What does Ascent Wealth Partners, LLC hold? Q4 2025 13F Holdings & Portfolio

AI Analysis · Q4 2025 · 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.

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

ISHARES TR

$74M157K8.5%

INVESCO QQQ TR

$58M94K6.6%

APPLE INC

$41M150K4.7%

SPDR S&P MIDCAP 400 ETF TR

$39M64K4.5%

ALPHABET INC

$24M77K2.8%

MICROSOFT CORP

$23M48K2.7%

INVESCO EXCHANGE TRADED FD T

$20M102K2.2%

ISHARES TR

$19M421K2.2%

SPDR GOLD TR

$17M42K1.9%

JPMORGAN CHASE & CO

$16M49K1.8%

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