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Institutional

Ascent Wealth Partners, LLC

CIK 0001546865
$860.3M
Reported AUM
188
Positions
Q1 2026
Period
2026-05-06
Filed

The Brief · Ascent Wealth Partners, LLC · Q1 2026

AI · grounded in 13F

Ascent Wealth Partners, LLC initiated a new position in IEMG worth $15.36M. The fund also established new holdings in VB for $13.92M and VLO for $8.11M. On the sell side, the firm closed its entire position in BX, reducing its exposure by $5.7M.

Portfolio · Q1 2026

QQQ$55.7MIWF$49.4MAAPLMDYGOOGLRSPIQLTGLDMSFTAMATOther$538.9MAL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$55.7M6.47%+2,473+2.6%
2IWFISHARES TR$122.69-3.26%20.87%79.95%$49.4M5.74%40,980−26.1%
3AAPLAPPLE INC$307.34-1.25%51.31%116.17%$39.8M4.63%+6,569+4.4%
4MDYSPDR S&P MIDCAP 400 ETF TR$674.59-1.95%22.27%45.31%$25.6M2.98%22,796−35.4%
5GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$22.9M2.66%+2,190+2.8%
6RSPINVESCO EXCHANGE TRADED FD T$207.83-1.42%18.26%47.36%$22.0M2.56%+12,851+12.6%
7IQLTISHARES TR$48.19-2.49%14.00%37.33%$21.2M2.46%+36,991+8.8%
8GLDSPDR GOLD TR$396.24-3.65%29.84%133.33%$18.8M2.19%+1,624+3.9%
9MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$18.2M2.12%+1,367+2.9%
10AMATAPPLIED MATLS INC$453.01-9.71%173.68%237.67%$16.8M1.95%+1,302+2.7%
11WMTWALMART INC$118.880.97%22.99%166.67%$15.6M1.81%+2,269+1.8%
12IEMGISHARES INC$78.63-6.40%38.44%42.72%$15.4M1.78%+220,156NEW
13JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$15.0M1.74%+1,396+2.8%
14VBVANGUARD INDEX FDS$288.20-2.44%25.47%39.47%$13.9M1.62%+53,150NEW
15ABBVABBVIE INC$227.231.02%23.60%135.68%$13.0M1.52%+1,466+2.5%
16RTXRTX CORPORATION$180.990.88%32.19%132.37%$12.6M1.46%+2,483+4.0%
17CATCATERPILLAR INC$904.28-3.85%158.69%378.33%$11.3M1.31%+412+2.7%
18NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$11.2M1.30%+1,073+1.7%
19PJANINNOVATOR ETFS TRUST$49.15-0.75%13.93%50.91%$10.8M1.26%330−0.1%
20AMPAMERIPRISE FINL INC$454.66-0.09%-11.16%90.10%$10.3M1.20%+712+3.2%
21ADPAUTOMATIC DATA PROCESSING IN$231.950.28%-27.24%22.55%$10.3M1.20%+918+1.8%
22PAUGINNOVATOR ETFS TR$45.23-0.42%14.36%53.84%$10.2M1.18%3,546−1.5%
23AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$9.9M1.15%+1,859+4.1%
24CMICUMMINS INC$651.22-3.96%102.61%215.44%$9.9M1.15%+111+0.6%
25SPYSPDR S&P 500 ETF TR$737.55-2.58%24.51%79.50%$9.8M1.14%4,625−23.4%
26SYKSTRYKER CORPORATION$305.661.48%-19.61%18.51%$9.8M1.14%+593+2.0%
27METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$9.0M1.04%+539+3.6%
28GEVGE VERNOVA INC$933.61-3.09%92.92%509.64%$9.0M1.04%+870+9.2%
29HDHOME DEPOT INC$310.780.27%-12.61%7.24%$8.7M1.02%+444+1.7%
30VVISA INC$323.571.06%-11.91%36.33%$8.6M1.01%+1,608+6.0%
31MAMASTERCARD INCORPORATED$491.081.93%$8.2M0.95%+265+1.6%
