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, AMAT, MDY, and represent 24.59% of Ascent Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: IWF (+$44M), KLAC (+$9.9M), ETN (+$6.8M), MSFT, META, QQQ, ISRG, AAPL, FIX, RSP.
- Started 16 new stock positions in VTHR, GLW, SPCX, VRT, TSM, ACHR, U, IWM, MAS, LRCX. ISRG, ETN, PJUN, MU, IVV, ELV.
- Reduced shares in these 10 stocks: ADP (-$11M), LLY (-$8.0M), PJAN (-$7.7M), VLO, MCO, GOOGL, , PAUG, MELI, XOM.
- Sold out of its positions in LLY, MCO, ROKU, XYL.
- Ascent Wealth Partners was a net buyer of stock by $66M.
- Ascent Wealth Partners has $1.0B in assets under management (AUM), dropping by 16.24%.
- Central Index Key (CIK): 0001546865
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Portfolio Holdings for Ascent Wealth Partners
Ascent Wealth Partners holds 200 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 7.4 | $74M | +3% | 100k | 736.40 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 5.8 | $58M | +305% | 470k | 124.17 |
|
| Apple (AAPL) | 4.8 | $48M | +5% | 166k | 289.36 |
|
| Applied Materials (AMAT) | 3.6 | $36M | 49k | 723.00 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 3.0 | $30M | +3% | 43k | 703.34 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $27M | -6% | 75k | 357.37 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.6 | $27M | +8% | 125k | 212.77 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 2.4 | $24M | +5% | 483k | 49.55 |
|
| Microsoft Corporation (MSFT) | 2.3 | $23M | +23% | 61k | 373.02 |
|
| Ishares Core Msci Emkt (IEMG) | 1.9 | $19M | +4% | 231k | 82.84 |
|
| Caterpillar (CAT) | 1.7 | $17M | +2% | 16k | 1064.93 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.7 | $17M | +5% | 56k | 303.12 |
|
| JPMorgan Chase & Co. (JPM) | 1.7 | $17M | 52k | 327.33 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 1.7 | $17M | +4% | 46k | 368.38 |
|
| Abbvie (ABBV) | 1.6 | $16M | +7% | 64k | 251.64 |
|
| Wal-Mart Stores (WMT) | 1.5 | $15M | +4% | 132k | 113.26 |
|
| Palo Alto Networks (PANW) | 1.5 | $15M | 43k | 341.02 |
|
|
| Cummins (CMI) | 1.3 | $13M | 19k | 713.21 |
|
|
| NVIDIA Corporation (NVDA) | 1.3 | $13M | 64k | 200.09 |
|
|
| Raytheon Technologies Corp (RTX) | 1.3 | $13M | +2% | 67k | 189.73 |
|
| Ge Vernova (GEV) | 1.3 | $13M | +3% | 11k | 1174.86 |
|
| Meta Platforms Cl A (META) | 1.2 | $12M | +31% | 21k | 563.29 |
|
| Amazon (AMZN) | 1.2 | $12M | +2% | 49k | 238.34 |
|
| Ameriprise Financial (AMP) | 1.1 | $11M | +3% | 24k | 458.76 |
|
| Kla Corp Com New (KLAC) | 1.1 | $11M | +921% | 36k | 301.71 |
|
| Amphenol Corp Cl A (APH) | 1.1 | $11M | 61k | 176.32 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $11M | -6% | 14k | 746.78 |
|
| Quanta Services (PWR) | 1.0 | $11M | 15k | 720.04 |
|
|
| Visa Com Cl A (V) | 1.0 | $10M | 29k | 343.09 |
|
|
| Stryker Corporation (SYK) | 1.0 | $9.8M | +3% | 31k | 314.85 |
|
| Home Depot (HD) | 1.0 | $9.7M | +3% | 28k | 352.68 |
|
| Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) | 1.0 | $9.6M | -11% | 210k | 45.64 |
|
| Broadcom (AVGO) | 1.0 | $9.5M | 25k | 377.75 |
|
|
| Axon Enterprise (AXON) | 0.9 | $9.2M | +5% | 16k | 562.84 |
|
| Mastercard Incorporated Cl A (MA) | 0.9 | $8.6M | +2% | 17k | 513.60 |
|
| Goldman Sachs (GS) | 0.8 | $7.8M | +2% | 7.7k | 1011.34 |
|
| Illinois Tool Works (ITW) | 0.8 | $7.6M | +2% | 28k | 270.47 |
|
| PPL Corporation (PPL) | 0.8 | $7.5M | +2% | 207k | 36.35 |
|
| Rockwell Automation (ROK) | 0.7 | $7.5M | +3% | 15k | 495.08 |
|
| Gilead Sciences (GILD) | 0.7 | $7.4M | +2% | 59k | 126.34 |
|
| Qualcomm (QCOM) | 0.7 | $7.4M | 40k | 184.79 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $7.4M | 54k | 137.53 |
|
|
| Waste Management (WM) | 0.7 | $7.3M | 33k | 222.88 |
|
|
| Air Products & Chemicals (APD) | 0.7 | $7.3M | 25k | 293.18 |
|
|
| Cintas Corporation (CTAS) | 0.7 | $7.0M | +2% | 41k | 170.08 |
|
| Eaton Corp SHS (ETN) | 0.7 | $6.8M | NEW | 16k | 426.12 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $6.5M | 92k | 71.25 |
|
|
