Top 50 Ascension Capital Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 12.67% | 1.57M | $40.2M | +27.31%(+336.69K) | $17.95(+63.83%) | 2026-03-31 | |
| FDV | FEDERATED HERMES ETF TRUST | 12.66% | 1.31M | $40.2M | -0.74%(-9.76K) | $25.53(+21.08%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 12.58% | 585.4K | $40.0M | +0.67%(+3.89K) | $47.82(+55.49%) | 2026-03-31 | |
| AKRE | PROFESIONALLY MANAGED PORTFO | 11.39% | 684.6K | $36.2M | +11.96%(+73.12K) | $64.83(-18.33%) | 2026-03-31 | |
| ARKK | ARK ETF TR | 8.15% | 383.0K | $25.9M | +2.68%(+9.98K) | $52.97(+47.24%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 6.5% | 710.7K | $20.7M | +1.47%(+10.29K) | $21.29(+55.69%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 5.59% | 718.0K | $17.8M | +4.63%(+31.77K) | $20.27(+34.57%) | 2026-03-31 | |
| CRDT | SIMPLIFY EXCHANGE TRADED FUN | 4.53% | 639.0K | $14.4M | +0.49%(+3.09K) | $24.63(-5.49%) | 2026-03-31 | |
| REZ | ISHARES TR | 3.13% | 119.6K | $10.0M | +13.96%(+14.66K) | $76.33(+19.51%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.69% | 169.0K | $8.6M | -1.40%(-2.40K) | $50.42(+0.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.01% | +48.19% |
| Top 20 Holdings Unweighted | +15.36% | +53.53% |
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