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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 10  ·  188 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 IWF ISHARES TR 115,858.0 $49.4M 5.74% -41K -26.1% $426.40 -71.1%
3 AAPL APPLE INC Technology 156,850.0 $39.8M 4.63% +7K +4.4% $253.79 +17.8%
4 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 41,532.0 $25.6M 2.98% -23K -35.4% $616.76 +5.7%
5 GOOGL ALPHABET INC Communication Services 79,686.0 $22.9M 2.66% +2K +2.8% $287.56 +34.8%
6 RSP INVESCO EXCHANGE TRADED FD T 114,734.0 $22.0M 2.56% +13K +12.6% $191.92 +5.1%
7 ISHARES TR 457,635.0 $21.2M 2.46% +37K +8.8% $46.23
8 GLD SPDR GOLD TR Financial Services 43,734.0 $18.8M 2.19% +2K +3.9% $430.29 -4.4%
9 MSFT MICROSOFT CORP Technology 49,250.0 $18.2M 2.12% +1K +2.9% $370.17 +12.8%
10 AMAT APPLIED MATLS INC Technology 49,033.0 $16.8M 1.95% +1K +2.7% $341.79 +19.1%
11 WMT WALMART INC Consumer Defensive 125,641.0 $15.6M 1.81% +2K +1.8% $124.28 +8.0%
12 IEMG ISHARES INC 220,156.0 $15.4M 1.78% NEW $69.75 +12.6%
13 JPM JPMORGAN CHASE & CO Financial Services 50,889.0 $15.0M 1.74% +1K +2.8% $294.16 +0.5%
14 VB VANGUARD INDEX FDS 53,150.0 $13.9M 1.62% NEW $261.92 +6.5%
15 ABBV ABBVIE INC Healthcare 59,958.0 $13.0M 1.52% +1K +2.5% $217.49 -1.7%
16 RTX RTX CORPORATION Industrials 65,244.0 $12.6M 1.46% +2K +4.0% $192.90 -9.5%
17 CAT CATERPILLAR INC Industrials 15,931.0 $11.3M 1.31% +412.0 +2.6% $708.48 +21.4%
18 NVDA NVIDIA CORPORATION Technology 64,123.0 $11.2M 1.30% +1K +1.7% $174.40 +26.5%
19 PJAN INNOVATOR ETFS TRUST 234,844.0 $10.8M 1.26% $46.13 +6.0%
20 AMP AMERIPRISE FINL INC Financial Services 23,224.0 $10.3M 1.20% +712.0 +3.2% $444.40 +4.4%
Page 1 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%