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Portfolio (Quarterly) Guide ↗

Ashton Thomas Private Wealth, LLC

· CIK 0002019663
13F Portfolio $4.8B AUM 1,606 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 168 New 608 Added 484 Reduced 84 Exited
Page 2 of 31  ·  608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VUG VANGUARD INDEX FDS 266,088.0 $22.9M 0.48% +221K +491.3% $86.14 +2.1%
22 BIV VANGUARD BD INDEX FDS 282,994.0 $21.7M 0.45% +9K +3.4% $76.70 -1.2%
23 DYNF BLACKROCK ETF TRUST 318,972.0 $21.7M 0.45% +4K +1.3% $68.01 +2.1%
24 IAU ISHARES GOLD TR Financial Services 282,506.0 $21.3M 0.45% +5K +2.0% $75.51 +12.4%
25 WFC Wells Fargo & Co Financial Services 256,277.0 $21.2M 0.44% +73K +40.0% $82.64 +4.0%
26 FBND FIDELITY MERRIMACK STR TR 454,066.0 $20.7M 0.43% +67K +17.3% $45.49 -0.9%
27 XLC SELECT SECTOR SPDR TR 185,280.0 $19.8M 0.41% +96K +108.5% $107.13 +3.9%
28 V VISA INC Financial Services 57,273.0 $19.6M 0.41% +503.0 +0.9% $343.09 +6.5%
29 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 20,967.0 $19.6M 0.41% +473.0 +2.3% $935.46 +2.3%
30 FPE FIRST TR EXCH TRADED FD III 1,092,360.0 $19.5M 0.41% +167K +18.1% $17.88 -0.6%
31 PULS PGIM ETF TR 393,420.0 $19.5M 0.41% +27K +7.4% $49.55 +0.2%
32 XOM EXXON MOBIL CORP Energy 140,588.0 $19.2M 0.40% +5K +3.7% $136.72 +20.5%
33 IWR ISHARES TR 166,906.0 $18.4M 0.38% +9K +5.5% $110.32 +3.0%
34 ABBV Abbvie Inc Healthcare 72,676.0 $18.3M 0.38% +4K +5.6% $251.64 +5.7%
35 SSFI STRATEGY SHS 840,069.0 $17.9M 0.37% +213K +34.0% $21.32 -0.9%
36 AMD ADVANCED MICRO DEVICES INC Technology 28,889.0 $16.8M 0.35% +1K +4.5% $580.91 -19.7%
37 CAT CATERPILLAR INC Industrials 14,645.0 $15.6M 0.33% +925.0 +6.7% $1064.89 -23.4%
38 VB VANGUARD INDEX FDS 50,954.0 $15.4M 0.32% +1K +2.6% $303.12 +0.9%
39 AGG ISHARES TR 154,080.0 $15.3M 0.32% +72K +88.0% $98.98 -1.2%
40 C Citigroup Inc Financial Services 107,345.0 $15.0M 0.31% +4K +4.0% $139.96 -5.1%
Page 2 of 31  ·  608 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.2%
Financial Services 21.0%
Industrials 11.2%
Healthcare 9.6%
Communication Services 7.2%
Consumer Cyclical 6.0%
Energy 5.0%
Consumer Defensive 4.3%
Utilities 2.0%
Real Estate 1.9%