Ascent Wealth Partners
Latest statistics and disclosures from Ascent Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, IWF, AAPL, MDY, GOOGL, and represent 22.48% of Ascent Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: IEMG (+$15M), VB (+$14M), VLO (+$8.1M), GILD (+$8.0M), APH (+$6.9M), VWO, HII, PPL, EL, RSP.
- Started 20 new stock positions in FIX, IREN, SCHG, HII, GILD, XLG, VUG, TEL, MPC, VWOB. CBU, IONQ, VLO, EL, IEMG, VB, MMM, VWO, SYM, BLV.
- Reduced shares in these 10 stocks: IWF (-$18M), MDY (-$14M), MSCI (-$6.5M), ACN (-$6.3M), BX (-$5.7M), ICE (-$5.3M), ROP, AJG, SPY, ABT.
- Sold out of its positions in ELV, BX, BR, CTSH, FICO, NOCT, ICE, USMV, KMB, MAS. PED, PRU, CRM, UBER, U.
- Ascent Wealth Partners was a net buyer of stock by $27M.
- Ascent Wealth Partners has $860M in assets under management (AUM), dropping by -1.00%.
- Central Index Key (CIK): 0001546865
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Portfolio Holdings for Ascent Wealth Partners
Ascent Wealth Partners holds 188 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.5 | $56M | +2% | 97k | 577.18 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 5.7 | $49M | -26% | 116k | 426.40 |
|
| Apple (AAPL) | 4.6 | $40M | +4% | 157k | 253.79 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 3.0 | $26M | -35% | 42k | 616.76 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $23M | +2% | 80k | 287.56 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.6 | $22M | +12% | 115k | 191.92 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 2.5 | $21M | +8% | 458k | 46.23 |
|
| Spdr Gold Tr Gold Shs (GLD) | 2.2 | $19M | +3% | 44k | 430.29 |
|
| Microsoft Corporation (MSFT) | 2.1 | $18M | +2% | 49k | 370.17 |
|
| Applied Materials (AMAT) | 1.9 | $17M | +2% | 49k | 341.79 |
|
| Wal-Mart Stores (WMT) | 1.8 | $16M | 126k | 124.28 |
|
|
| Ishares Core Msci Emkt (IEMG) | 1.8 | $15M | NEW | 220k | 69.75 |
|
| JPMorgan Chase & Co. (JPM) | 1.7 | $15M | +2% | 51k | 294.16 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.6 | $14M | NEW | 53k | 261.92 |
|
| Abbvie (ABBV) | 1.5 | $13M | +2% | 60k | 217.49 |
|
| Raytheon Technologies Corp (RTX) | 1.5 | $13M | +3% | 65k | 192.90 |
|
| Caterpillar (CAT) | 1.3 | $11M | +2% | 16k | 708.48 |
|
| NVIDIA Corporation (NVDA) | 1.3 | $11M | 64k | 174.40 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 1.3 | $11M | 235k | 46.13 |
|
|
| Ameriprise Financial (AMP) | 1.2 | $10M | +3% | 23k | 444.40 |
|
| Automatic Data Processing (ADP) | 1.2 | $10M | 51k | 203.18 |
|
|
| Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) | 1.2 | $10M | 239k | 42.72 |
|
|
| Amazon (AMZN) | 1.2 | $9.9M | +4% | 48k | 208.27 |
|
| Cummins (CMI) | 1.1 | $9.9M | 18k | 538.02 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $9.8M | -23% | 15k | 650.34 |
|
| Stryker Corporation (SYK) | 1.1 | $9.8M | +2% | 30k | 328.59 |
|
| Meta Platforms Cl A (META) | 1.0 | $9.0M | +3% | 16k | 572.13 |
|
| Ge Vernova (GEV) | 1.0 | $9.0M | +9% | 10k | 872.90 |
|
| Home Depot (HD) | 1.0 | $8.7M | 27k | 328.89 |
|
|
| Visa Com Cl A (V) | 1.0 | $8.6M | +5% | 29k | 302.24 |
