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Ascent Wealth Partners, LLC

Q2 2026 · 13F-HR

Ascent Wealth Partners, LLCholdings as filed

Filed 2026-07-31 · accession 0001546865-26-000005

$1.00B
Reported value
200
Positions
2026-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46090E103QQQINVESCO QQQ TR$73.7M7.37%100,147CommonNONE
464287614IWFISHARES TR$58.4M5.84%470,096CommonNONE
037833100AAPLAPPLE INC$47.9M4.79%165,586CommonNONE
038222105AMATAPPLIED MATLS INC$35.5M3.55%49,131CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$30.3M3.03%43,120CommonNONE
02079K305GOOGLALPHABET INC$26.6M2.66%74,538CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$26.5M2.65%124,512CommonNONE
46434V456IQLTISHARES TR$23.9M2.39%483,164CommonNONE
594918104MSFTMICROSOFT CORP$22.7M2.27%60,904CommonNONE
46434G103IEMGISHARES INC$19.1M1.91%230,767CommonNONE
149123101CATCATERPILLAR INC$17.4M1.74%16,296CommonNONE
922908751VBVANGUARD INDEX FDS$17.0M1.70%56,075CommonNONE
46625H100JPMJPMORGAN CHASE & CO$16.9M1.69%51,576CommonNONE
78463V107GLDSPDR GOLD TR$16.9M1.69%45,775CommonNONE
00287Y109ABBVABBVIE INC$16.2M1.62%64,219CommonNONE
931142103WMTWALMART INC$14.9M1.49%131,736CommonNONE
697435105PANWPALO ALTO NETWORKS INC$14.6M1.46%42,881CommonNONE
231021106CMICUMMINS INC$13.2M1.32%18,518CommonNONE
67066G104NVDANVIDIA CORPORATION$12.8M1.28%64,151CommonNONE
75513E101RTXRTX CORPORATION$12.7M1.27%66,818CommonNONE
36828A101GEVGE VERNOVA INC$12.5M1.25%10,652CommonNONE
30303M102METAMETA PLATFORMS INC$11.7M1.17%20,700CommonNONE
023135106AMZNAMAZON COM INC$11.6M1.16%48,656CommonNONE
03076C106AMPAMERIPRISE FINL INC$11.0M1.10%24,044CommonNONE
482480100KLACKLA CORP$11.0M1.10%36,361CommonNONE
032095101APHAMPHENOL CORP NEW$10.7M1.07%60,656CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$10.5M1.05%14,094CommonNONE
74762E102QUREQUANTA SVCS INC$10.5M1.05%14,522CommonNONE
92826C839VVISA INC$10.0M1.00%29,176CommonNONE
863667101SYKSTRYKER CORPORATION$9.8M0.98%31,040CommonNONE
437076102HDHOME DEPOT INC$9.7M0.97%27,469CommonNONE
45782C680PAUGINNOVATOR ETFS TR$9.6M0.96%210,214CommonNONE
11135F101AVGOBROADCOM INC$9.5M0.95%25,210CommonNONE
05464C101AXONAXON ENTERPRISE INC$9.2M0.92%16,308CommonNONE
57636Q104MAMASTERCARD INCORPORATED$8.6M0.86%16,782CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$7.8M0.78%7,728CommonNONE
452308109ITWILLINOIS TOOL WKS INC$7.6M0.76%28,051CommonNONE
69351T106PPLPPL CORP$7.5M0.75%207,026CommonNONE
773903109ROKROCKWELL AUTOMATION INC$7.5M0.75%15,133CommonNONE
375558103GILDGILEAD SCIENCES INC$7.4M0.74%58,756CommonNONE
747525103QCOMQUALCOMM INC$7.4M0.74%39,957CommonNONE
464287309IVWISHARES TR$7.4M0.74%53,653CommonNONE
94106L109WMWASTE MGMT INC DEL$7.3M0.73%32,867CommonNONE
009158106APDAIR PRODS & CHEMS INC$7.3M0.73%24,802CommonNONE
172908105CTASCINTAS CORP$7.0M0.70%40,968CommonNONE
G29183103ETNEATON CORP PLC$6.8M0.68%15,907CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$6.5M0.65%91,573CommonNONE
002824100ABTABBOTT LABS$6.3M0.63%69,236CommonNONE
