Ascent Wealth Partners, LLC
All 13F Filings
- Location
- New Hartford, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,000,068
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/31/2026 | 200 | 1,000,068 | 13F-HR | Ascent Wealth Partners, LLC |
| Q1 2026 | 5/6/2026 | 188 | 860,328 | 13F-HR | Ascent Wealth Partners, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 651.8 K | 65.2% | 88.38 K | 0 | 88.38 K |
| ETFs | 345.2 K | 34.5% | 51.31 K | 0 | 51.31 K |
| Debt | 3.056 K | 0.3% | 62 | 0 | 62 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
1,000,068
Holdings
200
QoQ value change ($000)
139,740
(16.2%)
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.