MondegarAI
Ascent Wealth Partners, LLC

Q4 2025 · 13F-HR

Ascent Wealth Partners, LLCholdings as filed

Filed 2026-02-02 · accession 0001546865-26-000002

$869.0M
Reported value
183
Positions
2025-12-31
Period end
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The Brief · Ascent Wealth Partners, LLC · Q4 2025

AI · grounded in 13F

Ascent Wealth Partners, LLC closed its position in Weyerhaeuser Co Mtn Be WY, reducing its exposure by $3.22M. The fund increased its holdings in the SPDR S&P 500 ETF TR SPY by 30.71%. Other notable activity includes trimming its position in Blackstone Inc BX by 28.41% and Cintas Corp CTAS by 19.28%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287614IWFISHARES TR$74.2M8.54%156,838CommonNONE
46090E103QQQINVESCO QQQ TR$57.8M6.65%94,020CommonNONE
037833100AAPLAPPLE INC$40.9M4.70%150,281CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$38.8M4.47%64,328CommonNONE
02079K305GOOGLALPHABET INC$24.3M2.79%77,496CommonNONE
594918104MSFTMICROSOFT CORP$23.2M2.66%47,883CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$19.5M2.25%101,883CommonNONE
46434V456IQLTISHARES TR$19.1M2.20%420,644CommonNONE
78463V107GLDSPDR GOLD TR$16.7M1.92%42,110CommonNONE
46625H100JPMJPMORGAN CHASE & CO$15.9M1.84%49,493CommonNONE
931142103WMTWALMART INC$13.7M1.58%123,372CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$13.5M1.55%19,760CommonNONE
00287Y109ABBVABBVIE INC$13.4M1.54%58,492CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$12.8M1.48%49,866CommonNONE
038222105AMATAPPLIED MATLS INC$12.3M1.41%47,731CommonNONE
67066G104NVDANVIDIA CORPORATION$11.8M1.35%63,050CommonNONE
002824100ABTABBOTT LABS$11.6M1.33%92,400CommonNONE
75513E101RTXRTX CORPORATION$11.5M1.32%62,761CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$11.1M1.27%235,174CommonNONE
03076C106AMPAMERIPRISE FINL INC$11.0M1.27%22,512CommonNONE
023135106AMZNAMAZON COM INC$10.6M1.22%45,772CommonNONE
45782C680PAUGINNOVATOR ETFS TR$10.5M1.21%242,125CommonNONE
863667101SYKSTRYKER CORPORATION$10.3M1.19%29,357CommonNONE
30303M102METAMETA PLATFORMS INC$10.0M1.15%15,174CommonNONE
92826C839VVISA INC$9.5M1.09%27,011CommonNONE
231021106CMICUMMINS INC$9.3M1.07%18,268CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$9.2M1.06%34,329CommonNONE
57636Q104MAMASTERCARD INCORPORATED$9.2M1.06%16,074CommonNONE
437076102HDHOME DEPOT INC$9.0M1.03%26,116CommonNONE
149123101CATCATERPILLAR INC$8.9M1.02%15,519CommonNONE
532457108LLYELI LILLY & CO$8.8M1.01%8,166CommonNONE
05464C101AXONAXON ENTERPRISE INC$8.4M0.97%14,837CommonNONE
11135F101AVGOBROADCOM INC$8.1M0.93%23,457CommonNONE
55354G100MSCIMSCI INC$7.5M0.86%13,009CommonNONE
68389X105ORCLORACLE CORP$7.5M0.86%38,286CommonNONE
697435105PANWPALO ALTO NETWORKS INC$7.4M0.86%40,430CommonNONE
464287309IVWISHARES TR$7.1M0.82%57,626CommonNONE
94106L109WMWASTE MGMT INC DEL$6.9M0.79%31,355CommonNONE
747525103QCOMQUALCOMM INC$6.7M0.77%38,899CommonNONE
452308109ITWILLINOIS TOOL WKS INC$6.6M0.76%26,806CommonNONE
464287689IWVISHARES TR$6.6M0.76%17,043CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$6.3M0.73%7,178CommonNONE
36828A101GEVGE VERNOVA INC$6.2M0.71%9,417CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$6.1M0.70%23,392CommonNONE
776696106ROPROPER TECHNOLOGIES INC$5.9M0.68%13,200CommonNONE
009158106APDAIR PRODS & CHEMS INC$5.8M0.67%23,503CommonNONE
74762E102QUREQUANTA SVCS INC$5.8M0.67%13,715CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$5.7M0.66%91,958CommonNONE
872540109TJXTJX COS INC NEW$5.7M0.66%37,316CommonNONE
09260D107BXBLACKSTONE INC$5.7M0.66%37,010CommonNONE
773903109ROKROCKWELL AUTOMATION INC$5.4M0.62%13,863CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$5.3M0.61%32,528CommonNONE
172908105CTASCINTAS CORP$5.2M0.60%27,604CommonNONE
464287408IVEISHARES TR$4.8M0.55%22,526CommonNONE
