account_balance
Investment manager · 13F filer · SEC CIK 1546865
Ascent Wealth Partners, LLC
Reported value$1.01Bas of Sep 30, 2026
Positions214 19 new, 6 sold out
Top 10 weight35.8%QQQ alone is 7%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQInvesco QQQ Tr
7.2%
IWFiShares Tr
5.8%
AAPLApple Inc.
5.5%
MSFTMicrosoft Corp
3.1%
MDYSPDR S&P Midcap 400 ETF Trust
2.8%
RSPInvesco Exchange Traded Fd T
2.6%Added +2%
GOOGLAlphabet Inc.
2.6%
IQLTiShares Tr
2.4%Added +2%
IEMGiShares Inc
1.9%+2%
GLDSPDR Gold Trust
1.8%+4%
AMATApplied Materials Inc
1.7%−32%
JPMJPMorgan Chase & Co
1.7%
QQQInvesco QQQ Tr
7.2%
IWFiShares Tr
5.8%
AAPLApple Inc.
5.5%
MSFTMicrosoft Corp
3.1%
MDYSPDR S&P Midcap 400 ETF Trust
2.8%
RSPInvesco Exchange Traded Fd T
2.6%
GOOGLAlphabet Inc.
2.6%
IQLTiShares Tr
2.4%
IEMG
GLD1.8%AMATJPM1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QQQ Invesco QQQ Tr 7.2% Held
IWF iShares Tr 5.8% Held
AAPL Apple Inc. 5.5% HeldMSFT Microsoft Corp 3.1% HeldMDY SPDR S&P Midcap 400 ETF Trust 2.8% HeldRSP Invesco Exchange Traded Fd T 2.6% Added +2%
GOOGL Alphabet Inc. 2.6% HeldIQLT iShares Tr 2.4% Added +2%
IEMG iShares Inc 1.9% Added +2%
GLD SPDR Gold Trust 1.8% Added +4%AMAT Applied Materials Inc 1.7% Trimmed −32%JPM JPMorgan Chase & Co 1.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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