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Golden State Equity Partners

Latest statistics and disclosures from Ascentis Independent Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AAPL, MSFT, AMZN, GOOGL, and represent 16.00% of Ascentis Independent Advisors's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$36M), NVDA (+$36M), MSFT (+$13M), SCHD (+$12M), AMZN (+$12M), IUSB (+$11M), USFR (+$11M), GILD (+$10M), AGG (+$9.7M), IVV (+$8.8M).
Started 1592 new stock positions in PYPL, Z, COMS, SNAP, SSRM, CWB, NWN, Cim Real Estate Finance Trust, AGZ, ITOT.
Reduced shares in these 10 stocks: AstraZeneca, ORLY, XLI, PGR, IHDG, CARR, IAG, AIG, RCL, SPGI.
Sold out of its positions in AstraZeneca, Expedia Group, FHB, GPI, RRX, RACE.
Ascentis Independent Advisors was a net buyer of stock by $718M.
Ascentis Independent Advisors has $1.3B in assets under management (AUM), dropping by 112.03%.
Central Index Key (CIK): 0001845003

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Positions held by Golden State Equity Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Ascentis Independent Advisors

Ascentis Independent Advisors holds 2078 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Ascentis Independent Advisors has 2078 total positions. Only the first 250 positions are shown.

Sign up to view all of the Ascentis Independent Advisors March 31, 2026 positions
Download the Ascentis Independent Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corp Common Stock (NVDA)	5.5	$72M	+97%	413k	174.40	View chart
Apple Common Stock (AAPL)	4.8	$63M	+133%	248k	253.79	View chart
Microsoft Corp Common Stock (MSFT)	2.2	$29M	+80%	78k	370.17	View chart
Amazon.com Common Stock (AMZN)	1.9	$25M	+90%	120k	208.27	View chart
Alphabet Inc Class Class A Common Stock (GOOGL)	1.6	$21M	+38%	75k	287.56	View chart
Ishares Core U.s. Aggregate Bond Etf Uit Exchange Traded (AGG)	1.5	$19M	+101%	193k	99.27	View chart
Broadcom Common Stock (AVGO)	1.3	$17M	+54%	56k	309.51	View chart
Ishares Core S&p 500 Etf Uit Exchange Traded (IVV)	1.1	$15M	+138%	23k	653.20	View chart
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)	1.1	$15M	+86%	25k	602.00	View chart
Jpmorgan Chase & Co Common Stock (JPM)	1.1	$14M	+49%	48k	294.16	View chart
Schwab U.s. Dividend Equity Etf Uit Exchange Traded (SCHD)	1.0	$14M	+723%	448k	30.68	View chart
Ishares Core Universal Usd Bond Etf Uit Exchange Traded (IUSB)	1.0	$13M	+473%	285k	46.19	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	1.0	$13M	+91%	27k	479.20	View chart
Invesco Qqq Tr Uit Exchange Traded (QQQ)	0.9	$12M	+81%	21k	577.00	View chart
Wisdomtree Floating Ratetreasury Fund Uit Exchange Traded (USFR)	0.8	$11M	+4139%	215k	50.34	View chart
Tesla Common Stock (TSLA)	0.8	$11M	+99%	28k	371.75	View chart
Exxon Mobil Corp Common Stock (XOM)	0.8	$10M	+87%	60k	169.68	View chart
Gilead Sciences Common Stock (GILD)	0.8	$10M	NEW	70k	143.13	View chart
Costco Whsl Corp Common Stock (COST)	0.7	$9.3M	+152%	9.3k	996.43	View chart
Meta Platforms Inc Class Class A Common Stock (META)	0.7	$9.1M	+57%	16k	572.08	View chart
