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, MSFT, MDY, and represent 24.48% of Ascent Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: LLY (+$11M), BDX (+$8.0M), CRWD (+$5.6M), APH (+$5.1M), ROL, MA, APD, JNJ, XOM, MDLZ.
- Started 20 new stock positions in BDX, MDLZ, NTRA, PLPC, PM, LMT, LLY, SHEL, MS, BE. SOFI, UNP, ONEQ, ROL, OUST, DFAX, XOM, TEM, PSEP, AMD.
- Reduced shares in these 10 stocks: AMAT (-$8.0M), ORCL, GEV, AGG, SPY, D, CMI, QQQ, PANW, GLW.
- Sold out of its positions in GLW, NJUN, AGG, IWM, RXRX, TSM.
- Ascent Wealth Partners was a net buyer of stock by $31M.
- Ascent Wealth Partners has $1.0B in assets under management (AUM), dropping by 1.28%.
- Central Index Key (CIK): 0001546865
Tip: Access up to 7 years of quarterly data
Positions held by Ascent Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Ascent Wealth Partners
Ascent Wealth Partners holds 214 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 7.2 | $73M | 99k | 739.77 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 5.8 | $59M | 469k | 125.26 |
|
|
| Apple (AAPL) | 5.5 | $56M | 168k | 333.02 |
|
|
| Microsoft Corporation (MSFT) | 3.1 | $31M | 61k | 512.90 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.8 | $29M | 44k | 656.71 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.6 | $27M | +2% | 127k | 208.02 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $26M | 76k | 344.08 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 2.4 | $25M | +2% | 495k | 49.47 |
|
| Ishares Core Msci Emkt (IEMG) | 1.9 | $19M | +2% | 236k | 81.16 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.8 | $18M | +4% | 48k | 380.84 |
|
| Applied Materials (AMAT) | 1.7 | $17M | -31% | 34k | 511.38 |
|
| JPMorgan Chase & Co. (JPM) | 1.7 | $17M | 52k | 330.83 |
|
|
| Abbvie (ABBV) | 1.7 | $17M | 64k | 261.59 |
|
|
| Palo Alto Networks (PANW) | 1.6 | $17M | -2% | 42k | 397.31 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.6 | $16M | +2% | 58k | 284.49 |
|
| Meta Platforms Cl A (META) | 1.5 | $15M | 21k | 725.18 |
|
|
| NVIDIA Corporation (NVDA) | 1.5 | $15M | 65k | 228.38 |
|
|
| Wal-Mart Stores (WMT) | 1.4 | $14M | 133k | 103.92 |
|
|
| Caterpillar (CAT) | 1.3 | $13M | 16k | 810.81 |
|
|
| Raytheon Technologies Corp (RTX) | 1.2 | $12M | 67k | 185.65 |
|
|
| Amazon (AMZN) | 1.2 | $12M | 50k | 249.15 |
|
|
| Mastercard Incorporated Cl A (MA) | 1.2 | $12M | +27% | 21k | 551.47 |
|
| Ameriprise Financial (AMP) | 1.2 | $12M | 24k | 492.35 |
|
|
| Eli Lilly & Co. (LLY) | 1.0 | $11M | NEW | 9.1k | 1157.10 |
|
| Visa Com Cl A (V) | 1.0 | $10M | 29k | 359.33 |
|
|
| Amphenol Corp Cl A (APH) | 1.0 | $10M | +99% | 121k | 84.30 |
|
| Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) | 0.9 | $9.5M | -3% | 204k | 46.65 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $9.5M | -12% | 12k | 762.64 |
|
| Quanta Services (PWR) | 0.9 | $9.3M | 15k | 642.51 |
|
|
| Broadcom (AVGO) | 0.9 | $9.1M | +2% | 26k | 351.19 |
|
| Air Products & Chemicals (APD) | 0.9 | $9.0M | +30% | 32k | 278.23 |
|
| Cummins (CMI) | 0.9 | $8.7M | -9% | 17k | 516.57 |
|
| Gilead Sciences (GILD) | 0.9 | $8.6M | 58k | 149.05 |
|
|
| Stryker Corporation (SYK) | 0.8 | $8.5M | 31k | 275.39 |
|
|
