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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 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QUAL ISHARES TR 91,877.0 $20.2M 0.42% -18K -16.0% $219.43 +2.2%
22 SHY ISHARES TR 207,508.0 $17.0M 0.35% -105K -33.6% $82.11 -0.1%
23 EFV ISHARES TR 215,428.0 $16.5M 0.34% -56K -20.7% $76.55 +6.5%
24 GDX VANECK ETF TRUST 214,437.0 $16.2M 0.34% -30K -12.4% $75.45 +29.0%
25 MRK MERCK & CO INC Healthcare 120,301.0 $15.5M 0.32% -4K -3.0% $128.50 +18.5%
26 CIBR FIRST TR EXCHANGE-TRADED FD 152,188.0 $13.7M 0.28% -6K -3.5% $89.85 +6.3%
27 ITOT ISHARES TR 81,389.0 $13.4M 0.28% -6K -6.4% $164.27 +2.7%
28 CVX CHEVRON CORPORATION Energy 79,011.0 $13.1M 0.27% -5K -5.5% $165.76 +24.1%
29 AVEM AMERICAN CENTY ETF TR 109,953.0 $10.6M 0.22% -1K -1.0% $96.49 -3.6%
30 FV FIRST TR EXCHANGE TRADED FD 129,312.0 $9.8M 0.20% -4K -3.1% $75.88 -2.5%
31 SCHF SCHWAB STRATEGIC TR 350,303.0 $9.7M 0.20% -63K -15.3% $27.70 +1.8%
32 XLI SELECT SECTOR SPDR TR 52,096.0 $9.6M 0.20% -121K -69.8% $185.23 -1.8%
33 NEE Nextera Energy Inc Utilities 109,004.0 $9.6M 0.20% -5K -4.5% $87.77 -2.1%
34 IYW ISHARES TR 37,237.0 $9.4M 0.20% -518.0 -1.4% $252.23 -1.8%
35 VRP INVESCO EXCH TRADED FD TR II 360,366.0 $8.8M 0.18% -23K -6.0% $24.31 -0.6%
36 IWM ISHARES TR 28,821.0 $8.7M 0.18% -328.0 -1.1% $300.45 +0.4%
37 EMLP FIRST TR EXCHANGE-TRADED FD 196,225.0 $8.5M 0.18% -2K -0.9% $43.50 +2.1%
38 EMB ISHARES TR 87,127.0 $8.4M 0.17% -2K -2.0% $96.44 -1.4%
39 VBR VANGUARD INDEX FDS 32,852.0 $8.0M 0.17% -181.0 -0.6% $242.99 +2.9%
40 HYG ISHARES TR 93,996.0 $7.5M 0.16% -80K -46.1% $79.97 -0.3%
Page 2 of 25  ·  484 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%