Ascent Wealth Partners
$1.0B 13F equity value
219 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Ascent Wealth Partners covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 99,227 | $73M | 7.2% |
| IWF | ISHARES TR | 469,019 | $59M | 5.8% |
| AAPL | APPLE INC | 167,966 | $56M | 5.5% |
| MSFT | MICROSOFT CORP | 60,672 | $31M | 3.1% |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 43,795 | $29M | 2.8% |
| RSP | INVESCO EXCHANGE TRADED FD T | 127,170 | $26M | 2.6% |
| GOOGL | ALPHABET INC | 75,625 | $26M | 2.6% |
| IQLT | ISHARES TR | 495,036 | $24M | 2.4% |
| IEMG | ISHARES INC | 235,805 | $19M | 1.9% |
| GLD | SPDR GOLD TR | 47,763 | $18M | 1.8% |
Track Ascent Wealth Partners's 13F portfolio: $1.0B in reported holdings, 219 positions. Top holdings and quarterly changes on SentiSense.
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