| Becton, Dickinson and (BDX) | 0.8 | $8.0M | NEW | 45k | 179.00 |
|
| Cintas Corporation (CTAS) | 0.8 | $7.9M | 41k | 195.06 |
|
|
| Home Depot (HD) | 0.8 | $7.7M | 27k | 284.49 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $7.6M | +294% | 29k | 264.75 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $7.5M | 53k | 142.26 |
|
|
| Qualcomm (QCOM) | 0.7 | $7.3M | 40k | 184.04 |
|
|
| Kla Corp Com New (KLAC) | 0.7 | $7.2M | 37k | 194.93 |
|
|
| Illinois Tool Works (ITW) | 0.7 | $7.2M | 28k | 257.28 |
|
|
| Ge Vernova (GEV) | 0.7 | $7.1M | -29% | 7.5k | 950.49 |
|
| Goldman Sachs (GS) | 0.7 | $7.0M | 7.8k | 900.35 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.7 | $6.9M | -2% | 37k | 187.05 |
|
| Abbott Laboratories (ABT) | 0.7 | $6.9M | 70k | 98.83 |
|
|
| PPL Corporation (PPL) | 0.7 | $6.9M | 208k | 32.89 |
|
|
| Axon Enterprise (AXON) | 0.7 | $6.8M | 16k | 422.52 |
|
|
| Eaton Corp SHS (ETN) | 0.7 | $6.7M | 16k | 429.71 |
|
|
| Waste Management (WM) | 0.7 | $6.7M | 33k | 203.92 |
|
|
| Rockwell Automation (ROK) | 0.6 | $6.6M | 15k | 435.33 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $6.5M | 91k | 70.61 |
|
|
| Valero Energy Corporation (VLO) | 0.6 | $6.3M | 16k | 387.61 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.6 | $6.3M | 15k | 431.66 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.6 | $6.1M | 66k | 92.77 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $5.9M | 26k | 228.28 |
|
|
| Amgen (AMGN) | 0.6 | $5.9M | 14k | 421.51 |
|
|
| TJX Companies (TJX) | 0.5 | $5.2M | 39k | 132.31 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $5.1M | 86k | 59.31 |
|
|
| Costco Wholesale Corporation (COST) | 0.5 | $5.0M | 5.5k | 910.34 |
|
|
| Comfort Systems USA (FIX) | 0.5 | $4.6M | 2.8k | 1654.09 |
|
|
| Netflix (NFLX) | 0.4 | $4.4M | 64k | 69.58 |
|
|
| Shopify Cl A (SHOP) | 0.4 | $4.3M | 29k | 148.30 |
|
|
| Bank of New York Mellon Corporation (BNY) | 0.4 | $4.0M | 28k | 144.63 |
|
|
| Arm Holdings Sponsored Ads (ARM) | 0.4 | $4.0M | +3% | 14k | 289.66 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.4 | $3.9M | -3% | 77k | 50.72 |
|
| Marathon Petroleum Corp (MPC) | 0.4 | $3.7M | -2% | 9.2k | 395.42 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.3 | $3.4M | 41k | 83.56 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.3 | $3.3M | 74k | 44.05 |
|
|
| ResMed (RMD) | 0.3 | $3.2M | 15k | 221.10 |
|
|
| Rollins (ROL) | 0.3 | $3.1M | NEW | 103k | 30.12 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $3.1M | -8% | 12k | 247.93 |
|
| Huntington Ingalls Inds (HII) | 0.3 | $3.0M | -2% | 11k | 267.07 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $2.9M | -2% | 40k | 71.95 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $2.7M | +2% | 6.8k | 406.63 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $2.7M | +19% | 35k | 78.31 |
|
| Cardinal Health (CAH) | 0.3 | $2.7M | 12k | 222.50 |
|
|
| McDonald's Corporation (MCD) | 0.3 | $2.7M | 12k | 230.94 |
|
|
| MercadoLibre (MELI) | 0.3 | $2.6M | 1.5k | 1728.53 |
|
|
| Pfizer (PFE) | 0.3 | $2.6M | 91k | 28.52 |
|
|
| Charles Schwab Corporation (SCHW) | 0.3 | $2.6M | 26k | 97.74 |
|
|
| Merck & Co (MRK) | 0.2 | $2.5M | 17k | 145.31 |
|
|
