Long-term investor
Ascent Wealth Partners, LLC @ascentwealthpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001546865).
Record
- Tracked since 2025-06-30 (441 days), 69 trades recorded
- Returns: week n/a · month n/a · 90 days +10.6% · 6 months n/a · 1 year +14.4% · all +14.4%
- Max drawdown n/a · win rate 19% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 7.4% · long · since 2025-06-30
- IWF · 5.8% · long · since 2025-06-30
- AAPL · 4.8% · long · since 2025-06-30
- AMAT · 3.6% · long · since 2025-06-30
- MDY · 3.0% · long · since 2025-06-30
- GOOGL · 2.7% · long · since 2025-06-30
- RSP · 2.6% · long · since 2025-06-30
- IQLT · 2.4% · long · since 2025-06-30
- MSFT · 2.3% · long · since 2025-06-30
- IEMG · 1.9% · long · since 2026-03-31
- CAT · 1.7% · long · since 2025-06-30
- VB · 1.7% · long · since 2026-03-31