Ascent Wealth Partners, LLC
RIA/Wealth
Ascent Wealth Partners, LLC is a RIA/Wealth based in New Hartford, NY led by Christopher Boyan Lai, reporting $1.3B in AUM as of Q3 2025 with 35% ETF concentration.
CIOChristopher Boyan Lai
- Portfolio Value
- $862.1M
- Positions
- 181
- Top Holding
- IWF at 8.72%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Ascent Wealth Partners, LLC's portfolio (37.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $75.1M | 8.72% | -$727.0K Sold | — 160.4K shares | |
ETF ETF | $57.0M | 6.61% | +$186.1K Bought | — 94.9K shares | |
Consumer Electronics Technology | $38.9M | 4.51% | -$174.7K Sold | 0.00% 152.8K shares | |
ETF ETF | $37.9M | 4.40% | +$1.1M Bought | — 63.6K shares | |
Software - Infrastructure Technology | $24.7M | 2.86% | -$118.1K Sold | 0.00% 47.7K shares | |
Internet Content & Information Communication Services | $19.0M | 2.20% | -$67.3K Sold | 0.00% 78.1K shares | |
ETF ETF | $18.9M | 2.20% | +$780.0K Bought | — 99.8K shares | |
ETF ETF | $18.3M | 2.12% | +$875.9K Bought | — 414.5K shares | |
Banks - Diversified Financial Services | $15.8M | 1.83% | -$61.8K Sold | 0.00% 50.1K shares | |
Unknown Unknown | $14.9M | 1.73% | +$826.5K Bought | — 42.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Ascent Wealth Partners, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-92.61% | |
-68.94% | |
-40.42% |
Analytics
Portfolio insights and performance metrics for Ascent Wealth Partners, LLC
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