| MetLife (MET) | 0.2 | $2.5M | 26k | 94.16 |
|
|
| Ventas (VTR) | 0.2 | $2.5M | 29k | 85.02 |
|
|
| Northrop Grumman Corporation (NOC) | 0.2 | $2.5M | 5.1k | 483.48 |
|
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $2.4M | +57% | 38k | 62.73 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.4M | 7.0k | 340.75 |
|
|
| Novartis Sponsored Adr (NVS) | 0.2 | $2.4M | 17k | 142.57 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $2.4M | +204% | 9.0k | 264.74 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $2.3M | +32% | 106k | 21.87 |
|
| Verizon Communications (VZ) | 0.2 | $2.3M | 51k | 45.87 |
|
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $2.3M | +2% | 18k | 125.67 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $2.3M | +2% | 8.1k | 280.08 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $2.2M | 24k | 89.63 |
|
|
| Southern Company (SO) | 0.2 | $2.2M | 26k | 82.89 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.1M | +2% | 3.0k | 700.91 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $2.1M | +15% | 20k | 104.04 |
|
| International Business Machines (IBM) | 0.2 | $2.0M | 9.3k | 219.93 |
|
|
| Blackrock (BLK) | 0.2 | $2.0M | +2% | 1.9k | 1058.29 |
|
| Cme (CME) | 0.2 | $1.9M | 7.2k | 261.98 |
|
|
| Parker-Hannifin Corporation (PH) | 0.2 | $1.8M | 1.9k | 955.42 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.8M | -6% | 4.7k | 374.24 |
|
| Alliant Energy Corporation (LNT) | 0.2 | $1.7M | 27k | 63.30 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.2 | $1.7M | 8.0k | 211.08 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.2 | $1.6M | -2% | 35k | 45.62 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $1.5M | +2% | 6.4k | 241.31 |
|
| 3M Company (MMM) | 0.1 | $1.5M | 9.2k | 164.15 |
|
|
| Exxonmobil Holdings Corp Com Shs (XOM) | 0.1 | $1.5M | NEW | 9.3k | 162.75 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.4M | +6% | 19k | 76.40 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.1 | $1.3M | -12% | 28k | 47.11 |
|
| Chevron Corporation (CVX) | 0.1 | $1.3M | +2% | 6.4k | 204.20 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) | 0.1 | $1.3M | 26k | 48.96 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.2M | NEW | 22k | 57.82 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $1.2M | -9% | 14k | 91.64 |
|
| UnitedHealth (UNH) | 0.1 | $1.2M | 3.4k | 367.08 |
|
|
| Nebius Group Shs Class A (NBIS) | 0.1 | $1.2M | +11% | 5.1k | 235.88 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) | 0.1 | $1.2M | -10% | 24k | 49.68 |
|
| Public Storage (PSA) | 0.1 | $1.2M | 4.1k | 282.84 |
|
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $1.1M | +76% | 18k | 63.13 |
|
| Dominion Resources (D) | 0.1 | $1.1M | -44% | 18k | 60.52 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $1.1M | +5% | 23k | 47.34 |
|
| Lowe's Companies (LOW) | 0.1 | $1.1M | -6% | 5.8k | 184.29 |
|
| AutoZone (AZO) | 0.1 | $1.1M | 374.00 | 2830.02 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $954k | +6% | 3.1k | 312.29 |
|
| Morgan Stanley Com New (MS) | 0.1 | $950k | NEW | 5.1k | 188.08 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $914k | 3.9k | 233.31 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.1 | $885k | -14% | 19k | 47.89 |