464287689IWVISHARES TR$6.2M0.62%14,599CommonNONE
464287408IVEISHARES TR$6.0M0.60%26,537CommonNONE
68389X105ORCLORACLE CORP$6.0M0.60%40,739CommonNONE
872540109TJXTJX COS INC NEW$5.9M0.59%39,257CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$5.5M0.55%7,237CommonNONE
199908104FIXCOMFORT SYS USA INC$5.5M0.55%2,767CommonNONE
518439104ELLAUDER ESTEE COS INC$5.3M0.53%66,847CommonNONE
031162100AMGNAMGEN INC$5.1M0.51%14,199CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$5.1M0.51%85,527CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$5.1M0.51%5,451CommonNONE
042068205ARMARM HOLDINGS PLC$4.8M0.48%13,357CommonNONE
64110L106NFLXNETFLIX INC$4.5M0.45%62,486CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4.4M0.44%37,646CommonNONE
91913Y100VLOVALERO ENERGY CORP$4.3M0.43%16,505CommonNONE
064058100BKBANK NEW YORK MELLON CORP$4.0M0.40%27,360CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$3.9M0.39%79,642CommonNONE
46434V290SMLFISHARES TR$3.7M0.37%41,359CommonNONE
82509L107SHOPSHOPIFY INC$3.3M0.33%28,996CommonNONE
464287598IWDISHARES TR$3.3M0.33%13,565CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$3.3M0.33%11,670CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$3.2M0.32%75,016CommonNONE
464287507IJHISHARES TR$3.2M0.32%41,221CommonNONE
580135101MCDMCDONALDS CORP$3.1M0.31%11,636CommonNONE
14149Y108CAHCARDINAL HEALTH INC$2.9M0.29%12,082CommonNONE
761152107RMDRESMED INC$2.9M0.29%14,640CommonNONE
464287226AGGISHARES TR$2.7M0.27%27,347CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.6M0.26%9,311CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$2.6M0.26%6,568CommonNONE
66987V109NVSNOVARTIS AG$2.6M0.26%16,473CommonNONE
58733R102MELIMERCADOLIBRE INC$2.6M0.26%1,513CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$2.6M0.26%5,037CommonNONE
92276F100VTRVENTAS INC$2.6M0.26%28,770CommonNONE
842587107SOSOUTHERN CO$2.5M0.25%25,910CommonNONE
02079K107GOOGALPHABET INC$2.5M0.25%6,999CommonNONE
808513105SCHWSCHWAB CHARLES CORP$2.5M0.25%26,572CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$2.4M0.24%29,325CommonNONE
56585A102MPCMARATHON PETE CORP$2.4M0.24%9,434CommonNONE
882508104TXNTEXAS INSTRS INC$2.4M0.24%7,934CommonNONE
922908553VNQVANGUARD INDEX FDS$2.3M0.23%24,018CommonNONE
58933Y105MRKMERCK & CO INC$2.2M0.22%17,254CommonNONE
59156R108METMETLIFE INC$2.2M0.22%26,127CommonNONE
25746U109DDOMINION ENERGY INC$2.2M0.22%32,162CommonNONE
717081103PFEPFIZER INC$2.2M0.22%89,916CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2.1M0.21%50,447CommonNONE
92204A702VGTVANGUARD WORLD FDS$2.1M0.21%17,832CommonNONE
92537N108VRTVERTIV HOLDINGS CO$2.1M0.21%6,205CommonNONE
018802108LNTALLIANT ENERGY CORP$2.1M0.21%26,916CommonNONE
922908363VOOVANGUARD INDEX FDS$2.0M0.20%2,929CommonNONE
701094104PHPARKER-HANNIFIN CORP$1.9M0.19%1,926CommonNONE
464287176TIPISHARES TR$1.9M0.19%17,183CommonNONE
922908769VTIVANGUARD INDEX FDS$1.9M0.19%5,043CommonNONE
46429B267GOVTISHARES TR$1.8M0.18%80,528CommonNONE
09290D101BLKBLACKROCK INC$1.8M0.17%1,820CommonNONE