32VLOVALERO ENERGY CORP$255.82-1.17%$8.1M0.94%+32,828NEW
33LLYELI LILLY & CO$1131.420.55%$8.0M0.93%+540+6.6%
34GILDGILEAD SCIENCES INC$129.16-0.02%$8.0M0.93%+57,344NEW
35QUREQUANTA SVCS INC$26.45-5.50%$7.9M0.91%+600+4.4%
36PPLPPL CORP$35.760.06%$7.7M0.89%+96,371+91.6%
37AVGOBROADCOM INC$385.73-7.92%$7.7M0.89%+1,347+5.7%
38APHAMPHENOL CORP NEW$138.81-5.42%$7.6M0.88%+54,991+1143.3%
39WMWASTE MGMT INC DEL$220.400.63%$7.4M0.86%+876+2.8%
40APDAIR PRODS & CHEMS INC$282.35-0.18%$7.1M0.83%+1,050+4.5%
41ITWILLINOIS TOOL WKS INC$252.720.64%$7.1M0.83%+555+2.1%
42PANWPALO ALTO NETWORKS INC$272.05-2.58%$6.8M0.79%+1,872+4.6%
43CTASCINTAS CORP$179.85-0.06%$6.7M0.78%+12,282+44.5%
44ABTABBOTT LABS$91.070.32%$6.7M0.78%27,145−29.4%
45AXONAXON ENTERPRISE INC$486.12-5.28%$6.5M0.76%+568+3.8%
46GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$6.4M0.74%+340+4.7%
47TJXTJX COS INC NEW$160.711.31%$6.1M0.71%+703+1.9%
48IVWISHARES TR$134.60-3.81%$6.0M0.70%4,305−7.5%
49VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%$5.9M0.68%353−0.4%
50ORCLORACLE CORP$213.68-9.59%$5.8M0.67%+1,076+2.8%
51IVEISHARES TR$226.54-1.15%$5.5M0.64%+3,587+15.9%
52IWVISHARES TR$418.71-2.61%$5.4M0.63%2,444−14.3%
53COSTCOSTCO WHSL CORP NEW$971.87-0.05%$5.3M0.62%+1,880+54.1%
54ROKROCKWELL AUTOMATION INC$446.71-3.36%$5.2M0.61%+763+5.5%
55KLACKLA CORP$1929.20-9.47%$5.2M0.61%+144+4.2%
56QCOMQUALCOMM INC$215.94-10.98%$5.1M0.59%+770+2.0%
57NFLXNETFLIX INC$82.180.76%$5.0M0.58%+15,835+43.7%
58AMGNAMGEN INC$349.581.15%$4.6M0.54%+663+5.3%
59VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%$4.6M0.54%+85,527NEW
60HIIHUNTINGTON INGALLS INDS INC$294.270.42%$4.3M0.50%+11,293NEW
61MELIMERCADOLIBRE INC$1607.80-1.65%$3.9M0.45%30−1.3%
62PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$3.6M0.41%+1,006+4.3%
63PFEBINNOVATOR ETFS TRUST$42.73-0.91%$3.6M0.41%+5,176+6.2%
64MCDMCDONALDS CORP$279.842.61%$3.6M0.41%+89+0.8%
65ELLAUDER ESTEE COS INC$83.490.71%$3.5M0.41%+49,114NEW
66NOCNORTHROP GRUMMAN CORP$544.40-0.14%$3.3M0.39%+82+1.7%
67MCOMOODYS CORP$451.350.49%$3.2M0.37%+133+1.8%
68SMLFISHARES TR$84.17-2.58%$3.2M0.37%+31,445+289.3%
69RMDRESMED INC$196.040.89%$3.2M0.37%+624+4.6%
70BKBANK NEW YORK MELLON CORP$142.39-1.13%$3.1M0.36%+771+3.0%
71IWDISHARES TR$236.42-1.91%$2.9M0.34%204−1.5%
72IJHISHARES TR$73.95-2.00%$2.8M0.33%+1,725+4.3%
73CRWDCROWDSTRIKE HLDGS INC$671.02-6.68%$2.8M0.32%+270+3.9%
74AGGISHARES TR$98.17-0.50%$2.6M0.31%+3,087+13.2%
75VZVERIZON COMMUNICATIONS INC$45.371.11%$2.5M0.29%+1,259+2.6%
76SHOPSHOPIFY INC$109.54-5.60%$2.5M0.29%+1,177+6.0%
77CAHCARDINAL HEALTH INC$205.711.97%$2.4M0.28%+117+1.0%
78SOSOUTHERN CO$92.601.07%$2.4M0.28%+311+1.2%
79PFEPFIZER INC$26.041.36%$2.4M0.28%+2,376+2.8%
80NVSNOVARTIS AG$149.160.51%$2.4M0.28%+242+1.5%
81SCHWSCHWAB CHARLES CORP$88.840.95%$2.4M0.28%+1,377+5.7%
