First Ascent Asset Management, LLC

13F Filings History

Latest 13F report
Q4 2023 - Feb 5, 2024
Value $
$892M
Signature - Title
Karen Garcia - COO/CCO
Location
Denver, CO
Summary
This page shows a list of all the recent 13F filings made by First Ascent Asset Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. First Ascent Asset Management, LLC reported 53 stock holdings with total value $892M as of Q4 2023. Top holdings included VOO, VTI, VTEB, DFAC, and IUSB.
Holdings Value