Ascentis Independent Advisors has disclosed its latest holdings in a recent 13F filing, revealing a total value of approximately $1.7 billion as of September 30, 2026. This update is significant as it reflects the firm's strategic positioning in the competitive investment advisory sector.

The filing, submitted on November 3, 2026, indicates that Ascentis Independent Advisors is actively managing its portfolio in response to current market conditions. The total number of securities reported is 63,314, showcasing a diverse investment strategy aimed at optimizing returns for its clients.

Background

Ascentis Independent Advisors, previously known as Golden State Equity Partners until a name change in February 2021, operates in the investment advisory sector. The firm is based in Dallas, Texas, and is categorized under the "other" entity type, focusing on providing advisory services to clients seeking investment opportunities.

Recent filings show that the firm has been consistently updating its 13F reports, with the latest submission following a series of filings throughout 2026. The firm’s filings include various types of securities, reflecting a broad investment approach.

What the Filing Says

The 13F filing indicates that Ascentis Independent Advisors holds a total value of $1,698,746,018. The filing also noted that there are no confidential omissions in the report, ensuring transparency in its investment activities.

Impact

This update may affect various stakeholders, including clients of Ascentis Independent Advisors, who rely on the firm’s expertise for investment strategies. Additionally, competitors in the investment advisory sector may analyze these holdings to gauge market trends and client preferences.

What's Next

The filing does not say what happens next.