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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 4 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MELI MERCADOLIBRE INC Consumer Cyclical 2,240.0 $3.9M 0.45% -30.0 -1.3% $1729.02 -8.3%
62 PLTR PALANTIR TECHNOLOGIES INC Technology 24,358.0 $3.6M 0.41% +1K +4.3% $146.28 -7.6%
63 PFEB INNOVATOR ETFS TRUST 88,781.0 $3.6M 0.41% +5K +6.2% $40.10 +6.0%
64 MCD MCDONALDS CORP Consumer Cyclical 11,452.0 $3.6M 0.41% +89.0 +0.8% $310.79 -9.1%
65 EL LAUDER ESTEE COS INC Consumer Defensive 49,114.0 $3.5M 0.41% NEW $71.77 +11.5%
66 NOC NORTHROP GRUMMAN CORP Industrials 4,874.0 $3.3M 0.39% +82.0 +1.7% $682.24 -19.4%
67 MCO MOODYS CORP Financial Services 7,369.0 $3.2M 0.37% +133.0 +1.8% $436.25 +1.6%
68 SMLF ISHARES TR 42,316.0 $3.2M 0.37% +31K +289.3% $75.49 +7.3%
69 RMD RESMED INC Healthcare 14,135.0 $3.2M 0.37% +624.0 +4.6% $224.48 -9.1%
70 BK BANK NEW YORK MELLON CORP Financial Services 26,436.0 $3.1M 0.36% +771.0 +3.0% $118.63 +14.9%
71 IWD ISHARES TR 13,529.0 $2.9M 0.34% -204.0 -1.5% $213.67 +8.4%
72 IJH ISHARES TR 41,764.0 $2.8M 0.33% +2K +4.3% $67.53 +5.8%
73 CRWD CROWDSTRIKE HLDGS INC Technology 7,119.0 $2.8M 0.32% +270.0 +3.9% $390.41 +58.5%
74 AGG ISHARES TR 26,510.0 $2.6M 0.31% +3K +13.2% $99.27 -1.7%
75 VZ VERIZON COMMUNICATIONS INC Communication Services 49,298.0 $2.5M 0.29% +1K +2.6% $50.20 -6.9%
76 SHOP SHOPIFY INC Technology 20,715.0 $2.5M 0.29% +1K +6.0% $118.62 -13.7%
77 CAH CARDINAL HEALTH INC Healthcare 11,581.0 $2.4M 0.28% +117.0 +1.0% $211.31 -5.2%
78 SO SOUTHERN CO Utilities 25,283.0 $2.4M 0.28% +311.0 +1.2% $96.52 -2.9%
79 PFE PFIZER INC Healthcare 86,553.0 $2.4M 0.28% +2K +2.8% $28.08 -9.8%
80 NVS NOVARTIS AG Healthcare 15,898.0 $2.4M 0.28% +242.0 +1.6% $152.75 -2.4%
Page 4 of 10  ·  188 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%