|
| Mastercard Incorporated Cl A (MA) | 0.9 | $8.2M | 16k | 499.66 |
|
|
| Valero Energy Corporation (VLO) | 0.9 | $8.1M | NEW | 33k | 247.08 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $8.0M | +6% | 8.7k | 919.78 |
|
| Gilead Sciences (GILD) | 0.9 | $8.0M | NEW | 57k | 139.37 |
|
| Quanta Services (PWR) | 0.9 | $7.9M | +4% | 14k | 549.02 |
|
| PPL Corporation (PPL) | 0.9 | $7.7M | +91% | 202k | 38.20 |
|
| Broadcom (AVGO) | 0.9 | $7.7M | +5% | 25k | 309.51 |
|
| Amphenol Corp Cl A (APH) | 0.9 | $7.6M | +1143% | 60k | 126.35 |
|
| Waste Management (WM) | 0.9 | $7.4M | +2% | 32k | 229.79 |
|
| Air Products & Chemicals (APD) | 0.8 | $7.1M | +4% | 25k | 290.49 |
|
| Illinois Tool Works (ITW) | 0.8 | $7.1M | +2% | 27k | 260.29 |
|
| Palo Alto Networks (PANW) | 0.8 | $6.8M | +4% | 42k | 160.32 |
|
| Cintas Corporation (CTAS) | 0.8 | $6.7M | +44% | 40k | 169.14 |
|
| Abbott Laboratories (ABT) | 0.8 | $6.7M | -29% | 65k | 102.67 |
|
| Axon Enterprise (AXON) | 0.8 | $6.5M | +3% | 15k | 424.69 |
|
| Goldman Sachs (GS) | 0.7 | $6.4M | +4% | 7.5k | 845.96 |
|
| TJX Companies (TJX) | 0.7 | $6.1M | 38k | 159.70 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $6.0M | -7% | 53k | 113.11 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $5.9M | 92k | 64.08 |
|
|
| Oracle Corporation (ORCL) | 0.7 | $5.8M | +2% | 39k | 147.11 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $5.5M | +15% | 26k | 211.15 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.6 | $5.4M | -14% | 15k | 370.68 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $5.3M | +54% | 5.4k | 996.43 |
|
| Rockwell Automation (ROK) | 0.6 | $5.2M | +5% | 15k | 358.88 |
|
| Kla Corp Com New (KLAC) | 0.6 | $5.2M | +4% | 3.6k | 1472.41 |
|
| Qualcomm (QCOM) | 0.6 | $5.1M | 40k | 128.78 |
|
|
| Netflix (NFLX) | 0.6 | $5.0M | +43% | 52k | 96.15 |
|
| Amgen (AMGN) | 0.5 | $4.6M | +5% | 13k | 351.85 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $4.6M | NEW | 86k | 54.05 |
|
| Huntington Ingalls Inds (HII) | 0.5 | $4.3M | NEW | 11k | 379.90 |
|
| MercadoLibre (MELI) | 0.5 | $3.9M | 2.2k | 1729.02 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $3.6M | +4% | 24k | 146.28 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.4 | $3.6M | +6% | 89k | 40.10 |
|
| McDonald's Corporation (MCD) | 0.4 | $3.6M | 12k | 310.79 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.4 | $3.5M | NEW | 49k | 71.77 |
|
| Northrop Grumman Corporation (NOC) | 0.4 | $3.3M | 4.9k | 682.24 |
|
|
| Moody's Corporation (MCO) | 0.4 | $3.2M | 7.4k | 436.25 |
|
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.4 | $3.2M | +289% | 42k | 75.49 |
|
| ResMed (RMD) | 0.4 | $3.2M | +4% | 14k | 224.48 |
|
| Bank of New York Mellon Corporation (BK) | 0.4 | $3.1M | +3% | 26k | 118.63 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $2.9M | 14k | 213.67 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $2.8M | +4% | 42k | 67.53 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $2.8M | +3% | 7.1k | 390.41 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $2.6M | +13% | 27k | 99.27 |
|
