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Portfolio (Quarterly) Guide ↗

ASHTON THOMAS SECURITIES, LLC

· CIK 0000771572
13F Portfolio $677M AUM 378 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 61 New 176 Added 83 Reduced 127 Exited
Page 1 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 88,623.0 $60.8M 8.98% +3K +3.5% $686.39 +2.7%
2 OMFL INVESCO EXCH TRD SLF IDX FD 406,570.0 $27.9M 4.11% +17K +4.2% $68.51 +3.4%
3 NVDA NVIDIA CORPORATION Technology 135,105.0 $27.0M 3.98% +17K +14.8% $199.62 +8.3%
4 AAPL APPLE INC Technology 65,791.0 $19.0M 2.81% +7K +11.4% $289.05 +7.8%
5 MSFT MICROSOFT CORP Technology 44,121.0 $16.5M 2.44% +5K +11.4% $373.87 +29.8%
6 IMFL INVESCO EXCH TRD SLF IDX FD 476,142.0 $16.3M 2.41% +90K +23.3% $34.32 +2.8%
7 AMZN AMAZON COM INC Consumer Cyclical 64,429.0 $15.3M 2.26% +15K +30.8% $237.90 +9.1%
8 GOOGL ALPHABET INC Communication Services 42,008.0 $15.0M 2.22% +5K +12.3% $357.26 -3.5%
9 VEA VANGUARD TAX-MANAGED FDS 190,013.0 $13.5M 2.00% -2K -1.2% $71.26 +3.2%
10 RWL INVESCO EXCH TRADED FD TR II 97,432.0 $12.4M 1.84% NEW $127.65 +5.0%
11 SPYG SPDR SERIES TRUST 104,448.0 $12.4M 1.83% +100K +2391.6% $118.89 +1.4%
12 VTEB VANGUARD MUN BD FDS 223,378.0 $11.3M 1.67% +29K +15.0% $50.58 -2.1%
13 META META PLATFORMS INC Communication Services 18,594.0 $10.5M 1.54% +594.0 +3.3% $562.52 -2.2%
14 GTO INVESCO ACTIVELY MANAGED EXC 217,763.0 $10.2M 1.51% +85K +64.4% $46.82 -1.3%
15 XLK SELECT SECTOR SPDR TR 49,312.0 $9.4M 1.39% +2K +5.0% $190.30 -3.4%
16 GOVI INVESCO EXCH TRADED FD TR II 325,976.0 $8.8M 1.31% +273K +512.3% $27.12 -2.6%
17 VCIT VANGUARD SCOTTSDALE FDS 97,300.0 $8.0M 1.19% $82.65 -2.0%
18 AVGO BROADCOM INC Technology 20,630.0 $7.8M 1.15% +2K +8.6% $378.28 -2.7%
19 BERKSHIRE HATHAWAY INC DEL 15,260.0 $7.6M 1.12% -298.0 -1.9% $498.06
20 XLG INVESCO EXCHANGE TRADED FD T 123,103.0 $7.5M 1.11% -234K -65.5% $61.23 +1.7%
Page 1 of 19  ·  378 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 34.1%
Financial Services 15.9%
Consumer Cyclical 10.4%
Communication Services 10.3%
Healthcare 9.5%
Industrials 7.0%
Consumer Defensive 5.5%
Utilities 2.5%
Energy 2.5%
Basic Materials 1.3%