ASCENTIS WEALTH MANAGEMENT, LLC

PrivateCIK: 2032602
Location

DALLAS, TX

821
Positions
$508.07M
Total AUM (reported)
33.88M
Total Shares

Allocation by class

TOTAL AUM$508.07M821 positions
EQUITY$261.78M51.5%
COMMON STOCK$157.06M30.9%
UIT EXCHANGE TRADED$55.40M10.9%
LIMITED PARTNERSHP$10.34M2.0%
CLOSED END MUTL FUND$9.81M1.9%
AMERICAN DEPOSITORY$4.61M0.9%
FOREIGN ORDINARIES$3.81M0.7%

Portfolio Concentration

Top 340.5%4–1012.4%11–2511.9%Rest35.3%TOP 1052.9%0%100%
Top 3$205.53M40.5%
4–10$63.05M12.4%
11–25$60.36M11.9%
Rest$179.14M35.3%

Top 3 weight

40.5%

Top 10 weight

52.9%

Voting Authority Distribution

Total shares with voting rights: 33.88M

Sole

Full voting authority

33.88M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole821
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings821
Rows:

CORE SCIENTIFIC INC NEW COM

SOLE
Equity
Shares7.28M
TypeSH
Market value$108.88M
21.43%
Sole
7.28M
Shared
0.00
None
0.00

VOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036

SOLE
Equity
Shares11.68M
TypeSH
Market value$61.19M
12.04%
Sole
11.68M
Shared
0.00
None
0.00

CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1

SOLE
Equity
Shares4.06M
TypeSH
Market value$35.46M
6.98%
Sole
4.06M
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL CL A

SOLE
Equity
Shares22.00
TypeSH
Market value$15.80M
3.11%
Sole
22.00
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COMMON STOCK
Shares52.85K
TypeSH
Market value$8.97M
1.76%
Sole
52.85K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL CL B NEW

SOLE
Equity
Shares18.50K
TypeSH
Market value$8.87M
1.75%
Sole
18.50K
Shared
0.00
None
0.00

NVIDIA CORP

SOLE
COMMON STOCK
Shares45.86K
TypeSH
Market value$8.00M
1.57%
Sole
45.86K
Shared
0.00
None
0.00

JPMORGAN ULTRA-SHORT INCOME ETF

SOLE
UIT EXCHANGE TRADED
Shares153.01K
TypeSH
Market value$7.74M
1.52%
Sole
153.01K
Shared
0.00
None
0.00

APPLE INC

SOLE
COMMON STOCK
Shares28.24K
TypeSH
Market value$7.17M
1.41%
Sole
28.24K
Shared
0.00
None
0.00

ENERGY TRANSFER L P LP

SOLE
LIMITED PARTNERSHP
Shares336.99K
TypeSH
Market value$6.50M
1.28%
Sole
336.99K
Shared
0.00
None
0.00

ARMOUR RESIDENTIAL REIT INC COM PAR $0 001

SOLE
Equity
Shares355K
TypeSH
Market value$5.92M
1.17%
Sole
355K
Shared
0.00
None
0.00

AMAZON.COM INC

SOLE
COMMON STOCK
Shares25.52K
TypeSH
Market value$5.31M
1.05%
Sole
25.52K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COMMON STOCK
Shares24.38K
TypeSH
Market value$5.30M
1.04%
Sole
24.38K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY CLASS B

SOLE
COMMON STOCK
Shares9.99K
TypeSH
Market value$4.79M
0.94%
Sole
9.99K
Shared
0.00
None
0.00

ALPHABET INC CLASS CLASS C

SOLE
COMMON STOCK
Shares14.56K
TypeSH
Market value$4.18M
0.82%
Sole
14.56K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COMMON STOCK
Shares14.18K
TypeSH
Market value$4.17M
0.82%
Sole
14.18K
Shared
0.00
None
0.00

PALANTIR TECHNOLOGIES INCLASS CLASS A

SOLE
COMMON STOCK
Shares27.75K
TypeSH
Market value$4.06M
0.80%
Sole
27.75K
Shared
0.00
None
0.00

CAMBRIA FIXED INCOME TREND ETF

SOLE
UIT EXCHANGE TRADED
Shares159.01K
TypeSH
Market value$3.94M
0.78%
Sole
159.01K
Shared
0.00
None
0.00

ISHARES 0-3 MONTH TREASURY BOND ETF

SOLE
UIT EXCHANGE TRADED
Shares39.12K
TypeSH
Market value$3.94M
0.77%
Sole
39.12K
Shared
0.00
None
0.00

ABBOTT LABS

SOLE
COMMON STOCK
Shares38.13K
TypeSH
Market value$3.91M
0.77%
Sole
38.13K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COMMON STOCK
Shares9.92K
TypeSH
Market value$3.67M
0.72%
Sole
9.92K
Shared
0.00
None
0.00

ALPHABET INC CLASS CLASS A

SOLE
COMMON STOCK
Shares10.25K
TypeSH
Market value$2.95M
0.58%
Sole
10.25K
Shared
0.00
None
0.00

IBM CORP

SOLE
COMMON STOCK
Shares11.35K
TypeSH
Market value$2.75M
0.54%
Sole
11.35K
Shared
0.00
None
0.00

NVIDIA CORP COM

SOLE
Equity
Shares15.64K
TypeSH
Market value$2.73M
0.54%
Sole
15.64K
Shared
0.00
None
0.00

ENTERPRISE PRODS PART LP

SOLE
LIMITED PARTNERSHP
Shares72.06K
TypeSH
Market value$2.73M
0.54%
Sole
72.06K
Shared
0.00
None
0.00
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