82VCITVANGUARD SCOTTSDALE FDS$81.91-0.56%$2.4M0.28%+2,506+9.5%
83VTIVANGUARD INDEX FDS$363.38-2.68%$2.4M0.27%+2,014+37.7%
84VTRVENTAS INC$81.73-0.35%$2.3M0.26%+303+1.1%
85MPCMARATHON PETE CORP$262.01-1.89%$2.2M0.26%+9,105NEW
86VNQVANGUARD INDEX FDS$96.790.72%$2.1M0.24%+2,596+12.3%
87FIXCOMFORT SYS USA INC$1843.94-3.69%$2.1M0.24%+1,500NEW
88TIPISHARES TR$109.25-0.48%$2.0M0.24%2,152−10.5%
89MRKMERCK & CO INC$120.790.44%$2.0M0.24%+394+2.4%
90CMECME GROUP INC$257.400.52%$2.0M0.23%+101+1.5%
91ARMARM HOLDINGS PLC$342.93-12.84%$2.0M0.23%+1,499+12.8%
92DDOMINION ENERGY INC$66.900.60%$1.9M0.23%+1,031+3.4%
93LNTALLIANT ENERGY CORP$72.63-0.33%$1.9M0.22%+529+2.1%
94GOOGALPHABET INC$365.76-0.95%$1.8M0.21%+797+14.2%
95XYLXYLEM INC$110.550.55%$1.8M0.21%+736+5.1%
96IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$1.8M0.21%+214+2.9%
97METMETLIFE INC$84.491.23%$1.8M0.21%+568+2.3%
98GOVTISHARES TR$22.61-0.35%$1.8M0.21%+10,242+15.0%
99VOOVANGUARD INDEX FDS$678.00-2.59%$1.8M0.20%355−10.8%
100PHPARKER-HANNIFIN CORP$882.341.16%$1.7M0.20%+19+1.0%
101BLKBLACKROCK INC$1.7M0.20%+17+1.0%
102BLVVANGUARD BD INDEX FDS$1.6M0.19%+23,629NEW
103PMARINNOVATOR ETFS TRUST$1.6M0.19%+7,804+27.8%
104VGTVANGUARD WORLD FDS$1.6M0.18%11−0.5%
105TXNTEXAS INSTRS INC$1.5M0.18%+238+3.1%
106BILSPDR SER TR$1.5M0.18%1,095−6.2%
107XOMEXXON MOBIL CORP$1.5M0.18%+526+6.3%
108PNOVINNOVATOR ETFS TRUST$1.4M0.17%2−0.0%
109BSVVANGUARD BD INDEX FDS$1.4M0.16%7,077−28.8%
110PDECINNOVATOR ETFS TRUST$1.3M0.16%1,160−3.5%
111PJULINNOVATOR ETFS TR$1.3M0.16%7,346−20.2%
112LOWLOWES COS INC$1.3M0.15%+245+4.6%
113TELTE CONNECTIVITY PLC$1.3M0.15%+6,161NEW
114CVXCHEVRON CORP NEW$1.3M0.15%+273+4.7%
115AZOAUTOZONE INC$1.3M0.15%HELD
116PSAPUBLIC STORAGE OPER CO$1.1M0.12%+259+7.1%
117POCTINNOVATOR ETFS TRUST$933K0.11%226−1.0%
118VIGVANGUARD SPECIALIZED FUNDS$927K0.11%+344+8.7%
119UNHUNITEDHEALTH GROUP INC$911K0.11%+38+1.1%
120MMM3M CO$890K0.10%+6,127NEW
121SCHGSCHWAB STRATEGIC TR$818K0.10%+28,097NEW
122GEGE AEROSPACE$813K0.09%+830+40.8%
123AJGGALLAGHER ARTHUR J & CO$802K0.09%19,687−84.2%
124IBITISHARES BITCOIN TRUST ETF$785K0.09%+4,304+26.7%
125NEENEXTERA ENERGY INC$784K0.09%+87+1.0%
126OTISOTIS WORLDWIDE CORP$752K0.09%+234+2.5%
127VTEBVANGUARD MUN BD FDS$747K0.09%+443+3.0%
128JNJJOHNSON & JOHNSON$719K0.08%+116+4.1%
129BACBANK AMERICA CORP$697K0.08%+464+3.4%
130DGXQUEST DIAGNOSTICS INC$669K0.08%80−2.3%
131VWOBVANGUARD WHITEHALL FDS$663K0.08%+10,091NEW
132PAPRINNOVATOR ETFS TRUST$642K0.07%HELD
133INTFISHARES TR$627K0.07%HELD
134NBISNEBIUS GROUP N.V.$606K0.07%+615+11.8%
135SCISERVICE CORP INTL$598K0.07%345−4.5%
136XLKSELECT SECTOR SPDR TR$584K0.07%+408+10.2%
137IRENIREN LIMITED$523K0.06%+15,247NEW
138STTSTATE STR CORP$520K0.06%+208+5.3%
139PEPPEPSICO INC$491K0.06%+237+8.1%
