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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 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VUG VANGUARD INDEX FDS 266,088.0 $22.9M 0.48% +221K +491.3% $86.14 +1.6%
42 XLV SELECT SECTOR SPDR TR 144,201.0 $22.9M 0.48% $158.66 +11.0%
43 IVE ISHARES TR 97,126.0 $22.1M 0.46% -16K -13.9% $227.06 +5.5%
44 MU MICRON TECHNOLOGY INC Technology 18,946.0 $21.9M 0.46% -2K -8.0% $1154.32 -20.5%
45 BIV VANGUARD BD INDEX FDS 282,994.0 $21.7M 0.45% +9K +3.4% $76.70 -1.2%
46 DYNF BLACKROCK ETF TRUST 318,972.0 $21.7M 0.45% +4K +1.3% $68.01 +2.1%
47 IAU ISHARES GOLD TR Financial Services 282,506.0 $21.3M 0.45% +5K +2.0% $75.51 +11.4%
48 WFC Wells Fargo & Co Financial Services 256,277.0 $21.2M 0.44% +73K +40.0% $82.64 +5.2%
49 IWD ISHARES TR 86,242.0 $20.9M 0.44% -4K -4.8% $242.43 +7.0%
50 FBND FIDELITY MERRIMACK STR TR 454,066.0 $20.7M 0.43% +67K +17.3% $45.49 -1.0%
51 VTI VANGUARD INDEX FDS 55,263.0 $20.4M 0.43% $370.04 +2.6%
52 QUAL ISHARES TR 91,877.0 $20.2M 0.42% -18K -16.0% $219.43 +2.7%
53 XLC SELECT SECTOR SPDR TR 185,280.0 $19.8M 0.41% +96K +108.5% $107.13 +4.2%
54 V VISA INC Financial Services 57,273.0 $19.6M 0.41% +503.0 +0.9% $343.09 +7.7%
55 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 20,967.0 $19.6M 0.41% +473.0 +2.3% $935.46 +4.5%
56 FPE FIRST TR EXCH TRADED FD III 1,092,360.0 $19.5M 0.41% +167K +18.1% $17.88 -0.7%
57 PULS PGIM ETF TR 393,420.0 $19.5M 0.41% +27K +7.4% $49.55 +0.2%
58 XOM EXXON MOBIL CORP Energy 140,588.0 $19.2M 0.40% +5K +3.7% $136.72 +22.9%
59 IWR ISHARES TR 166,906.0 $18.4M 0.38% +9K +5.5% $110.32 +3.1%
60 ABBV Abbvie Inc Healthcare 72,676.0 $18.3M 0.38% +4K +5.6% $251.64 +5.5%
Page 3 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%