| Verizon Communications (VZ) | 0.3 | $2.5M | +2% | 49k | 50.20 |
|
| Shopify Cl A (SHOP) | 0.3 | $2.5M | +6% | 21k | 118.62 |
|
| Cardinal Health (CAH) | 0.3 | $2.4M | 12k | 211.31 |
|
|
| Southern Company (SO) | 0.3 | $2.4M | 25k | 96.52 |
|
|
| Pfizer (PFE) | 0.3 | $2.4M | +2% | 87k | 28.08 |
|
| Novartis Sponsored Adr (NVS) | 0.3 | $2.4M | 16k | 152.75 |
|
|
| Charles Schwab Corporation (SCHW) | 0.3 | $2.4M | +5% | 26k | 93.98 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $2.4M | +9% | 29k | 82.75 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $2.4M | +37% | 7.4k | 320.81 |
|
| Ventas (VTR) | 0.3 | $2.3M | 28k | 81.78 |
|
|
| Marathon Petroleum Corp (MPC) | 0.3 | $2.2M | NEW | 9.1k | 244.18 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $2.1M | +12% | 24k | 88.70 |
|
| Comfort Systems USA (FIX) | 0.2 | $2.1M | NEW | 1.5k | 1378.99 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $2.0M | -10% | 18k | 110.36 |
|
| Merck & Co (MRK) | 0.2 | $2.0M | +2% | 17k | 120.29 |
|
| Cme (CME) | 0.2 | $2.0M | 6.8k | 295.35 |
|
|
| Arm Holdings Sponsored Ads (ARM) | 0.2 | $2.0M | +12% | 13k | 151.28 |
|
| Dominion Resources (D) | 0.2 | $1.9M | +3% | 31k | 61.82 |
|
| Alliant Energy Corporation (LNT) | 0.2 | $1.9M | +2% | 26k | 71.76 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.8M | +14% | 6.4k | 286.87 |
|
| Xylem (XYL) | 0.2 | $1.8M | +5% | 15k | 119.50 |
|
| International Business Machines (IBM) | 0.2 | $1.8M | +2% | 7.5k | 242.39 |
|
| MetLife (MET) | 0.2 | $1.8M | +2% | 26k | 70.72 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $1.8M | +14% | 79k | 22.91 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.8M | -10% | 2.9k | 597.51 |
|
| Parker-Hannifin Corporation (PH) | 0.2 | $1.7M | 1.9k | 895.24 |
|
|
| Blackrock (BLK) | 0.2 | $1.7M | 1.8k | 961.71 |
|
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $1.6M | NEW | 24k | 68.78 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) | 0.2 | $1.6M | +27% | 36k | 44.62 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $1.6M | 2.2k | 697.72 |
|
|
| Texas Instruments Incorporated (TXN) | 0.2 | $1.5M | +3% | 7.9k | 194.13 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $1.5M | -6% | 17k | 91.64 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.5M | +6% | 8.9k | 169.66 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.2 | $1.4M | 35k | 40.86 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $1.4M | -28% | 18k | 78.41 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.2 | $1.3M | -3% | 32k | 42.50 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) | 0.2 | $1.3M | -20% | 29k | 45.97 |
|
| Lowe's Companies (LOW) | 0.2 | $1.3M | +4% | 5.6k | 236.28 |
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $1.3M | NEW | 6.2k | 209.02 |
|
| Chevron Corporation (CVX) | 0.1 | $1.3M | +4% | 6.1k | 206.89 |
|
| AutoZone (AZO) | 0.1 | $1.3M | 374.00 | 3377.78 |
|
|
| Public Storage (PSA) | 0.1 | $1.1M | +7% | 3.9k | 270.88 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.1 | $933k | 22k | 43.11 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $927k | +8% | 4.3k | 215.06 |
