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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 2 of 76  ·  1,502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMGN AMGEN INC Healthcare 100,206.0 $35.3M 0.83% +4K +4.6% $351.85 -8.4%
22 IJH ISHARES TR 472,175.0 $31.9M 0.76% +13K +2.9% $67.53 +7.0%
23 IJR ISHARES TR 246,161.0 $30.6M 0.72% -33K -11.9% $124.31 +8.0%
24 VEA VANGUARD TAX-MANAGED FDS 475,483.0 $30.5M 0.72% +101K +26.9% $64.08 +8.6%
25 JPM JPMORGAN CHASE & CO Financial Services 102,974.0 $30.3M 0.72% -2K -1.5% $294.16 +1.6%
26 SPYM SPDR SERIES TRUST 388,066.0 $29.7M 0.70% +244K +170.0% $76.54 +13.8%
27 IWF ISHARES TR 69,394.0 $29.6M 0.70% -2K -3.1% $426.40 -70.9%
28 XLI SELECT SECTOR SPDR TR 172,598.0 $27.9M 0.66% +139K +412.7% $161.73 +5.6%
29 ESGU ISHARES TR 186,049.0 $26.3M 0.62% -1K -0.7% $141.42 +13.7%
30 BERKSHIRE HATHAWAY INC DEL 54,129.0 $25.9M 0.61% -577.0 -1.1% $479.20
31 SHY ISHARES TR 312,333.0 $25.8M 0.61% +53K +20.5% $82.57 -0.6%
32 IAU ISHARES GOLD TR Financial Services 277,084.0 $24.4M 0.58% -19K -6.5% $88.16 -2.4%
33 META META PLATFORMS INC Communication Services 42,650.0 $24.4M 0.58% -4K -8.1% $572.13 +6.0%
34 VTV VANGUARD INDEX FDS 123,156.0 $24.2M 0.57% +37K +43.2% $196.20 +5.4%
35 IVE ISHARES TR 112,776.0 $23.8M 0.56% +17K +17.2% $211.15 +5.8%
36 IEMG ISHARES INC 339,108.0 $23.7M 0.56% +5K +1.4% $69.75 +14.8%
37 XOM EXXON MOBIL CORP Energy 135,616.0 $23.0M 0.55% -19K -12.0% $169.66 -8.3%
38 QQQ INVESCO QQQ TR Financial Services 39,218.0 $22.6M 0.54% -1K -3.5% $577.18 +23.1%
39 LLY ELI LILLY & CO Healthcare 24,538.0 $22.6M 0.53% +3K +16.1% $919.76 +7.7%
40 GDX VANECK ETF TRUST 244,754.0 $22.5M 0.53% +147K +150.8% $91.77 -3.4%
Page 2 of 76  ·  1,502 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%