First seen by DFX
Sep 12, 2026
date not stated
Golden State Equity Partners files Form 13F (non_adviser_filer, $619,819,343 in 497 positions)
Ascentis Independent Advisors reported $1,322,298,646 across 5735 13(f) positions for the quarter ended 2026-03-31
Ascentis Independent Advisors opened a $5,014,368 position in Sprott Physgld Trst (141,489 shares)
Ascentis Independent Advisors opened a $2,164,017 position in Horizon Fds (80,807 shares)
Ascentis Independent Advisors opened a $2,226,831 position in Jpmorgan International Research Enhanced Equityetf (29,401 shares)
Ascentis Independent Advisors opened a $2,226,949 position in Direxion Daily S&p 500 Bear 1x Shares (223,814 shares)
Ascentis Independent Advisors opened a $2,245,535 position in Touchstone Etf Trust (54,453 shares)
Ascentis Independent Advisors opened a $5,345,253 position in Pacer Trendpilot US Large Cap Etf (101,891 shares)
Ascentis Independent Advisors opened a $2,950,811 position in Invesco S&p International Developed Momentum Etf (53,807 shares)
Ascentis Independent Advisors opened a $3,267,384 position in Invesco Variable Rate Investment Grade Etf (130,512 shares)
Ascentis Independent Advisors increased Fidelity Merrimack Str Tr 66,987 -> 109,674 shares ($3,084,074 -> $5,002,950)
Ascentis Independent Advisors opened a $2,374,673 position in Jpmorgan Active Growth Etf (28,096 shares)
Ascentis Independent Advisors increased Vanguard Mid-Cap Index Fund Etf Shares 2,004 -> 7,470 shares ($581,601 -> $2,145,500)
Ascentis Independent Advisors increased Vanguard Value Index Fund Etf Shares 11,793 -> 18,869 shares ($2,252,343 -> $3,702,555)
Ascentis Independent Advisors increased Advanced Micro Devic 10,015 -> 25,936 shares ($2,144,705 -> $5,276,155)
Ascentis Independent Advisors opened a $2,436,207 position in Jpmorgan Sustainable Municipal Income Etf (48,969 shares)
Ascentis Independent Advisors opened a $4,801,450 position in Jpmorgan Betabuilders U.S. Equity Etf (40,975 shares)
Ascentis Independent Advisors opened a $2,040,245 position in Vaneck Morningstar Smid Moat Etf (57,978 shares)
Ascentis Independent Advisors opened a $2,189,098 position in Invesco S&p 500 Garp Etf (20,341 shares)
Ascentis Independent Advisors opened a $2,052,731 position in Invesco Rafi Emerging Markets Etf (76,281 shares)
Ascentis Independent Advisors opened a $2,365,848 position in First Trust North American Energy Infrastructure Fund (54,188 shares)
Ascentis Independent Advisors increased Vanguard Index Fds 1,436 -> 10,959 shares ($451,912 -> $3,274,954)
Ascentis Independent Advisors opened a $3,603,046 position in Paccar Inc (31,195 shares)
Ascentis Independent Advisors increased Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord Shs 1,108 -> 2,069 shares ($1,185,706 -> $2,733,184)
Ascentis Independent Advisors increased Micron Technology Inc 2,399 -> 6,961 shares ($684,582 -> $2,351,975)
Ascentis Independent Advisors increased Microsoft Corp 43,445 -> 78,250 shares ($21,011,030 -> $28,966,792)
Ascentis Independent Advisors increased Duke Energy Corp New 13,369 -> 19,415 shares ($1,566,980 -> $2,542,135)
Ascentis Independent Advisors increased Costco Whsl Corp New 3,687 -> 9,314 shares ($3,179,182 -> $9,281,988)
Ascentis Independent Advisors increased Visa Inc Class Class a 12,953 -> 23,761 shares ($4,542,834 -> $7,182,001)
Ascentis Independent Advisors increased Walmart Inc 48,582 -> 68,249 shares ($5,412,573 -> $8,482,186)
Ascentis Independent Advisors opened a $9,689,084 position in Gilead Sciences Inc (69,520 shares)
Ascentis Independent Advisors increased Abbvie Inc 19,840 -> 36,793 shares ($4,533,290 -> $8,002,860)
Ascentis Independent Advisors increased Mckesson Corp 2,178 -> 3,388 shares ($1,786,243 -> $2,932,121)
Ascentis Independent Advisors increased Nvidia Corp 208,838 -> 413,245 shares ($38,948,356 -> $72,070,421)
Ascentis Independent Advisors increased Merck & Co. Inc. 24,461 -> 34,368 shares ($2,574,760 -> $4,134,330)
Ascentis Independent Advisors increased Exxon Mobil Corp 32,172 -> 60,187 shares ($3,871,580 -> $10,211,705)
Ascentis Independent Advisors increased Charles Schwab Corp 18,667 -> 32,681 shares ($1,865,038 -> $3,071,514)
Ascentis Independent Advisors increased Lowes Cos Inc 4,686 -> 10,889 shares ($1,130,155 -> $2,573,355)
Ascentis Independent Advisors increased Apple Inc 105,881 -> 247,516 shares ($28,784,845 -> $62,818,179)
Ascentis Independent Advisors increased Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Shs 8,527 -> 18,918 shares ($2,591,299 -> $6,393,395)