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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 6 of 80  ·  1,586 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AVEM AMERICAN CENTY ETF TR 109,953.0 $10.6M 0.22% -1K -1.0% $96.49 -2.3%
102 FTSM FIRST TR EXCHANGE-TRADED FD 176,485.0 $10.5M 0.22% +53K +42.9% $59.73 +0.2%
103 J P MORGAN EXCHANGE TRADED F 198,439.0 $10.0M 0.21% +41K +26.2% $50.57
104 FV FIRST TR EXCHANGE TRADED FD 129,312.0 $9.8M 0.20% -4K -3.1% $75.88 -2.5%
105 UNH UNITEDHEALTH GROUP INC Healthcare 23,459.0 $9.8M 0.20% +463.0 +2.0% $415.62 -6.1%
106 SCHF SCHWAB STRATEGIC TR 350,303.0 $9.7M 0.20% -63K -15.3% $27.70 +2.7%
107 BLV VANGUARD BD INDEX FDS 140,270.0 $9.7M 0.20% +140K +10000.0% $68.93 -4.5%
108 IUSB ISHARES TR 209,211.0 $9.7M 0.20% +29K +16.1% $46.15 -1.6%
109 XLI SELECT SECTOR SPDR TR 52,096.0 $9.6M 0.20% -121K -69.8% $185.23 -2.7%
110 PG PROCTER & GAMBLE CO Consumer Defensive 65,741.0 $9.6M 0.20% +3K +5.4% $146.64 -1.3%
111 NEE Nextera Energy Inc Utilities 109,004.0 $9.6M 0.20% -5K -4.5% $87.77 -4.7%
112 BLK BLACKROCK INC Financial Services 9,789.0 $9.4M 0.20% +309.0 +3.3% $961.58 +20.3%
113 IYW ISHARES TR 37,237.0 $9.4M 0.20% -518.0 -1.4% $252.23 -2.0%
114 VRT VERTIV HOLDINGS CO Industrials 27,790.0 $9.3M 0.19% +2K +7.8% $334.82 -21.8%
115 SCHZ SCHWAB STRATEGIC TR 401,320.0 $9.3M 0.19% +21K +5.4% $23.13 -1.6%
116 FSLR First Solar Inc Energy 39,109.0 $9.2M 0.19% +2K +6.6% $235.96 -9.2%
117 TSLA Tesla Inc Consumer Cyclical 21,846.0 $9.2M 0.19% +429.0 +2.0% $420.60 -13.7%
118 EFA ISHARES TR 87,246.0 $9.1M 0.19% +788.0 +0.9% $103.88 +4.2%
119 VRP INVESCO EXCH TRADED FD TR II 360,366.0 $8.8M 0.18% -23K -6.0% $24.31 -0.6%
120 ABEV AMBEV SA Consumer Defensive 2,784,450.0 $8.7M 0.18% +384K +16.0% $3.14 -8.3%
Page 6 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 30.8%
Financial Services 21.4%
Industrials 11.4%
Healthcare 9.8%
Consumer Cyclical 6.1%
Communication Services 5.4%
Energy 5.1%
Consumer Defensive 4.4%
Utilities 2.1%
Real Estate 1.9%