StockDriftsStockDriftsTop 40 Ascent Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEF | ISHARES TR | 12.73% | 72.6K | $6.9M | new | $95.80(-1.54%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 11.59% | 26.6K | $6.3M | new | $245.27(+19.93%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 10.36% | 59.8K | $5.6M | new | $53.90(+11.20%) | 2026-03-31 | |
| MIG | VANECK ETF TRUST | 6.82% | 173.9K | $3.7M | new | $21.47(-0.87%) | 2026-03-31 | |
| SHY | ISHARES TR | 5.35% | 35.3K | $2.9M | new | $82.69(-0.61%) | 2026-03-31 | |
| TLT | ISHARES TR | 5.3% | 33.3K | $2.9M | new | $86.93(-2.44%) | 2026-03-31 | |
| BBH | VANECK ETF TRUST | 4.92% | 59.5K | $2.7M | new | $188.64(-0.66%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 4.28% | 30.2K | $2.3M | new | $74.33(+11.61%) | 2026-03-31 | |
| ISRA | VANECK ETF TRUST | 3.83% | 81.9K | $2.1M | new | $59.63(+14.54%) | 2026-03-31 | |
| SMH | VANECK ETF TRUST | 3.25% | 4.6K | $1.8M | new | $371.76(+53.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.53% | +17.52% |
| Top 20 Holdings Unweighted | +4.77% | +15.00% |
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