Ascent Wealth Partners
$1.0B 13F equity value
205 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 100,147 | $74M | 7.4% |
| IWF | ISHARES TR | 470,096 | $58M | 5.8% |
| AAPL | APPLE INC | 165,586 | $48M | 4.8% |
| AMAT | APPLIED MATLS INC | 49,131 | $36M | 3.6% |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 43,120 | $30M | 3.0% |
| GOOGL | ALPHABET INC | 74,538 | $27M | 2.7% |
| RSP | INVESCO EXCHANGE TRADED FD T | 124,512 | $26M | 2.6% |
| IQLT | ISHARES TR | 483,164 | $24M | 2.4% |
| MSFT | MICROSOFT CORP | 60,904 | $23M | 2.3% |
| IEMG | ISHARES INC | 230,767 | $19M | 1.9% |
Track Ascent Wealth Partners's 13F portfolio: $1.0B in reported holdings, 205 positions. Top holdings and quarterly changes on SentiSense.
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