StockDriftsStockDriftsTop 50 Ascentis Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CORZ | CORE SCIENTIFIC INC NEW COM | 21.44% | 7.28M | $108.9M | +0.00%(+0) | $10.58(+126.84%) | 2026-03-31 | |
| VOXR | VOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036 | 12.04% | 11.68M | $61.2M | new | $4.99(+25.85%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL CL A | 3.11% | 22 | $15.8M | +0.00%(+0) | $686050.00(+6.04%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 2.69% | 28.5K | $13.7M | +3.60%(+991) | $437.80(+10.90%) | 2026-03-31 | |
| NVDA | NVIDIA CORP COM | 2.11% | 61.5K | $10.7M | +23.91%(+11.87K) | $137.86(+63.81%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP COM | 1.94% | 58.1K | $9.9M | +3.90%(+2.18K) | $115.96(+30.71%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 1.58% | 31.7K | $8.0M | -2.49%(-809) | $222.32(+34.43%) | 2026-03-31 | |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 1.52% | 153.0K | $7.7M | +37.17%(+41.46K) | $50.55(-0.06%) | 2026-03-31 | |
| ET | ENERGY TRANSFER L P COM UNIT LTD PARTNERSHIP | 1.51% | 398.2K | $7.7M | +0.52%(+2.08K) | $16.55(+21.46%) | 2026-03-31 | |
| CFIT | CAMBRIA ETF TR CAMBRIA FIXED INCOME TREND ETF | 1.18% | 240.8K | $6.0M | +21.25%(+42.19K) | $24.99(+4.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.62% | +42.85% |
| Top 20 Holdings Unweighted | +12.87% | +43.78% |
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