921937793BLVVANGUARD BD INDEX FDS$1.7M0.17%24,242CommonNONE
G87052109TELTE CONNECTIVITY PLC$1.6M0.16%7,829CommonNONE
12572Q105CMECME GROUP INC$1.6M0.16%7,109CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$1.6M0.16%35,332CommonNONE
88579Y101MMM3M CO$1.5M0.15%9,186CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$1.5M0.15%31,751CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.4M0.14%3,365CommonNONE
921937827BSVVANGUARD BD INDEX FDS$1.4M0.14%17,781CommonNONE
78468R663BILSPDR SER TR$1.4M0.14%14,911CommonNONE
548661107LOWLOWES COS INC$1.4M0.14%6,135CommonNONE
45782C813PJULINNOVATOR ETFS TR$1.3M0.13%27,325CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$1.3M0.13%4,030CommonNONE
N97284108NBISNEBIUS GROUP N.V.$1.3M0.13%4,606CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$1.2M0.12%25,793CommonNONE
053332102AZOAUTOZONE INC$1.2M0.12%374CommonNONE
369604301GEGE AEROSPACE$1.1M0.11%2,867CommonNONE
166764100CVXCHEVRON CORP NEW$1.0M0.10%6,263CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$1.0M0.10%21,571CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$927,0770.09%3,918CommonNONE
060505104BACBANK AMERICA CORP$843,5890.08%14,805CommonNONE
65339F101NEENEXTERA ENERGY INC$836,9750.08%9,536CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$835,2610.08%4,384CommonNONE
55261F104MTBM & T BK CORP$798,0480.08%3,353CommonNONE
922907746VTEBVANGUARD MUN BD FDS$772,6600.08%15,276CommonNONE
478160104JNJJOHNSON & JOHNSON$746,6720.07%2,940CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$727,3130.07%10,158CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$723,5970.07%3,414CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$711,4370.07%3,099CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$710,2750.07%21,336CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$708,9500.07%20,950CommonNONE
Q4982L109IRENIREN LIMITED$707,0770.07%15,462CommonNONE
773121108RKLBROCKET LAB CORP$698,4370.07%6,871CommonNONE
857477103STTSTATE STR CORP$696,2080.07%4,105CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$693,5810.07%10,315CommonNONE
92189F676SMHVANECK ETF TRUST$686,7170.07%1,047CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$685,5110.07%3,061CommonNONE
00217D100ASTSAST SPACEMOBILE INC$663,5180.07%7,467CommonNONE
46434V274INTFISHARES TR$658,8420.07%16,085CommonNONE
88160R101TSLATESLA INC$649,8270.06%1,545CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$559,5720.06%13,260CommonNONE
76655K103RGTIRIGETTI COMPUTING INC$554,7160.06%28,712CommonNONE
770700102HOODROBINHOOD MKTS INC$540,5090.05%5,390CommonNONE
17275R102CSCOCISCO SYS INC$539,4510.05%4,593CommonNONE
817565104SCISERVICE CORP INTL$523,9720.05%6,898CommonNONE
40131M109GHGUARDANT HEALTH INC$508,9020.05%3,392CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$506,7210.05%2,058CommonNONE
767292105RIOTRIOT PLATFORMS INC$488,6230.05%17,846CommonNONE
55354G100MSCIMSCI INC$482,7540.05%862CommonNONE
911363109URIUNITED RENTALS INC$450,8900.05%398CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$448,5540.04%4,630CommonNONE
