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 51–100 of 183
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ROK | ROCKWELL AUTOMATION INC | 14K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 33K | $1M+ | SH |
| CTAS | CINTAS CORP | 28K | $1M+ | SH |
| IVE | ISHARES TR | 23K | $1M+ | SH |
| MELI | MERCADOLIBRE INC | 2K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 23K | $1M+ | SH |
| KLAC | KLA CORP | 3K | $1M+ | SH |
| AMGN | AMGEN INC | 12K | $1M+ | SH |
| MCO | MOODYS CORP | 7K | $1M+ | SH |
| PPL | PPL CORP | 105K | $1M+ | SH |
| MCD | MCDONALDS CORP | 11K | $1M+ | SH |
| PFEB | INNOVATOR ETFS TRUST | 84K | $1M+ | SH |
| NFLX | NETFLIX INC | 36K | $1M+ | SH |
| RMD | RESMED INC | 14K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 7K | $1M+ | SH |
| SHOP | SHOPIFY INC | 20K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 3K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 26K | $1M+ | SH |
| IWD | ISHARES TR | 14K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 5K | $1M+ | SH |
| IJH | ISHARES TR | 40K | $1M+ | SH |
| FICO | FAIR ISAAC CORP | 1K | $1M+ | SH |
| CRM | SALESFORCE INC | 9K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 24K | $1M+ | SH |
| CAH | CARDINAL HEALTH INC | 11K | $1M+ | SH |
| AGG | ISHARES TR | 23K | $1M+ | SH |
| TIP | ISHARES TR | 21K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 26K | $1M+ | SH |
| SO | SOUTHERN CO | 25K | $1M+ | SH |
| NVS | NOVARTIS AG | 16K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 7K | $1M+ | SH |
| TSLA | TESLA INC | 5K | $1M+ | SH |
| VTR | VENTAS INC | 28K | $1M+ | SH |
| PFE | PFIZER INC | 84K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| XYL | XYLEM INC | 15K | $1M+ | SH |
| MET | METLIFE INC | 25K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 48K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 25K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 21K | $1M+ | SH |
| BLK | BLACKROCK INC | 2K | $1M+ | SH |
| USMV | ISHARES TR | 20K | $1M+ | SH |
| CME | CME GROUP INC | 7K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| D | DOMINION ENERGY INC | 30K | $1M+ | SH |
| GOOG | ALPHABET INC | 6K | $1M+ | SH |
| MRK | MERCK & CO INC | 16K | $1M+ | SH |
| PJUL | INNOVATOR ETFS TR | 36K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 21K | $1M+ | SH |
| VGT | VANGUARD WORLD FDS | 2K | $1M+ | SH |