58733R102MELIMERCADOLIBRE INC$4.6M0.53%2,270CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4.2M0.48%23,352CommonNONE
482480100KLACKLA CORP$4.2M0.48%3,416CommonNONE
031162100AMGNAMGEN INC$4.1M0.47%12,480CommonNONE
615369105MCOMOODYS CORP$3.7M0.43%7,236CommonNONE
69351T106PPLPPL CORP$3.7M0.42%105,176CommonNONE
580135101MCDMCDONALDS CORP$3.5M0.40%11,363CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$3.4M0.39%83,605CommonNONE
64110L106NFLXNETFLIX INC$3.4M0.39%36,195CommonNONE
761152107RMDRESMED INC$3.3M0.37%13,511CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$3.2M0.37%6,849CommonNONE
82509L107SHOPSHOPIFY INC$3.1M0.36%19,538CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.0M0.34%3,476CommonNONE
064058100BKBANK NEW YORK MELLON CORP$3.0M0.34%25,665CommonNONE
464287598IWDISHARES TR$2.9M0.33%13,733CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$2.7M0.31%4,792CommonNONE
464287507IJHISHARES TR$2.6M0.30%40,039CommonNONE
303250104FICOFAIR ISAAC CORP$2.5M0.29%1,465CommonNONE
79466L302CRMSALESFORCE INC$2.5M0.28%9,273CommonNONE
808513105SCHWSCHWAB CHARLES CORP$2.4M0.28%24,248CommonNONE
14149Y108CAHCARDINAL HEALTH INC$2.4M0.27%11,464CommonNONE
464287226AGGISHARES TR$2.3M0.27%23,423CommonNONE
464287176TIPISHARES TR$2.3M0.26%20,529CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$2.2M0.25%26,254CommonNONE
842587107SOSOUTHERN CO$2.2M0.25%24,972CommonNONE
66987V109NVSNOVARTIS AG$2.2M0.25%15,656CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.2M0.25%7,279CommonNONE
88160R101TSLATESLA INC$2.1M0.24%4,733CommonNONE
92276F100VTRVENTAS INC$2.1M0.24%27,507CommonNONE
717081103PFEPFIZER INC$2.1M0.24%84,177CommonNONE
922908363VOOVANGUARD INDEX FDS$2.1M0.24%3,298CommonNONE
98419M100XYLXYLEM INC$2.0M0.23%14,574CommonNONE
59156R108METMETLIFE INC$2.0M0.23%25,059CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2.0M0.23%48,039CommonNONE
921937827BSVVANGUARD BD INDEX FDS$1.9M0.22%24,533CommonNONE
922908553VNQVANGUARD INDEX FDS$1.9M0.21%21,081CommonNONE
09290D101BLKBLACKROCK INC$1.9M0.21%1,733CommonNONE
46429B697USMVISHARES TR$1.8M0.21%19,646CommonNONE
12572Q105CMECME GROUP INC$1.8M0.21%6,732CommonNONE
922908769VTIVANGUARD INDEX FDS$1.8M0.21%5,343CommonNONE
25746U109DDOMINION ENERGY INC$1.8M0.20%30,373CommonNONE
02079K107GOOGALPHABET INC$1.8M0.20%5,627CommonNONE
58933Y105MRKMERCK & CO INC$1.7M0.20%16,439CommonNONE
45782C813PJULINNOVATOR ETFS TR$1.7M0.19%36,418CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.7M0.19%20,686CommonNONE
92204A702VGTVANGUARD WORLD FDS$1.7M0.19%2,240CommonNONE
701094104PHPARKER-HANNIFIN CORP$1.7M0.19%1,907CommonNONE
018802108LNTALLIANT ENERGY CORP$1.7M0.19%25,585CommonNONE
78468R663BILSPDR SER TR$1.6M0.19%17,655CommonNONE
46429B267GOVTISHARES TR$1.6M0.18%68,371CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$1.5M0.17%35,334CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$1.4M0.16%32,911CommonNONE
744320102PRUPRUDENTIAL FINL INC$1.4M0.16%12,575CommonNONE
882508104TXNTEXAS INSTRS INC$1.3M0.15%7,622CommonNONE
548661107LOWLOWES COS INC$1.3M0.15%5,321CommonNONE
042068205ARMARM HOLDINGS PLC$1.3M0.15%11,718CommonNONE
053332102AZOAUTOZONE INC$1.3M0.15%374CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$1.3M0.15%28,048CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.1M0.13%3,327CommonNONE
30231G102XOMEXXON MOBIL CORP$1.0M0.12%8,384CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$960,3550.11%21,866CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$947,9540.11%3,653CommonNONE
166764100CVXCHEVRON CORP NEW$891,0890.10%5,847CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$872,0870.10%3,968CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$832,1830.10%9,527CommonNONE
46434V290SMLFISHARES TR$814,0200.09%10,871CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$800,4080.09%16,121CommonNONE