Johnson & Johnson Common Stock (JNJ)	0.7	$8.8M	+57%	36k	244.44	View chart
Ishares 0-3 Month Treasury Bond Etf Uit Exchange Traded (SGOV)	0.7	$8.7M	+162%	87k	100.66	View chart
Walmart Common Stock (WMT)	0.6	$8.5M	+40%	68k	124.28	View chart
Chevron Corp Common Stock (CVX)	0.6	$8.3M	+132%	40k	206.90	View chart
Wisdomtree U.s. Quality Dividend Growth Fund Uit Exchange Traded (DGRW)	0.6	$8.3M	+238%	94k	87.84	View chart
Abbvie Common Stock (ABBV)	0.6	$8.0M	+85%	37k	217.49	View chart
Vanguard Short-term Treasury Index Fund Etf Shares Uit Exchange Traded (VGSH)	0.6	$7.7M	+95%	132k	58.54	View chart
Rtx Corp Common Stock (RTX)	0.6	$7.4M	+16%	38k	192.90	View chart
Visa Inc Class Class A Common Stock (V)	0.5	$7.2M	+83%	24k	302.24	View chart
Ishares U.s. Equity Factor Rotation Active Etf Uit Exchange Traded (DYNF)	0.5	$7.0M	+984%	120k	58.18	View chart
Palantir Technologies Inclass Class A Common Stock (PLTR)	0.5	$6.9M	+96%	47k	146.28	View chart
Eli Lilly And Common Stock (LLY)	0.5	$6.8M	+110%	7.4k	919.77	View chart
Ibm Corp Common Stock (IBM)	0.5	$6.7M	+90%	28k	242.39	View chart
Alphabet Inc Class Class C Common Stock (GOOG)	0.5	$6.5M	+170%	23k	287.18	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord American Depository (TSM)	0.5	$6.4M	+121%	19k	337.94	View chart
Home Depot Common Stock (HD)	0.5	$6.3M	+102%	19k	329.01	View chart
Caterpillar Common Stock (CAT)	0.4	$5.7M	+78%	8.1k	708.46	View chart
Ishares U.s. Treasury Bond Etf Uit Exchange Traded (GOVT)	0.4	$5.6M	+940%	246k	22.91	View chart
Ishares 20 Year Treasury Bond Buywrite Strategy Etf Uit Exchange Traded (TLTW)	0.4	$5.5M	+105%	245k	22.62	View chart
Pacer Trendpilot Us Large Cap Etf Uit Exchange Traded (PTLC)	0.4	$5.3M	NEW	102k	52.46	View chart
Advanced Micro Devic Common Stock (AMD)	0.4	$5.3M	+158%	26k	203.43	View chart
Altria Group Common Stock (MO)	0.4	$5.3M	+344%	80k	65.99	View chart
Vanguard Short-term Bondindex Fund Etf Shares Uit Exchange Traded (BSV)	0.4	$5.2M	+126%	67k	78.41	View chart
Netflix Common Stock (NFLX)	0.4	$5.2M	+20%	54k	96.15	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.4	$5.1M	+144%	184k	27.73	View chart
Sprott Physgld Trst Closed End Mutl Fund (PHYS)	0.4	$5.0M	NEW	142k	35.44	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$5.0M	+63%	110k	45.62	View chart
Nextera Energy Common Stock (NEE)	0.4	$5.0M	+105%	54k	92.94	View chart
Proshares S&p 500 Dividend Aristocrats Etf Uit Exchange Traded (NOBL)	0.4	$4.9M	+237%	47k	106.01	View chart
Jpmorgan Betabuilders U.s. Equity Etf Uit Exchange Traded (BBUS)	0.4	$4.8M	NEW	41k	117.18	View chart
Amgen Common Stock (AMGN)	0.4	$4.8M	+153%	14k	351.85	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Uit Exchange Traded (SDVY)	0.4	$4.8M	+112%	121k	39.43	View chart
Invesco S&p 500 Equal Weight Etf Uit Exchange Traded (RSP)	0.4	$4.7M	+190%	24k	191.92	View chart
Vanguard Total Stock Market Index Fund Etf Shares Uit Exchange Traded (VTI)	0.4	$4.6M	+403%	14k	320.81	View chart
State Street Energy Select Sector Spdr Etf Uit Exchange Traded (XLE)	0.4	$4.6M	+125%	75k	61.26	View chart
