13F Insight
DOSSIER · 13F-HR · Q4 2025

Ascent Wealth Partners, LLC

$869M in tracked AUM across 183 positions as of Q4 2025.

AW
CIK 0001546865 · last filed Dec 31, 2025
Total AUM
$869M
as of Q4 2025
Holdings
183
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q4 2025

Ascent Wealth Partners, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
IWF
ISHARES TR
$74M157K8.5%02
04609E107
INVESCO QQQ TR
$58M94K6.6%03
AAPL
APPLE INC
$41M150K4.7%04
MDY
SPDR S&P MIDCAP 400 ETF TR
$39M64K4.5%05
GOOGL
ALPHABET INC
$24M77K2.8%06
MSFT
MICROSOFT CORP
$23M48K2.7%07
RSP
INVESCO EXCHANGE TRADED FD T
$20M102K2.2%08
IQLT
ISHARES TR
$19M421K2.2%09
GLD
SPDR GOLD TR
$17M42K1.9%10
JPM
JPMORGAN CHASE & CO
$16M49K1.8%

Filing history

2025Q4Dec 31
$869M▲ 0.8%
183 positionsView →2025Q3Sep 30
$862M▲ 6.4%
182 positionsView →2025Q2Jun 30
$810M▲ 8.7%
175 positionsLocked2025Q1Mar 31
$746M▲ 0.5%
166 positionsLocked2024Q4Dec 31
$742M▲ 3.3%
164 positionsLocked2024Q3Sep 30
$718M▲ 5.1%
152 positionsLocked2024Q2Jun 30
$683M▲ 1.4%
157 positionsLocked2024Q1Mar 31
$674M▲ 10.0%
159 positionsLocked2023Q4Dec 31
$612M▲ 12.8%
157 positionsLocked2023Q3Sep 30
$543M▼ 4.4%
160 positionsLocked2023Q2Jun 30
$568M▲ 14.1%
157 positionsLocked2023Q1Mar 31
$498M▲ 7.0%
147 positionsLocked
Showing 12 of 49