060505104BACBANK AMERICA CORP$761,2550.09%13,841CommonNONE
922907746VTEBVANGUARD MUN BD FDS$730,9150.08%14,534CommonNONE
494368103KMBKIMBERLY-CLARK CORP$703,6070.08%6,974CommonNONE
65339F101NEENEXTERA ENERGY INC$670,2580.08%8,349CommonNONE
032095101APHAMPHENOL CORP NEW$650,0230.07%4,810CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$630,6140.07%16,120CommonNONE
369604301GEGE AEROSPACE$626,5330.07%2,034CommonNONE
46434V274INTFISHARES TR$607,2090.07%16,085CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$606,3140.07%3,494CommonNONE
817565104SCISERVICE CORP INTL$592,0260.07%7,593CommonNONE
478160104JNJJOHNSON & JOHNSON$584,4270.07%2,824CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$573,5760.07%3,984CommonNONE
857477103STTSTATE STR CORP$502,7520.06%3,897CommonNONE
N97284108NBISNEBIUS GROUP N.V.$437,6940.05%5,229CommonNONE
713448108PEPPEPSICO INC$419,6520.05%2,924CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$417,4600.05%2,000CommonNONE
92189F676SMHVANECK ETF TRUST$410,1880.05%1,139CommonNONE
26740W109QBTSD-WAVE QUANTUM INC$392,4330.05%15,007CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$388,2260.04%4,630CommonNONE
773121108RKLBROCKET LAB CORP$372,7970.04%5,344CommonNONE
464287150ITOTISHARES TR$370,6840.04%2,493CommonNONE
45783Y269NJUNINNOVATOR ETFS TRUST$345,1220.04%10,950CommonNONE
464287101OEFISHARES TR$345,0280.04%1,006CommonNONE
911363109URIUNITED RENTALS INC$331,8210.04%410CommonNONE
17275R102CSCOCISCO SYS INC$320,8350.04%4,165CommonNONE
60937P106MDBMONGODB INC$308,4720.04%735CommonNONE
75734B100RDDTREDDIT INC$307,3360.04%1,337CommonNONE
011642105ALRMALARM COM HLDGS INC$306,1200.04%6,000CommonNONE
770700102HOODROBINHOOD MKTS INC$305,9360.04%2,705CommonNONE
704326107PAYXPAYCHEX INC$302,8860.03%2,700CommonNONE
45782C615NOCTINNOVATOR ETFS TRUST$300,4890.03%5,188CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$291,0340.03%579CommonNONE
76655K103RGTIRIGETTI COMPUTING INC$286,9310.03%12,954CommonNONE
52567D107LMNDLEMONADE INC$281,3030.03%3,952CommonNONE
46432F339QUALISHARES TR$274,0960.03%1,380CommonNONE
025816109AXPAMERICAN EXPRESS CO$268,5840.03%726CommonNONE
55336V100MPLXMPLX LP$267,6510.03%5,015CommonNONE
742718109PGPROCTER AND GAMBLE CO$263,6900.03%1,840CommonNONE
46434G889EMGFISHARES INC$258,3000.03%4,465CommonNONE
670656107NRKNUVEEN NEW YORK AMT QLT MUNI$254,7420.03%25,247CommonNONE
00217D100ASTSAST SPACEMOBILE INC$254,4960.03%3,504CommonNONE
77543R102ROKUROKU INC$253,3240.03%2,335CommonNONE
40131M109GHGUARDANT HEALTH INC$253,2050.03%2,479CommonNONE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$252,7040.03%3,329CommonNONE
91332U101UUNITY SOFTWARE INC$248,4560.03%5,625CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$247,9070.03%2,908CommonNONE
916896103UECURANIUM ENERGY CORP$242,6870.03%20,778CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$241,5290.03%689CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$234,5520.03%1,051CommonNONE
464287804IJRISHARES TR$226,1790.03%1,882CommonNONE
55261F104MTBM & T BK CORP$225,4560.03%1,119CommonNONE
244199105DEDEERE & CO$214,1620.02%460CommonNONE
574599106MASMASCO CORP$210,2430.02%3,313CommonNONE
628778102NBTBNBT BANCORP INC$209,4160.02%5,044CommonNONE
194162103CLCOLGATE PALMOLIVE CO$206,0050.02%2,607CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$202,9350.02%2,445CommonNONE
17253J106CIFRCIPHER MINING INC$189,2970.02%12,825CommonNONE
767292105RIOTRIOT PLATFORMS INC$189,2640.02%14,938CommonNONE
74767V109QSQUANTUMSCAPE CORP$161,5830.02%15,507CommonNONE
75629V104RXRXRECURSION PHARMACEUTICALS IN$102,6880.01%25,107CommonNONE
051774107AURAURORA INNOVATION INC$55,4150.01%14,431CommonNONE
70532Y303PEDPEDEVCO CORP$12,3180.00%22,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.