Verizon Communications I Common Stock (VZ)	0.3	$4.6M	+101%	91k	50.20	View chart
Janus Henderson Aaa Clo Etf Uit Exchange Traded (JAAA)	0.3	$4.6M	+52%	91k	50.37	View chart
Ishares Msci Usa Qualityfactor Etf Uit Exchange Traded (QUAL)	0.3	$4.6M	+2148%	24k	191.81	View chart
Cisco Sys Common Stock (CSCO)	0.3	$4.5M	+83%	58k	77.59	View chart
Ishares Russell 1000 Etf Uit Exchange Traded (IWB)	0.3	$4.5M	+647%	13k	356.56	View chart
Bank Of America Corp Common Stock (BAC)	0.3	$4.5M	+29%	92k	48.74	View chart
Amplify Cwp Enhanced Dividend Income Etf Uit Exchange Traded (DIVO)	0.3	$4.5M	+7%	99k	44.85	View chart
Pimco Corporate & Income Closed End Mutl Fund (PTY)	0.3	$4.4M	+109%	368k	12.06	View chart
Mcdonalds Corp Common Stock (MCD)	0.3	$4.4M	+40%	14k	311.59	View chart
Ishares National Muni Bond Etf Uit Exchange Traded (MUB)	0.3	$4.3M	+1874%	40k	106.15	View chart
Merck & Co Common Stock (MRK)	0.3	$4.1M	+40%	34k	120.29	View chart
State Street Spdr S&p 500 Etf Trust Uit Exchange Traded (SPY)	0.3	$4.1M	+400%	6.3k	650.25	View chart
Ishares Russell Mid-cap Growth Etf Uit Exchange Traded (IWP)	0.3	$3.8M	+76%	30k	128.13	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$3.8M	+65%	144k	26.20	View chart
Tjx Cos Common Stock (TJX)	0.3	$3.7M	+76%	23k	159.70	View chart
Ishares Gold Trust Uit Exchange Traded (IAU)	0.3	$3.7M	+83%	42k	88.16	View chart
Vanguard Ftse Developed Markets Index Fund Etf Shares Uit Exchange Traded (VEA)	0.3	$3.7M	+299%	58k	64.08	View chart
Vanguard Value Index Fund Etf Shares Uit Exchange Traded (VTV)	0.3	$3.7M	+60%	19k	196.20	View chart
Salesforce Common Stock (CRM)	0.3	$3.6M	-5%	20k	186.67	View chart
Doubleline Income Soluti Closed End Mutl Fund (DSL)	0.3	$3.6M	+115%	334k	10.83	View chart
State Street Technology Select Sector Spdr Etf Uit Exchange Traded (XLK)	0.3	$3.6M	+38%	27k	132.90	View chart
Paccar Common Stock (PCAR)	0.3	$3.6M	NEW	31k	115.50	View chart
Vanguard Growth Index Fund Etf Shares Uit Exchange Traded (VUG)	0.3	$3.6M	+48%	8.1k	436.78	View chart
Ishares Floating Rate Bond Etf Uit Exchange Traded (FLOT)	0.3	$3.5M	+50%	69k	50.95	View chart
Nuveen Esg Large-cap Growth Etf Uit Exchange Traded (NULG)	0.3	$3.5M	+281%	38k	90.94	View chart
Ishares 1-3 Year Treasury Bond Etf Uit Exchange Traded (SHY)	0.3	$3.4M	+72%	42k	82.57	View chart
American Express Common Stock (AXP)	0.3	$3.4M	+234%	11k	302.48	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf Shares Uit Exchange Traded (VEU)	0.3	$3.4M	+310%	46k	75.11	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Uit Exchange Traded (USHY)	0.3	$3.4M	+106%	91k	36.84	View chart
Jpmorgan Ultra-short Income Etf Uit Exchange Traded (JPST)	0.3	$3.3M	+129%	66k	50.61	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.3	$3.3M		60k	55.66	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$3.3M	+663%	11k	298.84	View chart
Invesco Variable Rate Investment Grade Etf Uit Exchange Traded (VRIG)	0.2	$3.3M	NEW	131k	25.04	View chart
Citigroup Common Stock (C)	0.2	$3.3M	+66%	29k	113.41	View chart
