Ascent Wealth Partners
$1.0B 13F equity value
205 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Ascent Wealth Partners covers the quarter ended June 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 | 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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