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Home > Institutional Investor > Ascent Wealth Partners, Llc > Profile

Instuitional Investor - Ascent Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Ascent Wealth Partners, Llc
Portfolio Value $1,012,850,101
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 99,227 $73,405,502 7.25%
2.
Ishares Trust
 IEF 469,019 $58,749,320 5.8%
3.
Apple Inc.
 AAPL 167,966 $55,936,047 5.52%
4.
Microsoft Corp
 MSFT 60,672 $31,118,852 3.07%
5.
Spdr S & P Midcap 400 Etf Trust
 MDY 43,795 $28,760,614 2.84%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.