Ishares Core S&p Small-cap Etf Uit Exchange Traded (IJR)	0.2	$3.2M	+174%	26k	124.31	View chart
Ishares Msci Usa Momentum Factor Etf Uit Exchange Traded (MTUM)	0.2	$3.1M	+135%	13k	239.99	View chart
Spdr Gold Shares Uit Exchange Traded (GLD)	0.2	$3.1M	+192%	7.1k	430.17	View chart
Wells Fargo & Co Common Stock (WFC)	0.2	$3.1M	+9%	38k	79.60	View chart
At&t Common Stock (T)	0.2	$3.0M	+57%	105k	29.00	View chart
Lockheed Martin Corp Common Stock (LMT)	0.2	$3.0M	+90%	4.7k	628.60	View chart
Invesco S&p International Developed Momentum Etf Uit Exchange Traded (IDMO)	0.2	$3.0M	NEW	54k	54.84	View chart
Philip Morris Intl Common Stock (PM)	0.2	$2.9M	+97%	18k	165.40	View chart
Mckesson Corp Common Stock (MCK)	0.2	$2.9M	+55%	3.4k	865.33	View chart
Vaneck Semiconductor Etf Uit Exchange Traded (SMH)	0.2	$2.9M	+97%	7.6k	383.40	View chart
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Uit Exchange Traded (AGGY)	0.2	$2.9M	+68%	67k	43.46	View chart
Vanguard Small-cap Growth Index Fund Etf Shares Uit Exchange Traded (VBK)	0.2	$2.9M	+92%	9.6k	302.25	View chart
Ishares Ibonds 2026 Termhigh Yield And Income Etf Uit Exchange Traded (IBHF)	0.2	$2.9M	+133%	127k	22.95	View chart
State Street Blackstone Senior Loan Etf Uit Exchange Traded (SRLN)	0.2	$2.9M	+95%	72k	40.14	View chart
Ishares Core Msci Eafe Etf Uit Exchange Traded (IEFA)	0.2	$2.9M	+130%	32k	90.53	View chart
The Coca-cola Common Stock (KO)	0.2	$2.9M	+81%	38k	76.05	View chart
Procter & Gamble Common Stock (PG)	0.2	$2.8M	+98%	20k	144.44	View chart
Kraneshares Value Line Dynamic Dividend Equity Index Etf Uit Exchange Traded (KVLE)	0.2	$2.8M	+206%	113k	24.88	View chart
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord American Depository (ASML)	0.2	$2.7M	+86%	2.1k	1320.75	View chart
Blackrock Common Stock (BLK)	0.2	$2.7M	+53%	2.8k	961.67	View chart
Ishares Mbs Etf Uit Exchange Traded (MBB)	0.2	$2.7M	+937%	29k	94.95	View chart
Proshares Ultrapro S& P500 Uit Exchange Traded (UPRO)	0.2	$2.7M	+96%	28k	96.98	View chart
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Uit Exchange Traded (EMB)	0.2	$2.7M	+188%	28k	93.92	View chart
Qualcomm Common Stock (QCOM)	0.2	$2.7M	+81%	21k	128.97	View chart
Invesco Senior Loan Etf Uit Exchange Traded (BKLN)	0.2	$2.6M	+148%	130k	20.41	View chart
Jpmorgan Equity Premium Income Etf Uit Exchange Traded (JEPI)	0.2	$2.6M	+1005%	46k	56.68	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.2	$2.6M	+101%	5.3k	491.53	View chart
Caretrust Reit Inc Reit Real Estate Investme (CTRE)	0.2	$2.6M	-2%	39k	67.00	View chart
Jpmorgan Active Bond Etf Uit Exchange Traded (JBND)	0.2	$2.6M	+119%	48k	53.77	View chart
Lowes Cos Common Stock (LOW)	0.2	$2.6M	+132%	11k	236.25	View chart
State Street Spdr Portfolio S&p 500 Etf Uit Exchange Traded (SPYM)	0.2	$2.6M	+103%	34k	76.54	View chart
Conocophillips Common Stock (COP)	0.2	$2.6M	+27%	19k	132.00	View chart
Realty Income Corp Reit Real Estate Investme (O)	0.2	$2.5M	+150%	42k	61.18	View chart
Duke Energy Corp Common Stock (DUK)	0.2	$2.5M	+45%	19k	130.94	View chart
Enterprise Prods Part Limited Partnershp (EPD)	0.2	$2.5M	+59%	67k	37.84	View chart