| Abbott Laboratories (ABT) | 0.6 | $6.3M | +6% | 69k | 90.74 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.6 | $6.2M | 15k | 426.40 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $6.0M | 27k | 227.06 |
|
|
| Oracle Corporation (ORCL) | 0.6 | $6.0M | +3% | 41k | 146.55 |
|
| TJX Companies (TJX) | 0.6 | $5.9M | +3% | 39k | 151.50 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $5.5M | 7.2k | 763.14 |
|
|
| Comfort Systems USA (FIX) | 0.5 | $5.5M | +84% | 2.8k | 1981.95 |
|
| Lauder Estee Cos Cl A (EL) | 0.5 | $5.3M | +36% | 67k | 78.95 |
|
| Amgen (AMGN) | 0.5 | $5.1M | +8% | 14k | 362.12 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $5.1M | 86k | 59.69 |
|
|
| Costco Wholesale Corporation (COST) | 0.5 | $5.1M | 5.5k | 935.47 |
|
|
| Arm Holdings Sponsored Ads (ARM) | 0.5 | $4.8M | 13k | 356.48 |
|
|
| Netflix (NFLX) | 0.4 | $4.5M | +20% | 63k | 71.40 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $4.4M | +54% | 38k | 116.67 |
|
| Valero Energy Corporation (VLO) | 0.4 | $4.3M | -49% | 17k | 260.44 |
|
| Bank of New York Mellon Corporation (BNY) | 0.4 | $4.0M | +3% | 27k | 144.61 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.4 | $3.9M | -66% | 80k | 49.49 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.4 | $3.7M | -2% | 41k | 89.14 |
|
| Shopify Cl A (SHOP) | 0.3 | $3.3M | +39% | 29k | 114.18 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $3.3M | 14k | 242.43 |
|
|
| Huntington Ingalls Inds (HII) | 0.3 | $3.3M | +3% | 12k | 279.89 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.3 | $3.2M | -15% | 75k | 43.06 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $3.2M | 41k | 77.11 |
|
|
| McDonald's Corporation (MCD) | 0.3 | $3.1M | 12k | 270.31 |
|
|
| Cardinal Health (CAH) | 0.3 | $2.9M | +4% | 12k | 237.56 |
|
| ResMed (RMD) | 0.3 | $2.9M | +3% | 15k | 194.88 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $2.7M | +3% | 27k | 98.98 |
|
| International Business Machines (IBM) | 0.3 | $2.6M | +24% | 9.3k | 281.21 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $2.6M | NEW | 6.6k | 397.68 |
|
| Novartis Sponsored Adr (NVS) | 0.3 | $2.6M | +3% | 17k | 156.72 |
|
| MercadoLibre (MELI) | 0.3 | $2.6M | -32% | 1.5k | 1697.39 |
|
| Northrop Grumman Corporation (NOC) | 0.3 | $2.6M | +3% | 5.0k | 509.31 |
|
| Ventas (VTR) | 0.3 | $2.6M | +3% | 29k | 88.80 |
|
| Southern Company (SO) | 0.2 | $2.5M | +2% | 26k | 95.71 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.5M | +8% | 7.0k | 353.34 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $2.5M | +3% | 27k | 92.27 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $2.4M | 29k | 82.65 |
|
|
| Marathon Petroleum Corp (MPC) | 0.2 | $2.4M | +3% | 9.4k | 255.67 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $2.4M | 7.9k | 298.06 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $2.3M | 24k | 96.43 |
|
|
| Merck & Co (MRK) | 0.2 | $2.2M | +2% | 17k | 128.50 |
|
| MetLife (MET) | 0.2 | $2.2M | 26k | 84.61 |
|
|
| Dominion Resources (D) | 0.2 | $2.2M | +2% | 32k | 68.29 |
|
| Pfizer (PFE) | 0.2 | $2.2M | +3% | 90k | 24.08 |
|
| Verizon Communications (VZ) | 0.2 | $2.1M | +2% | 50k | 42.34 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $2.1M | +700% | 18k | 119.52 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $2.1M | NEW | 6.2k | 334.82 |
|
| Alliant Energy Corporation (LNT) | 0.2 | $2.1M | +3% | 27k | 76.29 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.0M | 2.9k | 686.85 |
|
|
| Parker-Hannifin Corporation (PH) | 0.2 | $1.9M | 1.9k | 978.12 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $1.9M | -6% | 17k | 109.43 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.9M | -31% | 5.0k | 370.04 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $1.8M | +2% | 81k | 22.78 |
|
| Blackrock (BLK) | 0.2 | $1.8M | +4% | 1.8k | 961.56 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $1.7M | +2% | 24k | 68.93 |
|
| Te Connectivity Ord Shs (TEL) | 0.2 | $1.6M | +27% | 7.8k | 201.61 |
|
| Cme (CME) | 0.2 | $1.6M | +4% | 7.1k | 220.83 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.2 | $1.6M | 35k | 44.35 |
