Home / Leaderboard / The Ascent Group, LLC
The Ascent Group, LLC
Michael Moss · Investment Advisor · Multi-Strategy
The Ascent Group, LLC is a Virginia Beach-based investment advisor and a subsidiary of Alera Group. Established in 2021 by co-founders Michael Moss, Jeff Silverman, and Brian Walsh, the firm provides institutional-grade asset management and retirement plan consulting through its proprietary turnkey asset management platform (TAMP). The firm serves a wide range of clients, including individuals, high-net-worth investors, and pension plans, offering scalable and technology-driven investment strategies. As a core component of Alera Wealth Services, The Ascent Group focuses on strategic asset allocation and consultative solutions to help both clients and independent advisors achieve long-term growth and operational efficiency.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +20.7% |
| YTD return | +15.1% |
| Sharpe ratio | 2.66 |
| Win rate | 69% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://aleragroup.com/wealth-services |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 13.4% | +30.8% |
| NVDA | NVIDIA Corporation | 13.1% | +19.3% |
| GOOGL | Alphabet Inc Class A | 12.1% | +42.8% |
| MSFT | Microsoft Corporation | 9.5% | +2.9% |
| AMZN | Amazon.com Inc | 6.4% | +15.9% |
| AVGO | Broadcom Inc | 4.4% | +7.1% |
| META | Meta Platforms Inc. | 4.4% | +8.0% |
| JPM | JPMorgan Chase & Co | 4.3% | +14.3% |
| ANET | Arista Networks | 3.8% | +40.0% |
| LLY | Eli Lilly and Company | 3.6% | +31.4% |
| SCHW | Charles Schwab Corp | 2.9% | +2.7% |
| JNJ | Johnson & Johnson | 2.8% | +38.7% |
| WMT | Walmart Inc. Common Stock | 2.8% | +3.7% |
| V | Visa Inc. Class A | 2.7% | +6.8% |
| MU | Micron Technology Inc | 2.5% | +19.2% |
| BRK-A | Berkshire Hathaway Inc | 2.4% | +1.0% |
| CSCO | Cisco Systems Inc | 2.4% | +29.5% |
| AMD | Advanced Micro Devices Inc | 2.2% | +36.4% |
| MA | Mastercard Inc | 2.2% | -1.9% |
| PM | Philip Morris International Inc | 2.2% | +14.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | SELL | MSFT | 9.6% → 9.5% |
| Aug 24, 2026 | BUY | AAPL | 12.9% → 13.4% |
| Aug 24, 2026 | SELL | GOOGL | 11.9% → 12.1% |
| Aug 24, 2026 | BUY | AMD | 2.3% → 2.2% |
| Aug 24, 2026 | SELL | META | 4.7% → 4.4% |
Investment Style Analysis
The Ascent Group, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, The Ascent Group, LLC made a significant move by reducing the position in MSFT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's philosophy centers on delivering value through compelling asset management and scaled pricing, optimizing portfolio management through technology, strategic asset allocation, and access to specialized investment programs. Their approach is collaborative and consultative, aiming to solve a wide range of investment challenges for clients and advisors within the Alera Wealth Services ecosystem by providing an innovative investment infrastructure and a client-driven service model that prioritizes fiduciary duties and cost-effectiveness.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with The Ascent Group, LLC.
Similar Investment Style
Based on Multi-Strategy.
- Sandoz Family Office SA — Marc Duc · 3M -6.5%
- BB Gestão de Recursos - Distribuidora de Títulos e Valores Mobiliários S.A. — Denísio Liberato · 3M +6.1%
- Wolverine Trading, LLC — Robert Bellick · 3M +3.9%
- Amundi Asset Management US, Inc. — Marco Pirondini · 3M -0.4%
Frequently asked questions
How is the simulated portfolio for The Ascent Group, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is The Ascent Group, LLC's largest holding?
As of the latest filing, The Ascent Group, LLC's top position is Apple Inc (AAPL), representing 13.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is The Ascent Group, LLC's historical performance and risk profile?
Our simulation indicates a total return of +20.7% with a win rate of 69%. Notably, the portfolio maintains a Sharpe Ratio of 2.66, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does The Ascent Group, LLC primarily invest in?
The Ascent Group, LLC has a strong preference for the Semiconductors sector, which makes up 22.2% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is The Ascent Group, LLC's portfolio concentrated or diversified?
The Ascent Group, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 38.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has The Ascent Group, LLC performed in 2026?
Our AI-simulated model portfolio for The Ascent Group, LLC tracks a Year-to-Date (YTD) return of +15.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Michael Moss manage The Ascent Group, LLC directly?
Yes, Michael Moss serves as the key portfolio manager for The Ascent Group, LLC, overseeing the investment strategy and final capital allocation decisions.