Ascent Wealth Partners, LLC: 13F holdings
CIK 15468652026Q2
| Positions | 200 |
|---|---|
| Reported value | $1.0bn |
| Filed | 2026-07-31 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| QQQ INVESCO QQQ TR | 100,147 | $73.7m | 7.4% |
| IWF ISHARES TR | 470,096 | $58.4m | 5.8% |
| AAPL APPLE INC | 165,586 | $47.9m | 4.8% |
| AMAT APPLIED MATLS INC | 49,131 | $35.5m | 3.6% |
| MDY SPDR S&P MIDCAP 400 ETF TR | 43,120 | $30.3m | 3.0% |
| GOOGL ALPHABET INC | 74,538 | $26.6m | 2.7% |
| RSP INVESCO EXCHANGE TRADED FD T | 124,512 | $26.5m | 2.6% |
| IQLT ISHARES TR | 483,164 | $23.9m | 2.4% |
| MSFT MICROSOFT CORP | 60,904 | $22.7m | 2.3% |
| IEMG ISHARES INC | 230,767 | $19.1m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1546865")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.