|
|
| 3M Company (MMM) | 0.1 | $1.5M | +49% | 9.2k | 161.91 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.1 | $1.5M | 32k | 45.89 |
|
|
| UnitedHealth (UNH) | 0.1 | $1.4M | 3.4k | 415.63 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.4M | 18k | 77.91 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $1.4M | -9% | 15k | 91.64 |
|
| Lowe's Companies (LOW) | 0.1 | $1.4M | +10% | 6.1k | 220.49 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) | 0.1 | $1.3M | -6% | 27k | 48.81 |
|
| Public Storage (PSA) | 0.1 | $1.3M | +3% | 4.0k | 318.31 |
|
| Nebius Group Shs Class A (NBIS) | 0.1 | $1.3M | -21% | 4.6k | 276.17 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) | 0.1 | $1.2M | -28% | 26k | 47.77 |
|
| AutoZone (AZO) | 0.1 | $1.2M | 374.00 | 3195.94 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $1.1M | 2.9k | 373.73 |
|
|
| Chevron Corporation (CVX) | 0.1 | $1.0M | +2% | 6.3k | 165.75 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.1 | $1.0M | 22k | 46.41 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $927k | -9% | 3.9k | 236.62 |
|
| Bank of America Corporation (BAC) | 0.1 | $844k | +3% | 15k | 56.98 |
|
| Nextera Energy (NEE) | 0.1 | $837k | +13% | 9.5k | 87.77 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $835k | 4.4k | 190.52 |
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| M&T Bank Corporation (MTB) | 0.1 | $798k | +199% | 3.4k | 238.01 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $773k | 15k | 50.58 |
|
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| Johnson & Johnson (JNJ) | 0.1 | $747k | 2.9k | 253.97 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $727k | +4% | 10k | 71.60 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $724k | 3.4k | 211.95 |
|
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $711k | -16% | 3.1k | 229.57 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $710k | +4% | 21k | 33.29 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $709k | -25% | 21k | 33.84 |
|
| Iren Ordinary Shares (IREN) | 0.1 | $707k | 16k | 45.73 |
|
|
| Rocket Lab Corp (RKLB) | 0.1 | $698k | +12% | 6.9k | 101.65 |
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| State Street Corporation (STT) | 0.1 | $696k | 4.1k | 169.60 |
|
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $694k | +2% | 10k | 67.24 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $687k | 1.0k | 655.89 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $686k | -93% | 3.1k | 223.95 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.1 | $664k | +36% | 7.5k | 88.86 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 0.1 | $659k | 16k | 40.96 |
|
|
| Tesla Motors (TSLA) | 0.1 | $650k | +41% | 1.5k | 420.60 |
|
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.1 | $560k | -17% | 13k | 42.20 |
|
| Rigetti Computing Common Stock (RGTI) | 0.1 | $555k | +99% | 29k | 19.32 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $541k | +8% | 5.4k | 100.28 |
|
| Cisco Systems (CSCO) | 0.1 | $540k | 4.6k | 117.45 |
|
|
| Service Corporation International (SCI) | 0.1 | $524k | -4% | 6.9k | 75.96 |
|
| Guardant Health (GH) | 0.1 | $509k | +14% | 3.4k | 150.03 |
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| PNC Financial Services (PNC) | 0.1 | $507k | 2.1k | 246.22 |
|
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| Riot Blockchain (RIOT) | 0.0 | $489k | +5% | 18k | 27.38 |
|
| Msci (MSCI) | 0.0 | $483k | 862.00 | 560.04 |
|
|
| United Rentals (URI) | 0.0 | $451k | 398.00 | 1132.89 |
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| Church & Dwight (CHD) | 0.0 | $449k | 4.6k | 96.88 |
|
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| Micron Technology (MU) | 0.0 | $439k | NEW | 380.00 | 1154.29 |
|
| D-wave Quantum (QBTS) | 0.0 | $438k | +7% | 18k | 23.99 |
|
| Ionq Inc Pipe (IONQ) | 0.0 | $436k | +9% | 8.2k | 53.26 |
|
