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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 6 of 27  ·  530 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SMH VANECK ETF TRUST 12,737.0 $4.9M 0.12% +102.0 +0.8% $383.40 +41.8%
102 VTES VANGUARD WELLINGTON FD 47,496.0 $4.8M 0.11% +1K +2.2% $101.14 -0.4%
103 THRO BLACKROCK ETF TRUST 132,399.0 $4.8M 0.11% +21K +18.5% $36.22 +16.3%
104 SCHW SCHWAB CHARLES CORP Financial Services 50,747.0 $4.8M 0.11% +11K +27.6% $93.98 -1.7%
105 SHV ISHARES TR 43,150.0 $4.8M 0.11% +13K +45.5% $110.39 -0.1%
106 SPMO INVESCO EXCH TRADED FD TR II 42,463.0 $4.8M 0.11% +14K +50.7% $112.11 +26.0%
107 SCHD SCHWAB STRATEGIC TR 152,376.0 $4.7M 0.11% +133K +693.4% $30.68 +3.9%
108 TBIL RBB FD INC 93,304.0 $4.7M 0.11% +8K +9.7% $49.86 +0.2%
109 VDE VANGUARD WORLD FD 26,465.0 $4.6M 0.11% +585.0 +2.3% $173.04 -1.1%
110 AEP AMERICAN ELEC PWR CO INC Utilities 34,921.0 $4.6M 0.11% +4K +13.3% $131.08 -3.8%
111 GOVT ISHARES TR 198,436.0 $4.5M 0.11% +133K +203.5% $22.91 -1.5%
112 FIXD FIRST TR EXCHNG TRADED FD VI 101,987.0 $4.4M 0.10% +10K +11.5% $43.59 -0.8%
113 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 13,138.0 $4.4M 0.10% +2K +14.3% $337.94 +17.0%
114 AMAT APPLIED MATLS INC Technology 12,683.0 $4.3M 0.10% +3K +27.7% $341.80 +21.1%
115 PM PHILIP MORRIS INTL INC Consumer Defensive 26,040.0 $4.3M 0.10% +3K +14.0% $165.34 +15.6%
116 PDBC INVESCO ACTVELY MNGD ETC FD 246,943.0 $4.3M 0.10% +139K +129.0% $17.32 +8.7%
117 VCSH VANGUARD SCOTTSDALE FDS 53,295.0 $4.2M 0.10% +3K +6.0% $79.27 -0.6%
118 SJT SAN JUAN BASIN RTY TR Energy 867,711.0 $4.2M 0.10% +97K +12.7% $4.81 -8.7%
119 SU SUNCOR ENERGY INC NEW Energy 61,662.0 $4.1M 0.10% +1K +2.0% $66.11 +5.4%
120 UCON FIRST TR EXCHNG TRADED FD VI 162,013.0 $4.0M 0.10% +8K +5.5% $24.77 +0.1%
Page 6 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%