Ascension Capital Advisors, Inc.
Annual return '25
+44.2%
SPY '25
+17.7%
Alpha
+26.4ptsvs SPY
Invested
$317.8M
Holdings
82
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHX
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 1.23M shares)
12.7%
02
$FDV
FEDERATED HERMES ETF TRUST
Q1 2026: Exited (was 1.32M shares)
12.7%
03
$RDVY
FIRST TR EXCHANGE TRADED FD
Q1 2026: Exited (was 581.5k shares)
12.6%
04
$AKRE
PROFESIONALLY MANAGED PORTFO
Q1 2026: Exited (was 611.5k shares)
11.4%
05
$ARKK
ARK ETF TR
Q1 2026: Exited (was 373.0k shares)
8.1%
06
$SCHA
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 700.4k shares)
6.5%
07
$SCHF
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 686.2k shares)
5.6%
08
$CRDT
SIMPLIFY EXCHANGE TRADED FUN
Q1 2026: Exited (was 635.9k shares)
4.5%
09
$REZ
ISHARES TR
Q1 2026: Exited (was 105.0k shares)
3.1%
10
$JPST
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 171.4k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:33 UTC.