CIK 1546865
Ascent Wealth Partners, LLC
Institutional 13F holdings & portfolio
Holdings
183
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 183
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWF | ISHARES TR | 157K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 94K | $1M+ | SH |
| AAPL | APPLE INC | 150K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 64K | $1M+ | SH |
| GOOGL | ALPHABET INC | 77K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 48K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 102K | $1M+ | SH |
| IQLT | ISHARES TR | 421K | $1M+ | SH |
| GLD | SPDR GOLD TR | 42K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO | 49K | $1M+ | SH |
| WMT | WALMART INC | 123K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 20K | $1M+ | SH |
| ABBV | ABBVIE INC | 58K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 50K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 48K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 63K | $1M+ | SH |
| ABT | ABBOTT LABS | 92K | $1M+ | SH |
| RTX | RTX CORPORATION | 63K | $1M+ | SH |
| PJAN | INNOVATOR ETFS TRUST | 235K | $1M+ | SH |
| AMP | AMERIPRISE FINL INC | 23K | $1M+ | SH |
| AMZN | AMAZON COM INC | 46K | $1M+ | SH |
| PAUG | INNOVATOR ETFS TR | 242K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 29K | $1M+ | SH |
| META | META PLATFORMS INC | 15K | $1M+ | SH |
| V | VISA INC | 27K | $1M+ | SH |
| CMI | CUMMINS INC | 18K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 34K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 16K | $1M+ | SH |
| HD | HOME DEPOT INC | 26K | $1M+ | SH |
| CAT | CATERPILLAR INC | 16K | $1M+ | SH |
| LLY | ELI LILLY & CO | 8K | $1M+ | SH |
| AXON | AXON ENTERPRISE INC | 15K | $1M+ | SH |
| AVGO | BROADCOM INC | 23K | $1M+ | SH |
| MSCI | MSCI INC | 13K | $1M+ | SH |
| ORCL | ORACLE CORP | 38K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 40K | $1M+ | SH |
| IVW | ISHARES TR | 58K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 31K | $1M+ | SH |
| QCOM | QUALCOMM INC | 39K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 27K | $1M+ | SH |
| IWV | ISHARES TR | 17K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 7K | $1M+ | SH |
| GEV | GE VERNOVA INC | 9K | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 23K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 13K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC | 24K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 14K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 92K | $1M+ | SH |
| TJX | TJX COS INC NEW | 37K | $1M+ | SH |
| BX | BLACKSTONE INC | 37K | $1M+ | SH |