|
| Oracle Corporation (ORCL) | 0.1 | $882k | -84% | 6.4k | 137.30 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $858k | 4.4k | 195.75 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $844k | +16% | 18k | 47.36 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 0.1 | $822k | +23% | 20k | 41.51 |
|
| Bank of America Corporation (BAC) | 0.1 | $811k | 15k | 54.43 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $796k | 3.4k | 233.07 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $751k | -4% | 2.9k | 258.06 |
|
| Philip Morris International (PM) | 0.1 | $737k | NEW | 3.9k | 190.82 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $736k | -2% | 21k | 35.93 |
|
| M&T Bank Corporation (MTB) | 0.1 | $731k | 3.4k | 217.60 |
|
|
| Nextera Energy (NEE) | 0.1 | $723k | 9.6k | 75.74 |
|
|
| State Street Corporation (STT) | 0.1 | $717k | 4.1k | 174.59 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $709k | NEW | 1.4k | 508.89 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $689k | -2% | 3.0k | 228.11 |
|
| Guardant Health (GH) | 0.1 | $675k | +11% | 3.8k | 178.36 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $675k | +11% | 6.0k | 112.50 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $656k | 10k | 64.32 |
|
|
| Iren Ordinary Shares (IREN) | 0.1 | $649k | +2% | 16k | 40.88 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $638k | 1.0k | 609.00 |
|
|
| Tesla Motors (TSLA) | 0.1 | $560k | +2% | 1.6k | 354.81 |
|
| Rocket Lab Corp (RKLB) | 0.1 | $547k | +14% | 7.9k | 69.68 |
|
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.1 | $543k | -5% | 13k | 43.18 |
|
| Rigetti Computing Common Stock (RGTI) | 0.1 | $519k | +14% | 33k | 15.74 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.1 | $516k | +17% | 8.8k | 58.86 |
|
| Cisco Systems (CSCO) | 0.0 | $501k | 4.7k | 107.63 |
|
|
| Service Corporation International (SCI) | 0.0 | $491k | -6% | 6.4k | 76.15 |
|
| Preformed Line Products Company (PLPC) | 0.0 | $489k | NEW | 1.2k | 407.20 |
|
| Msci (MSCI) | 0.0 | $464k | 862.00 | 538.66 |
|
|
| PNC Financial Services (PNC) | 0.0 | $457k | 2.1k | 222.26 |
|
|
| Accenture Plc Ireland Shs Cl A (ACN) | 0.0 | $448k | 2.4k | 183.37 |
|
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $448k | +71% | 3.0k | 150.86 |
|
| Church & Dwight (CHD) | 0.0 | $436k | 4.6k | 94.22 |
|
|
| Micron Technology (MU) | 0.0 | $423k | +4% | 397.00 | 1065.11 |
|
| Ionq Inc Pipe (IONQ) | 0.0 | $417k | +16% | 9.5k | 43.86 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $415k | 2.5k | 166.28 |
|
|
| Riot Blockchain (RIOT) | 0.0 | $409k | +13% | 20k | 20.15 |
|
| United Rentals (URI) | 0.0 | $405k | 405.00 | 1000.78 |
|
|
| Pepsi (PEP) | 0.0 | $401k | 3.2k | 126.72 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $397k | +2% | 798.00 | 497.95 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $391k | 6.2k | 63.61 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $384k | 1.0k | 382.08 |
|
|
| Mongodb Cl A (MDB) | 0.0 | $362k | +11% | 1.0k | 348.61 |
|
| Roper Industries (ROP) | 0.0 | $358k | 1.0k | 349.41 |
|
|
| Unity Software (U) | 0.0 | $357k | +11% | 8.7k | 40.93 |
|
