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Portfolio (Quarterly) Guide ↗

Ascent Wealth Partners, LLC

· CIK 0001546865
13F Portfolio $860M AUM 188 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 122 Added 27 Reduced 15 Exited
Page 1 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 96,493.0 $55.7M 6.47% +2K +2.6% $577.18 +21.5%
2 AAPL APPLE INC Technology 156,850.0 $39.8M 4.63% +7K +4.4% $253.79 +17.8%
3 GOOGL ALPHABET INC Communication Services 79,686.0 $22.9M 2.66% +2K +2.8% $287.56 +38.0%
4 RSP INVESCO EXCHANGE TRADED FD T 114,734.0 $22.0M 2.56% +13K +12.6% $191.92 +5.1%
5 ISHARES TR 457,635.0 $21.2M 2.46% +37K +8.8% $46.23
6 GLD SPDR GOLD TR Financial Services 43,734.0 $18.8M 2.19% +2K +3.9% $430.29 -2.8%
7 MSFT MICROSOFT CORP Technology 49,250.0 $18.2M 2.12% +1K +2.9% $370.17 +14.4%
8 AMAT APPLIED MATLS INC Technology 49,033.0 $16.8M 1.95% +1K +2.7% $341.79 +19.1%
9 WMT WALMART INC Consumer Defensive 125,641.0 $15.6M 1.81% +2K +1.8% $124.28 +7.3%
10 JPM JPMORGAN CHASE & CO Financial Services 50,889.0 $15.0M 1.74% +1K +2.8% $294.16 +2.2%
11 ABBV ABBVIE INC Healthcare 59,958.0 $13.0M 1.52% +1K +2.5% $217.49 -1.7%
12 RTX RTX CORPORATION Industrials 65,244.0 $12.6M 1.46% +2K +4.0% $192.90 -8.8%
13 CAT CATERPILLAR INC Industrials 15,931.0 $11.3M 1.31% +412.0 +2.6% $708.48 +21.4%
14 NVDA NVIDIA CORPORATION Technology 64,123.0 $11.2M 1.30% +1K +1.7% $174.40 +27.5%
15 AMP AMERIPRISE FINL INC Financial Services 23,224.0 $10.3M 1.20% +712.0 +3.2% $444.40 +4.4%
16 ADP AUTOMATIC DATA PROCESSING IN Industrials 50,784.0 $10.3M 1.20% +918.0 +1.8% $203.18 +8.5%
17 AMZN AMAZON COM INC Consumer Cyclical 47,631.0 $9.9M 1.15% +2K +4.1% $208.27 +24.5%
18 CMI CUMMINS INC Industrials 18,379.0 $9.9M 1.15% +111.0 +0.6% $538.02 +22.6%
19 SYK STRYKER CORPORATION Healthcare 29,950.0 $9.8M 1.14% +593.0 +2.0% $328.59 -4.7%
20 META META PLATFORMS INC Communication Services 15,713.0 $9.0M 1.04% +539.0 +3.5% $572.13 +6.8%
Page 1 of 7  ·  122 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 27.9%
Technology 22.2%
Industrials 16.0%
Healthcare 10.2%
Communication Services 6.5%
Consumer Cyclical 5.6%
Consumer Defensive 4.0%
Utilities 3.7%
Energy 2.1%
Basic Materials 1.1%