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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 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IJH ISHARES TR 473,125.0 $36.5M 0.76% $77.11 +0.0%
22 IJR ISHARES TR 240,301.0 $35.6M 0.74% -6K -2.4% $148.31 +0.1%
23 LRCX LAM RESEARCH CORP Technology 81,129.0 $35.2M 0.73% -2K -1.9% $433.33 -28.6%
24 JPM JPMORGAN CHASE & CO Financial Services 104,989.0 $34.4M 0.72% +2K +2.0% $327.33 +10.3%
25 GLD SPDR GOLD TR Financial Services 92,391.0 $34.0M 0.71% +10K +12.4% $368.38 +11.4%
26 IWF ISHARES TR 270,163.0 $33.5M 0.70% +201K +289.3% $124.17 -1.7%
27 QQQ INVESCO QQQ TR Financial Services 44,330.0 $32.6M 0.68% +5K +13.0% $735.25 -3.1%
28 SPYM SPDR SERIES TRUST 358,629.0 $31.5M 0.66% -29K -7.6% $87.88 +3.0%
29 ESGU ISHARES TR 182,890.0 $29.9M 0.62% -3K -1.7% $163.67 +2.8%
30 META META PLATFORMS INC Communication Services 51,067.0 $28.8M 0.60% +8K +19.7% $563.29 -3.1%
31 SSXU STRATEGY SHS 772,234.0 $27.4M 0.57% +255K +49.3% $35.42 +2.4%
32 IVW ISHARES TR 192,433.0 $26.5M 0.55% -6K -3.1% $137.53 +1.0%
33 BILS SPDR SERIES TRUST 262,178.0 $26.1M 0.54% -103K -28.2% $99.38 -0.1%
34 IEMG ISHARES INC 313,045.0 $25.9M 0.54% -26K -7.7% $82.84 -3.0%
35 BERKSHIRE HATHAWAY INC DEL 51,272.0 $25.7M 0.54% -3K -5.3% $500.39
36 LLY ELI LILLY & CO Healthcare 21,219.0 $25.5M 0.53% -3K -13.5% $1199.45 +7.2%
37 VTV VANGUARD INDEX FDS 115,263.0 $25.1M 0.52% -8K -6.4% $217.93 +4.7%
38 EMXC ISHARES INC 243,929.0 $25.0M 0.52% +5K +1.9% $102.30 -6.4%
39 IEFA ISHARES TR 247,653.0 $23.9M 0.50% $96.58 +3.9%
40 CSCO CISCO SYS INC Technology 197,451.0 $23.2M 0.48% -31K -13.7% $117.46 -5.8%
Page 2 of 80  ·  1,586 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%