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Portfolio (Quarterly) Guide ↗

Ashton Thomas Private Wealth, LLC

· CIK 0002019663
13F Portfolio $4.2B AUM 1,524 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 568 New 530 Added 301 Reduced 63 Exited
Page 3 of 27  ·  530 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IVLU ISHARES TR 310,270.0 $12.3M 0.29% +2K +0.7% $39.68 +5.7%
42 CGCP CAPITAL GRP FIXED INCM ETF T 492,684.0 $11.0M 0.26% +57K +13.2% $22.34 -0.8%
43 VTEB VANGUARD MUN BD FDS 210,798.0 $10.5M 0.25% +15K +7.5% $49.89 -0.1%
44 UNP UNION PAC CORP Industrials 42,451.0 $10.3M 0.24% +3K +6.5% $242.62 +11.0%
45 IJK ISHARES TR 102,025.0 $10.3M 0.24% +9K +9.3% $100.62 +9.7%
46 SCHF SCHWAB STRATEGIC TR 413,682.0 $10.2M 0.24% +133K +47.5% $24.75 +7.9%
47 VOE VANGUARD INDEX FDS 53,709.0 $9.9M 0.23% +4K +7.8% $184.28 +3.5%
48 NFLX NETFLIX INC. Communication Services 100,772.0 $9.7M 0.23% +19K +23.3% $96.15 -9.6%
49 BMY BRISTOL-MYERS SQUIBB CO Healthcare 153,986.0 $9.3M 0.22% +23K +17.6% $60.65 -6.0%
50 VWO VANGUARD INTL EQUITY INDEX F 170,674.0 $9.2M 0.22% +3K +1.5% $54.05 +8.1%
51 PG PROCTER & GAMBLE CO Consumer Defensive 62,382.0 $9.0M 0.21% +2K +3.8% $144.44 -1.2%
52 AVEM AMERICAN CENTY ETF TR 111,066.0 $8.9M 0.21% +29K +35.4% $80.58 +14.0%
53 LMBS FIRST TR EXCHANGE-TRADED FD 178,790.0 $8.9M 0.21% +12K +7.5% $49.81 -0.1%
54 SCHZ SCHWAB STRATEGIC TR 380,755.0 $8.8M 0.21% +11K +3.0% $23.22 -1.2%
55 SPGI S&P GLOBAL INC Financial Services 20,051.0 $8.5M 0.20% +3K +20.2% $425.35 -5.0%
56 IUSB ISHARES TR 180,265.0 $8.3M 0.20% +7K +3.9% $46.19 -1.1%
57 GILD GILEAD SCIENCES INC Healthcare 59,585.0 $8.3M 0.20% +5K +8.8% $139.37 -5.2%
58 AGG ISHARES TR 81,950.0 $8.1M 0.19% +9K +12.2% $99.27 -1.3%
59 TSLA TESLA INC Consumer Cyclical 21,417.0 $8.0M 0.19% +2K +12.5% $371.75 +19.2%
60 MCK MCKESSON CORP Healthcare 8,827.0 $7.6M 0.18% +694.0 +8.5% $865.37 -13.7%
Page 3 of 27  ·  530 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 26.5%
Financial Services 21.3%
Industrials 10.9%
Healthcare 10.3%
Communication Services 6.8%
Energy 6.6%
Consumer Cyclical 6.4%
Consumer Defensive 5.0%
Basic Materials 2.1%
Utilities 2.1%