| Shell Spon Ads (SHEL) | 0.0 | $349k | NEW | 3.7k | 95.05 |
|
| D-wave Quantum (QBTS) | 0.0 | $343k | +13% | 21k | 16.57 |
|
| Reddit Cl A (RDDT) | 0.0 | $329k | +42% | 2.3k | 142.44 |
|
| Alarm Com Hldgs (ALRM) | 0.0 | $327k | 6.0k | 54.47 |
|
|
| Ishares Emng Mkts Eqt (EMGF) | 0.0 | $320k | 4.5k | 71.54 |
|
|
| Deere & Company (DE) | 0.0 | $314k | 467.00 | 671.55 |
|
|
| Exxon Mobil Corporation | 0.0 | $309k | 1.9k | 162.75 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $299k | +34% | 391.00 | 765.60 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $299k | 910.00 | 328.51 |
|
|
| Natera (NTRA) | 0.0 | $296k | NEW | 716.00 | 413.31 |
|
| Procter & Gamble Company (PG) | 0.0 | $295k | 2.0k | 145.28 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $295k | 1.3k | 222.24 |
|
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $293k | +13% | 6.9k | 42.69 |
|
| Tempus Ai Cl A (TEM) | 0.0 | $288k | NEW | 3.5k | 81.90 |
|
| Advanced Micro Devices (AMD) | 0.0 | $288k | NEW | 600.00 | 479.46 |
|
| Uranium Energy (UEC) | 0.0 | $286k | +12% | 30k | 9.45 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $282k | 5.0k | 56.32 |
|
|
| Paychex (PAYX) | 0.0 | $266k | 2.7k | 98.50 |
|
|
| Lemonade (LMND) | 0.0 | $261k | +11% | 5.8k | 45.14 |
|
| NBT Ban (NBTB) | 0.0 | $257k | 5.1k | 50.16 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $256k | 2.8k | 90.11 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $253k | 2.9k | 86.32 |
|
|
| Anthem (ELV) | 0.0 | $251k | 646.00 | 388.82 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $249k | NEW | 898.00 | 276.98 |
|
| Union Pacific Corporation (UNP) | 0.0 | $245k | NEW | 900.00 | 272.13 |
|
| American Express Company (AXP) | 0.0 | $238k | 782.00 | 304.10 |
|
|
| Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.0 | $233k | 25k | 9.24 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $231k | +3% | 2.7k | 85.32 |
|
| Community Bank System (CBU) | 0.0 | $230k | 3.9k | 59.54 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.0 | $227k | NEW | 4.8k | 46.86 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $226k | 1.7k | 136.04 |
|
|
| Ouster Com New (OUST) | 0.0 | $222k | NEW | 5.5k | 40.34 |
|
| Symbotic Class A Com (SYM) | 0.0 | $218k | +11% | 5.2k | 42.07 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.0 | $214k | 4.9k | 43.99 |
|
|
| Masco Corporation (MAS) | 0.0 | $213k | 3.2k | 67.40 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $209k | NEW | 5.6k | 37.02 |
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.0 | $203k | 606.00 | 335.50 |
|
|
| Cipher Mining (CIFR) | 0.0 | $203k | 13k | 15.82 |
|
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $201k | NEW | 1.9k | 105.84 |
|
| Sofi Technologies (SOFI) | 0.0 | $167k | NEW | 11k | 15.72 |
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $158k | +14% | 32k | 4.97 |
|
| Quantumscape Corp Com Cl A (QS) | 0.0 | $108k | +13% | 23k | 4.64 |
|
| Aurora Innovation Class A Com (AUR) | 0.0 | $107k | +13% | 19k | 5.54 |
|
Past Filings by Ascent Wealth Partners
SEC 13F filings are viewable for Ascent Wealth Partners going back to 2018
- Ascent Wealth Partners 2026 Q3 filed Oct. 23, 2026
- 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