Ascent Wealth Partners, LLC - Portfolio overview

Ascent Wealth Partners, LLC has 205 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 6.26%
2. IWF - ISHARES TR, 5.55%
3. AAPL - APPLE INC, 4.47%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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