Goldman Sachs Group Common Stock (GS)	0.2	$2.5M	+77%	2.9k	847.67	View chart
Boeing Common Stock (BA)	0.2	$2.5M	+104%	12k	199.02	View chart
Jpmorgan Sustainable Municipal Income Etf Uit Exchange Traded (JMSI)	0.2	$2.4M	NEW	49k	49.75	View chart
Jpmorgan Active Growth Etf Uit Exchange Traded (JGRO)	0.2	$2.4M	NEW	28k	84.52	View chart
First Trust North American Energy Infrastructure Fund Uit Exchange Traded (EMLP)	0.2	$2.4M	NEW	54k	43.66	View chart
Micron Technology Common Stock (MU)	0.2	$2.4M	+190%	7.0k	337.82	View chart
Mastercard Inc Class Class A Common Stock (MA)	0.2	$2.3M	+90%	4.6k	499.65	View chart
Jpmorgan Municipal Etf Uit Exchange Traded (JMUB)	0.2	$2.3M	+239%	46k	49.99	View chart
Proshares S&p 500 Ex-technology Etf Uit Exchange Traded (SPXT)	0.2	$2.3M	+87%	22k	101.31	View chart
Morgan Stanley Common Stock (MS)	0.2	$2.3M	+21%	14k	164.50	View chart
Touchstone Etf Trust Dynamic Internat (TDI)	0.2	$2.2M	NEW	55k	41.24	View chart
Southern Common Stock (SO)	0.2	$2.2M	+65%	23k	97.12	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.2	$2.2M	+124%	133k	16.77	View chart
Direxion Daily S&p 500 Bear 1x Shares Uit Exchange Traded (SPDN)	0.2	$2.2M	NEW	224k	9.95	View chart
Jpmorgan International Research Enhanced Equityetf Uit Exchange Traded (JIRE)	0.2	$2.2M	NEW	29k	75.74	View chart
Uber Technologies Common Stock (UBER)	0.2	$2.2M	+141%	31k	71.93	View chart
Northrop Grumman Corp Common Stock (NOC)	0.2	$2.2M	+142%	3.2k	682.00	View chart
Invesco S&p 500 Garp Etf Uit Exchange Traded (SPGP)	0.2	$2.2M	NEW	20k	107.62	View chart
Horizon Fds Expedition Plus (HBTA)	0.2	$2.2M	NEW	81k	26.78	View chart
Vanguard Mid-cap Index Fund Etf Shares Uit Exchange Traded (VO)	0.2	$2.2M	+272%	7.5k	288.62	View chart
General Dynamics Corp Common Stock (GD)	0.2	$2.2M	+15%	6.3k	343.22	View chart
Ge Vernova Common Stock (GEV)	0.2	$2.1M	+64%	2.5k	872.82	View chart
Ishares Russell 1000 Growth Etf Uit Exchange Traded (IWF)	0.2	$2.1M	+105%	4.9k	427.12	View chart
Ishares Currency Hedged Msci Eafe Etf Uit Exchange Traded (HEFA)	0.2	$2.1M	+21%	49k	42.49	View chart
Vanguard Intermediate-term Bond Index Fund Etf Shares Uit Exchange Traded (BIV)	0.2	$2.1M	+172%	27k	77.19	View chart
Pacer Us Cash Cows 100 Etf Uit Exchange Traded (COWZ)	0.2	$2.1M	+513%	34k	62.56	View chart
Honeywell Intl Common Stock (HON)	0.2	$2.1M	+108%	9.2k	226.03	View chart
Union Pac Corp Common Stock (UNP)	0.2	$2.1M	+70%	8.5k	242.62	View chart
Invesco Rafi Emerging Markets Etf Uit Exchange Traded (PXH)	0.2	$2.1M	NEW	76k	26.91	View chart
Vaneck Morningstar Smid Moat Etf Uit Exchange Traded (SMOT)	0.2	$2.0M	NEW	58k	35.19	View chart
Ishares 3-7 Year Treasury Bond Etf Uit Exchange Traded (IEI)	0.2	$2.0M	+30%	17k	118.59	View chart
Alpha Architect 1-3 Month Box Etf Uit Exchange Traded (BOXX)	0.2	$2.0M	+215%	17k	116.29	View chart
Consolidated Edison Common Stock (ED)	0.2	$2.0M	+204%	18k	113.17	View chart
Pimco Municipal Income Opportunities Active Exchange-traded Fund Uit Exchange Traded (MINO)	0.1	$2.0M	+271%	44k	45.17	View chart
