13.9%
37 positionsLocked2024Q2Jun 30
$188M▲ 4.7%
31 positionsLocked2024Q1Mar 31
$180M▲ 16.1%
30 positionsLocked2023Q4Dec 31
$155M▼ 10.8%
28 positionsLocked2023Q3Sep 30
$174M▲ 11.3%
42 positionsLocked2023Q2Jun 30
$156M▲ 20.5%
37 positionsLocked
Showing 12 of 26