|
| UnitedHealth (UNH) | 0.1 | $911k | 3.4k | 270.59 |
|
|
| 3M Company (MMM) | 0.1 | $890k | NEW | 6.1k | 145.23 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $819k | NEW | 28k | 29.13 |
|
| Ge Aerospace Com New (GE) | 0.1 | $813k | +40% | 2.9k | 283.77 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $802k | -84% | 3.7k | 216.58 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $785k | +26% | 20k | 38.42 |
|
| Nextera Energy (NEE) | 0.1 | $784k | 8.4k | 92.88 |
|
|
| Otis Worldwide Corp (OTIS) | 0.1 | $752k | +2% | 9.8k | 77.08 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $747k | +3% | 15k | 49.89 |
|
| Johnson & Johnson (JNJ) | 0.1 | $719k | +4% | 2.9k | 244.44 |
|
| Bank of America Corporation (BAC) | 0.1 | $697k | +3% | 14k | 48.75 |
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $669k | -2% | 3.4k | 195.98 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $663k | NEW | 10k | 65.69 |
|
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.1 | $642k | 16k | 39.80 |
|
|
| Ishares Tr Intl Eqty Factor (INTF) | 0.1 | $627k | 16k | 38.96 |
|
|
| Nebius Group Shs Class A (NBIS) | 0.1 | $606k | +11% | 5.8k | 103.76 |
|
| Service Corporation International (SCI) | 0.1 | $598k | -4% | 7.2k | 82.51 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $584k | +10% | 4.4k | 132.90 |
|
| Iren Ordinary Shares (IREN) | 0.1 | $523k | NEW | 15k | 34.28 |
|
| State Street Corporation (STT) | 0.1 | $520k | +5% | 4.1k | 126.56 |
|
| Pepsi (PEP) | 0.1 | $491k | +8% | 3.2k | 155.29 |
|
| Accenture Plc Ireland Shs Cl A (ACN) | 0.1 | $485k | -92% | 2.4k | 198.29 |
|
| Msci (MSCI) | 0.1 | $465k | -93% | 862.00 | 539.01 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.1 | $453k | +55% | 5.5k | 82.87 |
|
| Church & Dwight (CHD) | 0.1 | $432k | 4.6k | 93.32 |
|
|
| PNC Financial Services (PNC) | 0.0 | $428k | +2% | 2.1k | 208.09 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $428k | NEW | 7.8k | 54.55 |
|
| Tesla Motors (TSLA) | 0.0 | $407k | -76% | 1.1k | 371.75 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $401k | -8% | 1.0k | 383.40 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $393k | +14% | 6.1k | 64.22 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $386k | +64% | 5.5k | 70.51 |
|
| Roper Industries (ROP) | 0.0 | $363k | -92% | 1.0k | 353.86 |
|
| Cisco Systems (CSCO) | 0.0 | $356k | +10% | 4.6k | 77.59 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $355k | 2.5k | 142.43 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $349k | +25% | 728.00 | 479.20 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $346k | +84% | 5.0k | 69.30 |
|
| Innovator Etfs Trust Innovator Gw 100 (NJUN) | 0.0 | $343k | 11k | 31.28 |
|
|
| Uranium Energy (UEC) | 0.0 | $331k | +17% | 25k | 13.50 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $320k | 1.0k | 318.07 |
|
|
| Lemonade (LMND) | 0.0 | $299k | +20% | 4.8k | 62.68 |
|
| Procter & Gamble Company (PG) | 0.0 | $292k | +9% | 2.0k | 144.44 |
|
| United Rentals (URI) | 0.0 | $290k | -2% | 398.00 | 728.56 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $286k | 5.0k | 57.07 |