Vaneck Commodity Strategy Etf Uit Exchange Traded (PIT)	0.1	$2.0M	NEW	27k	72.37	View chart
Pfizer Common Stock (PFE)	0.1	$2.0M	+106%	70k	28.00	View chart
Abbott Labs Common Stock (ABT)	0.1	$1.9M	+132%	19k	102.69	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$1.9M	+83%	12k	160.29	View chart
Vanguard Long-term Corporate Bond Index Fund Uit Exchange Traded (VCLT)	0.1	$1.9M	+120%	26k	74.72	View chart
First Trust Low Durationopportunities Etf Uit Exchange Traded (LMBS)	0.1	$1.9M	+79%	39k	49.81	View chart
Pepsico Common Stock (PEP)	0.1	$1.9M	+169%	12k	155.28	View chart
Deere & Co Common Stock (DE)	0.1	$1.9M	+124%	3.3k	563.30	View chart
New York Life Investments Et Nyli Candriam In (IQSI)	0.1	$1.9M	NEW	53k	35.24	View chart
Global X U.s. Infrastructure Development Etf Uit Exchange Traded (PAVE)	0.1	$1.9M	NEW	37k	50.81	View chart
Texas Instrs Common Stock (TXN)	0.1	$1.8M	+49%	9.5k	194.14	View chart
Williams Cos Common Stock (WMB)	0.1	$1.8M	+83%	25k	72.78	View chart
Oracle Corp Common Stock (ORCL)	0.1	$1.8M	+61%	13k	147.11	View chart
3M Common Stock (MMM)	0.1	$1.8M	+375%	13k	145.22	View chart
Ishares Msci Eurozone Etf Uit Exchange Traded (EZU)	0.1	$1.8M	NEW	29k	62.64	View chart
Nucor Corp Common Stock (NUE)	0.1	$1.8M	+599%	11k	169.07	View chart
Proshares Ultrapro Dow30 Uit Exchange Traded (UDOW)	0.1	$1.8M	+95%	36k	50.20	View chart
Pimco Active Bond Exchange-traded Fund Uit Exchange Traded (BOND)	0.1	$1.8M	+54%	20k	92.28	View chart
Schwab U.s. Large-cap Growth Etf Uit Exchange Traded (SCHG)	0.1	$1.8M	+24%	62k	29.13	View chart
Mirum Pharmaceuticals (MIRM)	0.1	$1.8M		19k	92.38	View chart
Goldman Sachs Nasdaq-100premium Income Etf Uit Exchange Traded (GPIQ)	0.1	$1.8M	+189%	36k	49.49	View chart
Freeport-mcmoran Common Stock (FCX)	0.1	$1.8M	+93%	30k	58.78	View chart
Chubb Ltd F Foreign Ordinaries (CB)	0.1	$1.8M	+141%	5.5k	325.93	View chart
Ishares Systematic Bond Etf Uit Exchange Traded (SYSB)	0.1	$1.8M	NEW	20k	89.00	View chart
Simon Ppty Group Inc Newreit Real Estate Investme (SPG)	0.1	$1.8M	+45%	9.5k	186.52	View chart
Proshares S&p Technologydividend Aristocrats Etf Uit Exchange Traded (TDV)	0.1	$1.7M	+332%	20k	84.71	View chart
Jpmorgan Active Value Etf Uit Exchange Traded (JAVA)	0.1	$1.7M	NEW	23k	71.75	View chart
Ishares Edge Msci Intl Value Factor Etf Uit Exchange Traded (IVLU)	0.1	$1.7M	+551%	42k	39.68	View chart
Linde Plc F Foreign Ordinaries (LIN)	0.1	$1.7M	+96%	3.4k	495.75	View chart
State Street Spdr Dow Jones Industrial Averageetf Trust Uit Exchange Traded (DIA)	0.1	$1.6M	-11%	3.5k	463.19	View chart
Southern Copper Corp Common Stock (SCCO)	0.1	$1.6M	NEW	9.4k	172.05	View chart
Ishares Russell Mid-cap Etf Uit Exchange Traded (IWR)	0.1	$1.6M	+122%	17k	97.22	View chart
Ishares U.s. Thematic Rotation Active Etf Uit Exchange Traded (THRO)	0.1	$1.6M	NEW	44k	36.22	View chart
Invesco S&p 500 Low Volatility Etf Uit Exchange Traded (SPLV)	0.1	$1.6M	+153%	22k	73.12	View chart
Eaton Corp Plc F Foreign Ordinaries (ETN)	0.1	$1.6M	+53%	4.4k	357.67	View chart
Pgim Total Return Bond Etf Uit Exchange Traded (PTRB)	0.1	$1.6M	+226%	38k	41.51	View chart
