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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 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSCI MSCI INC Financial Services 862.0 $465K 0.05% -12K -93.4% $539.01 +7.2%
22 TSLA TESLA INC Consumer Cyclical 1,095.0 $407K 0.05% -4K -76.9% $371.75 +8.7%
23 SMH VANECK ETF TRUST 1,047.0 $401K 0.05% -92.0 -8.1% $383.40 +47.1%
24 ROP ROPER TECHNOLOGIES INC Industrials 1,025.0 $363K 0.04% -12K -92.2% $353.86 -7.1%
25 URI UNITED RENTALS INC Industrials 398.0 $290K 0.03% -12.0 -2.9% $728.56 +27.3%
26 QUAL ISHARES TR 1,327.0 $255K 0.03% -53.0 -3.8% $191.81 +10.6%
27 IJR ISHARES TR 1,666.0 $207K 0.02% -216.0 -11.5% $124.31 +9.3%
Page 2 of 2  ·  27 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%