|
|
| Guardant Health (GH) | 0.0 | $274k | +19% | 3.0k | 92.37 |
|
| Ishares Emng Mkts Eqt (EMGF) | 0.0 | $270k | 4.5k | 60.43 |
|
|
| Deere & Company (DE) | 0.0 | $263k | 467.00 | 563.30 |
|
|
| Alarm Com Hldgs (ALRM) | 0.0 | $259k | 6.0k | 43.19 |
|
|
| Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.0 | $258k | 25k | 10.21 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $255k | -3% | 1.3k | 191.81 |
|
| Paychex (PAYX) | 0.0 | $249k | 2.7k | 92.12 |
|
|
| Roku Com Cl A (ROKU) | 0.0 | $248k | +12% | 2.6k | 94.62 |
|
| D-wave Quantum (QBTS) | 0.0 | $245k | +13% | 17k | 14.43 |
|
| American Express Company (AXP) | 0.0 | $237k | +7% | 782.00 | 302.48 |
|
| Edwards Lifesciences (EW) | 0.0 | $234k | 2.9k | 80.08 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $231k | 1.1k | 206.72 |
|
|
| NBT Ban (NBTB) | 0.0 | $228k | +6% | 5.4k | 42.58 |
|
| Community Bank System (CBU) | 0.0 | $224k | NEW | 3.8k | 58.65 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $222k | 2.6k | 85.23 |
|
|
| Ionq Inc Pipe (IONQ) | 0.0 | $216k | NEW | 7.5k | 28.83 |
|
| Mongodb Cl A (MDB) | 0.0 | $211k | +17% | 863.00 | 244.77 |
|
| Symbotic Class A Com (SYM) | 0.0 | $210k | NEW | 3.9k | 53.20 |
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| Riot Blockchain (RIOT) | 0.0 | $208k | +12% | 17k | 12.36 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $207k | -11% | 1.7k | 124.31 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $207k | NEW | 474.00 | 436.79 |
|
| Rigetti Computing Common Stock (RGTI) | 0.0 | $203k | +11% | 14k | 14.04 |
|
| Reddit Cl A (RDDT) | 0.0 | $203k | +12% | 1.5k | 134.65 |
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| Cipher Mining (CIFR) | 0.0 | $165k | 13k | 12.87 |
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| Quantumscape Corp Com Cl A (QS) | 0.0 | $120k | +20% | 19k | 6.38 |
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| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $86k | +11% | 28k | 3.07 |
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| Aurora Innovation Class A Com (AUR) | 0.0 | $65k | +9% | 16k | 4.12 |
|
Past Filings by Ascent Wealth Partners
SEC 13F filings are viewable for Ascent Wealth Partners going back to 2018
- Ascent Wealth Partners 2026 Q1 filed May 6, 2026
- Ascent Wealth Partners 2025 Q4 filed Feb. 2, 2026
- Ascent Wealth Partners 2025 Q3 filed Oct. 21, 2025
- Ascent Wealth Partners 2025 Q2 filed Aug. 12, 2025
- Ascent Wealth Partners 2025 Q1 filed May 2, 2025
- Ascent Wealth Partners 2024 Q4 filed Feb. 4, 2025
- Ascent Wealth Partners 2024 Q3 filed Oct. 31, 2024
- Ascent Wealth Partners 2024 Q2 filed July 31, 2024
- Ascent Wealth Partners 2024 Q1 filed May 1, 2024
- Ascent Wealth Partners 2023 Q4 filed Jan. 22, 2024
- Ascent Wealth Partners 2023 Q3 filed Oct. 20, 2023
- Ascent Wealth Partners 2023 Q2 filed Aug. 4, 2023
- Ascent Wealth Partners 2023 Q1 filed April 25, 2023
- Ascent Wealth Partners 2022 Q4 filed Feb. 2, 2023
- Ascent Wealth Partners 2022 Q3 filed Nov. 14, 2022
- Ascent Wealth Partners 2022 Q2 filed Aug. 10, 2022