| Pepsi (PEP) | 0.0 | $428k | 3.2k | 135.40 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $410k | 2.5k | 164.27 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $394k | NEW | 910.00 | 433.33 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $389k | +6% | 778.00 | 500.39 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $377k | -21% | 6.2k | 61.23 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $368k | 1.0k | 365.87 |
|
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| Roper Industries (ROP) | 0.0 | $347k | 1.0k | 338.39 |
|
|
| Lemonade (LMND) | 0.0 | $337k | +8% | 5.2k | 65.05 |
|
| Ishares Emng Mkts Eqt (EMGF) | 0.0 | $327k | 4.5k | 73.26 |
|
|
| Cipher Mining (CIFR) | 0.0 | $314k | 13k | 24.50 |
|
|
| Mongodb Cl A (MDB) | 0.0 | $313k | +8% | 933.00 | 335.90 |
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| Corning Incorporated (GLW) | 0.0 | $312k | NEW | 1.2k | 255.43 |
|
| Accenture Plc Ireland Shs Cl A (ACN) | 0.0 | $304k | 2.4k | 124.44 |
|
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $302k | +10% | 6.1k | 49.86 |
|
| Deere & Company (DE) | 0.0 | $296k | 467.00 | 634.33 |
|
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| Procter & Gamble Company (PG) | 0.0 | $296k | 2.0k | 146.64 |
|
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $295k | NEW | 1.7k | 170.86 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $291k | 1.3k | 219.43 |
|
|
| Uranium Energy (UEC) | 0.0 | $286k | +9% | 27k | 10.66 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $283k | 5.0k | 56.33 |
|
|
| Reddit Cl A (RDDT) | 0.0 | $281k | +7% | 1.6k | 173.58 |
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| Alarm Com Hldgs (ALRM) | 0.0 | $280k | 6.0k | 46.72 |
|
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| Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.0 | $271k | 25k | 10.72 |
|
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| Paychex (PAYX) | 0.0 | $266k | 2.7k | 98.33 |
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| Edwards Lifesciences (EW) | 0.0 | $265k | 2.9k | 90.46 |
|
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| American Express Company (AXP) | 0.0 | $265k | 782.00 | 338.25 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $260k | -78% | 1.9k | 136.72 |
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| Community Bank System (CBU) | 0.0 | $258k | 3.8k | 67.11 |
|
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| Masco Corporation (MAS) | 0.0 | $257k | NEW | 3.2k | 81.37 |
|
| NBT Ban (NBTB) | 0.0 | $251k | -4% | 5.1k | 49.37 |
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| Anthem (ELV) | 0.0 | $250k | NEW | 646.00 | 386.73 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $247k | 1.7k | 148.31 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $245k | +500% | 2.8k | 86.14 |
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| Colgate-Palmolive Company (CL) | 0.0 | $239k | 2.6k | 91.68 |
|
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| Innovator Etfs Trust Innovator Gw 100 (NJUN) | 0.0 | $230k | -36% | 7.0k | 32.86 |
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| Unity Software (U) | 0.0 | $223k | NEW | 7.8k | 28.58 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $218k | NEW | 291.00 | 748.56 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.0 | $210k | NEW | 4.9k | 43.23 |
|
| Symbotic Class A Com (SYM) | 0.0 | $208k | +17% | 4.6k | 44.95 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $202k | NEW | 671.00 | 300.48 |
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.0 | $201k | NEW | 606.00 | 331.43 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $200k | NEW | 419.00 | 477.57 |
|
| Quantumscape Corp Com Cl A (QS) | 0.0 | $154k | +8% | 20k | 7.56 |
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $132k | NEW | 28k | 4.73 |
|
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $130k | +26% | 36k | 3.67 |
|
| Aurora Innovation Class A Com (AUR) | 0.0 | $117k | +8% | 17k | 6.82 |
|
Past Filings by Ascent Wealth Partners
SEC 13F filings are viewable for Ascent Wealth Partners going back to 2018
- Ascent Wealth Partners 2026 Q2 filed July 31, 2026
- 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