T-mobile Us Common Stock (TMUS)	0.1	$1.6M	+54%	7.4k	210.03	View chart
First Trust Long/short Equity Etf Uit Exchange Traded (FTLS)	0.1	$1.6M	+138%	22k	70.36	View chart
Ishares S&p 500 Value Etf Uit Exchange Traded (IVE)	0.1	$1.6M	+111%	7.4k	211.12	View chart
Cathay Gen Bancorp Common Stock (CATY)	0.1	$1.5M	NEW	31k	49.86	View chart
Crowdstrike Hldgs Inc Class A Common Stock (CRWD)	0.1	$1.5M	+51%	3.9k	390.35	View chart
Allstate Corp Common Stock (ALL)	0.1	$1.5M	+56%	7.3k	207.34	View chart
Oneok Common Stock (OKE)	0.1	$1.5M	+85%	17k	90.38	View chart
State Street Financial Select Sector Spdr Etf Uit Exchange Traded (XLF)	0.1	$1.5M	+46%	30k	49.37	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Uit Exchange Traded (SPHD)	0.1	$1.5M	NEW	30k	49.61	View chart
Caseys Gen Stores Common Stock (CASY)	0.1	$1.5M	+183%	2.0k	727.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$1.4M	+115%	43k	33.77	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.1	$1.4M	+30%	29k	50.55	View chart
Berkshire Hathaway Inc Dclass A Common Stock (BRK.A)	0.1	$1.4M	+100%	2.00	718140.00	View chart
Vanguard Tax-exempt Bondindex Fund Etf Shares Uit Exchange Traded (VTEB)	0.1	$1.4M	+37%	29k	49.91	View chart
Ishares Core S&p Mid-capetf Uit Exchange Traded (IJH)	0.1	$1.4M	+45%	21k	67.53	View chart
Sempra Common Stock (SRE)	0.1	$1.4M	+9%	14k	102.60	View chart
Ishares Core S&p U.s. Value Etf Uit Exchange Traded (IUSV)	0.1	$1.4M		14k	102.23	View chart
Global X Defense Tech Etf Uit Exchange Traded (SHLD)	0.1	$1.4M	NEW	20k	70.84	View chart
Jabil Common Stock (JBL)	0.1	$1.4M	+98%	5.3k	266.53	View chart
Global X Data Center & Digital Infrastructure Etf Uit Exchange Traded (DTCR)	0.1	$1.4M	NEW	59k	23.96	View chart
Vanguard Intermediate-term Corporate Bond Index Fun Uit Exchange Traded (VCIT)	0.1	$1.4M	+97%	17k	82.75	View chart
Two Harbors Investme Common Stock (TWO)	0.1	$1.4M	+66%	122k	11.42	View chart
United States Oil Fund Uit Exchange Traded (USO)	0.1	$1.4M	+111%	11k	127.25	View chart
Cencora Inc Class Series A Common Stock (COR)	0.1	$1.4M	+108%	4.4k	314.14	View chart
Jpmorgan Betabuilders U.s. Aggregate Bond Etf Uit Exchange Traded (BBAG)	0.1	$1.4M	NEW	30k	46.16	View chart
Astrazeneca Plc F Foreign Ordinaries (AZN)	0.1	$1.4M	NEW	6.9k	197.22	View chart
First Tr Exch Traded Fd Iii Horizon Dmst Etf (HUSV)	0.1	$1.4M	-9%	36k	38.34	View chart
Cme Group Inc Class Class A Common Stock (CME)	0.1	$1.4M	+13%	4.6k	295.35	View chart
Jpmorgan Core Plus Bond Etf Uit Exchange Traded (JCPB)	0.1	$1.4M	NEW	29k	47.08	View chart
Grainger W W Common Stock (GWW)	0.1	$1.4M	+88%	1.2k	1090.80	View chart
First Trust Enhanced Short Maturity Etf Uit Exchange Traded (FTSM)	0.1	$1.4M	+136%	23k	59.78	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$1.3M	+60%	2.9k	460.99	View chart
Ishares Flexible Income Active Etf Uit Exchange Traded (BINC)	0.1	$1.3M	NEW	26k	51.93	View chart
State Street Health Careselect Sector Spdr Etf Uit Exchange Traded (XLV)	0.1	$1.3M	+54%	9.2k	146.62	View chart
Ishares Msci Eafe Value Etf Uit Exchange Traded (EFV)	0.1	$1.3M	+208%	18k	74.35	View chart
