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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 8 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LST MANAGED PORTFOLIO SER 35,730.0 $1.7M 0.04% -6K -14.2% $46.73 +1.4%
142 SHM SPDR SERIES TRUST 34,536.0 $1.7M 0.04% -226.0 -0.7% $47.97 -0.5%
143 LNTH LANTHEUS HLDGS INC Healthcare 14,915.0 $1.7M 0.04% -6K -29.2% $110.94 -9.6%
144 WMB WILLIAMS COS INC Energy 21,860.0 $1.6M 0.03% -984.0 -4.3% $74.34 -3.6%
145 PAYX PAYCHEX INC Industrials 16,440.0 $1.6M 0.03% -6K -26.5% $98.33 +25.0%
146 ULTA ULTA BEAUTY INC Consumer Cyclical 3,547.0 $1.6M 0.03% -1K -28.6% $450.98 +14.2%
147 CPB THE CAMPBELLS COMPANY Consumer Defensive 71,168.0 $1.6M 0.03% -19K -20.8% $22.27 +6.7%
148 GRMN GARMIN LTD Technology 6,626.0 $1.6M 0.03% -92.0 -1.4% $237.54 +23.4%
149 VIGI VANGUARD WHITEHALL FDS 16,689.0 $1.6M 0.03% -45K -73.1% $93.38 +4.7%
150 GSIE GOLDMAN SACHS ETF TR 33,746.0 $1.5M 0.03% -333.0 -1.0% $45.70 +4.7%
151 JCI JOHNSON CONTROLS INTERNATION Industrials 10,543.0 $1.5M 0.03% -164.0 -1.5% $146.11 -2.0%
152 PSA PUBLIC STORAGE Real Estate 4,678.0 $1.5M 0.03% -864.0 -15.6% $318.33 +1.4%
153 DBX DROPBOX INC Technology 53,781.0 $1.5M 0.03% -17K -23.6% $27.47 +23.8%
154 DFIC DIMENSIONAL ETF TRUST 39,014.0 $1.5M 0.03% -456.0 -1.2% $37.26 +4.9%
155 IWX ISHARES TR 13,778.0 $1.4M 0.03% -4K -21.5% $105.16 +6.3%
156 FDX FEDEX CORP Industrials 4,618.0 $1.4M 0.03% -3K -35.2% $313.12 +4.1%
157 OMC Omnicom Group Inc Communication Services 19,795.0 $1.4M 0.03% -752.0 -3.7% $72.83 +19.6%
158 IMTM ISHARES TR 26,866.0 $1.4M 0.03% -7K -21.2% $53.33 +0.3%
159 KR KROGER CO Consumer Defensive 25,528.0 $1.4M 0.03% -4K -13.2% $55.53 +1.4%
160 EDGF ADVISORS INNER CIRCLE FD II 57,241.0 $1.4M 0.03% -10K -15.2% $24.64 +0.2%
Page 8 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%