595112103MUMICRON TECHNOLOGY INC$438,6300.04%380CommonNONE
26740W109QBTSD-WAVE QUANTUM INC$438,3450.04%18,272CommonNONE
46222L108IONQIONQ INC$435,7200.04%8,181CommonNONE
713448108PEPPEPSICO INC$427,9990.04%3,161CommonNONE
464287150ITOTISHARES TR$409,5250.04%2,493CommonNONE
512807306LRCXLAM RESEARCH CORP$394,3300.04%910CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$389,3030.04%778CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$376,7970.04%6,154CommonNONE
464287101OEFISHARES TR$368,0650.04%1,006CommonNONE
776696106ROPROPER TECHNOLOGIES INC$346,8500.03%1,025CommonNONE
52567D107LMNDLEMONADE INC$336,5690.03%5,174CommonNONE
46434G889EMGFISHARES INC$327,1060.03%4,465CommonNONE
17253J106CIFRCIPHER MINING INC$314,2130.03%12,825CommonNONE
60937P106MDBMONGODB INC$313,3950.03%933CommonNONE
219350105GLWCORNING INC$311,6250.03%1,220CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$304,2560.03%2,445CommonNONE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$301,9020.03%6,055CommonNONE
244199105DEDEERE & CO$296,2320.03%467CommonNONE
742718109PGPROCTER AND GAMBLE CO$296,2130.03%2,020CommonNONE
84615Q103SPCXSPACE EXPLORATION TECHN CORP$294,9040.03%1,726CommonNONE
46432F339QUALISHARES TR$291,1840.03%1,327CommonNONE
916896103UECURANIUM ENERGY CORP$285,8480.03%26,815CommonNONE
55336V100MPLXMPLX LP$282,4950.03%5,015CommonNONE
75734B100RDDTREDDIT INC$281,0260.03%1,619CommonNONE
011642105ALRMALARM COM HLDGS INC$280,3200.03%6,000CommonNONE
670656107NRKNUVEEN NEW YORK AMT QLT MUNI$270,6480.03%25,247CommonNONE
704326107PAYXPAYCHEX INC$265,4910.03%2,700CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$264,6860.03%2,926CommonNONE
025816109AXPAMERICAN EXPRESS CO$264,5120.03%782CommonNONE
30231G102XOMEXXON MOBIL CORP$259,6310.03%1,899CommonNONE
203607106CBUCOMMUNITY FINANCIAL SYSTEM I$257,7070.03%3,840CommonNONE
574599106MASMASCO CORP$257,0480.03%3,159CommonNONE
628778102NBTBNBT BANCORP INC$251,4220.03%5,093CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$249,8280.02%646CommonNONE
464287804IJRISHARES TR$246,4910.02%1,662CommonNONE
922908736VUGVANGUARD INDEX FDS$244,9820.02%2,844CommonNONE
194162103CLCOLGATE PALMOLIVE CO$239,0100.02%2,607CommonNONE
45783Y269NJUNINNOVATOR ETFS TRUST$230,0200.02%7,000CommonNONE
91332U101UUNITY SOFTWARE INC$222,6950.02%7,792CommonNONE
464287200IVVISHARES TR$217,8300.02%291CommonNONE
45782C748PJUNINNOVATOR ETFS TRUST$209,8820.02%4,855CommonNONE
87151X101SYMSYMBOTIC INC$207,7140.02%4,621CommonNONE
464287655IWMISHARES TR$201,6250.02%671CommonNONE
92206C599VTHRVANGUARD SCOTTSDALE FDS$200,8440.02%606CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$200,1020.02%419CommonNONE
74767V109QSQUANTUMSCAPE CORP$154,2240.02%20,400CommonNONE
03945R102ACHRARCHER AVIATION INC$131,5740.01%27,817CommonNONE
75629V104RXRXRECURSION PHARMACEUTICALS IN$130,2260.01%35,484CommonNONE
051774107AURAURORA INNOVATION INC$116,6290.01%17,101CommonNONE

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.