140ACNACCENTURE PLC IRELAND$485K0.06%31,884−92.9%
141MSCIMSCI INC$465K0.05%12,147−93.4%
142ASTSAST SPACEMOBILE INC$453K0.05%+1,962+56.0%
143CHDCHURCH & DWIGHT CO INC$432K0.05%HELD
144PNCPNC FINL SVCS GROUP INC$428K0.05%+58+2.9%
145XLGINVESCO EXCHANGE TRADED FD T$428K0.05%+7,837NEW
146TSLATESLA INC$407K0.05%3,638−76.9%
147SMHVANECK ETF TRUST$401K0.05%92−8.1%
148RKLBROCKET LAB CORP$393K0.05%+777+14.5%
149KTOSKRATOS DEFENSE & SEC SOLUTIO$386K0.04%+2,139+64.3%
150ROPROPER TECHNOLOGIES INC$363K0.04%12,175−92.2%
151CSCOCISCO SYS INC$356K0.04%+427+10.3%
152ITOTISHARES TR$355K0.04%HELD
153BRK/BBERKSHIRE HATHAWAY INC DEL$349K0.04%+149+25.7%
154HOODROBINHOOD MKTS INC$346K0.04%+2,284+84.4%
155NJUNINNOVATOR ETFS TRUST$342K0.04%HELD
156UECURANIUM ENERGY CORP$331K0.04%+3,734+18.0%
157OEFISHARES TR$320K0.04%HELD
158LMNDLEMONADE INC$299K0.03%+823+20.8%
159PGPROCTER AND GAMBLE CO$292K0.03%+180+9.8%
160URIUNITED RENTALS INC$290K0.03%12−2.9%
161MPLXMPLX LP$286K0.03%HELD
162GHGUARDANT HEALTH INC$274K0.03%+483+19.5%
163EMGFISHARES INC$270K0.03%HELD
164DEDEERE & CO$263K0.03%+7+1.5%
165ALRMALARM COM HLDGS INC$259K0.03%HELD
166NRKNUVEEN NEW YORK AMT QLT MUNI$258K0.03%HELD
167QUALISHARES TR$255K0.03%53−3.8%
168PAYXPAYCHEX INC$249K0.03%+5+0.2%
169ROKUROKU INC$248K0.03%+285+12.2%
170QBTSD-WAVE QUANTUM INC$245K0.03%+1,980+13.2%
171AXPAMERICAN EXPRESS CO$237K0.03%+56+7.7%
172EWEDWARDS LIFESCIENCES CORP$234K0.03%+18+0.6%
173MTBM & T BK CORP$231K0.03%HELD
174NBTBNBT BANCORP INC$228K0.03%+309+6.1%
175CBUCOMMUNITY FINANCIAL SYSTEM I$224K0.03%+3,821NEW
176CLCOLGATE PALMOLIVE CO$222K0.03%HELD
177IONQIONQ INC$216K0.03%+7,490NEW
178MDBMONGODB INC$211K0.02%+128+17.4%
179SYMSYMBOTIC INC$210K0.02%+3,942NEW
180RIOTRIOT PLATFORMS INC$208K0.02%+1,913+12.8%
181IJRISHARES TR$207K0.02%216−11.5%
182VUGVANGUARD INDEX FDS$207K0.02%+474NEW
183RGTIRIGETTI COMPUTING INC$203K0.02%+1,471+11.4%
184RDDTREDDIT INC$203K0.02%+167+12.5%
185CIFRCIPHER MINING INC$165K0.02%HELD
186QSQUANTUMSCAPE CORP$120K0.01%+3,232+20.8%
187RXRXRECURSION PHARMACEUTICALS IN$86K0.01%+2,974+11.8%
188AURAURORA INNOVATION INC$65K0.01%+1,389+9.6%
189BXBLACKSTONE INC37,010EXITED
190ICEINTERCONTINENTAL EXCHANGE IN32,528EXITED
191FICOFAIR ISAAC CORP1,465EXITED
192CRMSALESFORCE INC9,273EXITED
193USMVISHARES TR19,646EXITED
194UBERUBER TECHNOLOGIES INC20,686EXITED
195PRUPRUDENTIAL FINL INC12,575EXITED
196KMBKIMBERLY-CLARK CORP6,974EXITED
197NOCTINNOVATOR ETFS TRUST5,188EXITED
198UUNITY SOFTWARE INC5,625EXITED
199ELVELEVANCE HEALTH INC FORMERLY689EXITED
200BRBROADRIDGE FINL SOLUTIONS IN1,051EXITED
201MASMASCO CORP3,313EXITED
202CTSHCOGNIZANT TECHNOLOGY SOLUTIO2,445EXITED
203PEDPEDEVCO CORP22,000EXITED

Source: SEC EDGAR · accession 0001546865-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.