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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 3 of 31  ·  608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VNQ VANGUARD INDEX FDS 153,632.0 $14.8M 0.31% +3K +1.7% $96.43 +2.3%
42 VOO VANGUARD INDEX FDS 20,743.0 $14.2M 0.30% +4K +24.7% $686.80 +2.9%
43 BAC BANK OF AMER CORP Financial Services 245,574.0 $14.0M 0.29% +10K +4.3% $56.98 +10.9%
44 EFG ISHARES TR 111,344.0 $13.9M 0.29% +23K +25.8% $124.42 +0.8%
45 IVLU ISHARES TR 317,809.0 $13.3M 0.28% +8K +2.4% $41.82 +5.3%
46 HD HOME DEPOT INC Consumer Cyclical 37,254.0 $13.1M 0.27% +6K +18.3% $352.68 -2.4%
47 XLE SELECT SECTOR SPDR TR 239,479.0 $12.7M 0.27% +41K +20.5% $53.11 +19.7%
48 IJK ISHARES TR 107,553.0 $12.6M 0.26% +6K +5.4% $117.50 -1.1%
49 PANW PALO ALTO NETWORKS INC Technology 35,285.0 $12.0M 0.25% +2K +7.3% $341.02 +5.5%
50 CGCP CAPITAL GRP FIXED INCM ETF T 538,086.0 $12.0M 0.25% +45K +9.2% $22.29 -0.9%
51 UNP UNION PAC CORP Industrials 43,925.0 $11.9M 0.25% +1K +3.5% $272.00 +11.0%
52 VTEB VANGUARD MUN BD FDS 234,855.0 $11.9M 0.25% +24K +11.4% $50.58 -1.8%
53 BSJS INVESCO EXCH TRD SLF IDX FD 543,796.0 $11.8M 0.25% +14K +2.7% $21.75 +0.4%
54 CRWD CROWDSTRIKE HLDGS INC Technology 15,020.0 $11.5M 0.24% +2K +12.6% $190.78 +5.7%
55 VXUS VANGUARD STAR FDS 133,629.0 $11.4M 0.24% +109K +451.6% $85.49 +1.7%
56 ETN EATON CORP PLC Industrials 26,790.0 $11.4M 0.24% +1K +4.5% $426.13 -0.3%
57 WMT WALMART INC Consumer Defensive 99,262.0 $11.2M 0.23% +5K +5.0% $113.26 +0.9%
58 LMBS FIRST TR EXCHANGE-TRADED FD 221,517.0 $11.0M 0.23% +43K +23.9% $49.78 -0.1%
59 AMAT APPLIED MATLS INC Technology 14,999.0 $10.8M 0.23% +2K +18.3% $723.00 -31.4%
60 GBCI GLACIER BANCORP INC NEW Financial Services 210,011.0 $10.8M 0.23% +10K +4.8% $51.58 -7.0%
Page 3 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%