Innovator U.s. Equity Power Buffer Etf - September Uit Exchange Traded (PSEP)	0.1	$1.3M	NEW	31k	43.06	View chart
Ishares Russell 2000 Etf Uit Exchange Traded (IWM)	0.1	$1.3M	+138%	5.3k	249.45	View chart
Ishares Tips Bond Etf Uit Exchange Traded (TIP)	0.1	$1.3M	+451%	12k	110.40	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Uit Exchange Traded (BIL)	0.1	$1.3M	+157%	14k	91.64	View chart
Vanguard Dividend Appreciation Index Fund Etf Shares Uit Exchange Traded (VIG)	0.1	$1.3M	NEW	6.1k	215.06	View chart
Ssga Active Etf Tr State Street Glo (GAL)	0.1	$1.3M	+134%	27k	49.50	View chart
First Tr Exch Traded Fd Iii Horizon Mngd Etf (HDMV)	0.1	$1.3M	+119%	36k	36.81	View chart
Dimensional Us High Profitability Etf Uit Exchange Traded (DUHP)	0.1	$1.3M	+42%	36k	36.76	View chart
Lam Resh Corp Common Stock (LRCX)	0.1	$1.3M	+46%	6.1k	213.56	View chart
Vanguard Real Estate Index Fund Etf Shares Uit Exchange Traded (VNQ)	0.1	$1.3M	+101%	15k	88.70	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Uit Exchange Traded (MUNI)	0.1	$1.3M	NEW	24k	52.19	View chart
Cummins Common Stock (CMI)	0.1	$1.3M		2.3k	538.00	View chart
Aerovironment Common Stock (AVAV)	0.1	$1.2M	-2%	6.8k	183.00	View chart
Ishares U.s. Aerospace &defense Etf Uit Exchange Traded (ITA)	0.1	$1.2M	+239%	5.7k	218.96	View chart
Dimensional Emerging Core Equity Market Etf Uit Exchange Traded (DFAE)	0.1	$1.2M	+11%	37k	33.87	View chart
Ge Aerospace Common Stock (GE)	0.1	$1.2M	+207%	4.3k	283.76	View chart
Disney Walt Common Stock (DIS)	0.1	$1.2M	+170%	13k	96.37	View chart
Iron Mtn Inc New Reit Real Estate Investme (IRM)	0.1	$1.2M	+86%	12k	102.14	View chart
Kinder Morgan Inc Del Common Stock (KMI)	0.1	$1.2M	+126%	36k	33.53	View chart
Vanguard Small-cap Indexfund Etf Shares Uit Exchange Traded (VB)	0.1	$1.2M	NEW	4.5k	261.92	View chart
Ishares Silver Trust Uit Exchange Traded (SLV)	0.1	$1.2M	+9%	17k	68.14	View chart

Past Filings by Ascentis Independent Advisors

SEC 13F filings are viewable for Ascentis Independent Advisors going back to 2020

Ascentis Independent Advisors 2026 Q1 filed April 28, 2026
Golden State Equity Partners 2025 Q4 filed Jan. 29, 2026
Golden State Equity Partners 2025 Q3 filed Oct. 21, 2025
Golden State Equity Partners 2025 Q2 filed July 14, 2025
Golden State Equity Partners 2025 Q1 filed April 23, 2025
Golden State Equity Partners 2024 Q4 filed Jan. 24, 2025
Golden State Equity Partners 2024 Q3 amended filed Oct. 29, 2024
Golden State Equity Partners 2024 Q3 filed Oct. 25, 2024
Golden State Equity Partners 2024 Q2 filed July 29, 2024
Golden State Equity Partners 2023 Q4 filed Feb. 2, 2024
Golden State Equity Partners 2023 Q3 filed Oct. 20, 2023
Golden State Equity Partners 2023 Q2 filed July 19, 2023
Golden State Equity Partners 2023 Q1 filed June 1, 2023
Golden State Equity Partners 2022 Q1 restated filed May 18, 2022
Golden State Equity Partners 2022 Q1 filed May 16, 2022
Golden State Equity Partners 2021 Q4 filed Feb. 11, 2022

View all past filings

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