Ascent Wealth Partners, LLC
All 13F Filings
- Location
- New Hartford, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 868,996
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/2/2026 | 183 | 868,996 | 13F-HR | Ascent Wealth Partners, LLC |
| Q3 2025 | 10/21/2025 | 181 | 862,103 | 13F-HR | Ascent Wealth Partners, LLC |
| Q2 2025 | 8/12/2025 | 174 | 810,379 | 13F-HR | Ascent Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 757.5 K | 87.2% | 6.902 K | 0 | 6.902 K |
| ETFs | 109.5 K | 12.6% | 0 | 40 | -40 |
| Debt | 1.933 K | 0.2% | 23 | 0 | 23 |
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Fund Snapshot
Q4 2025
Latest filed
2/2/2026
Total value ($000)
868,996
Holdings
183
QoQ value change ($000)
6,893
(0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.