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Funds / Ashton Thomas Private Wealth, LLC
Institutional Fund

Ashton Thomas Private Wealth, LLC

Scottsdale, AZCIK 20196635 filings on record

Portfolio Value
$4.23B
Q1 2026
Holdings
1,500
Reported positions
New Buys
566
Opened this quarter
QoQ Change
+3.2%
from $4.10B

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Spdr Series Trust4.2%
  • Apple Inc3.5%
  • Select Sector Spdr Tr2.3%
  • Nvidia Corporation1.6%
  • Ishares Tr1.5%
  • Microsoft Corp1.5%
  • Other85.5%

Portfolio Holdings

1,500 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Spdr Series Trust1.92M$175.76M4.2%79.5KReduced
2Apple Inc581.2K$147.50M3.5%+56.0KAdded
3Select Sector Spdr Tr729.0K$96.88M2.3%+7.1KAdded
4Nvidia Corporation379.7K$66.21M1.6%+30.2KAdded
5Ishares Tr99.0K$64.67M1.5%30.3KReduced
6Microsoft Corp170.3K$63.04M1.5%+55Added
7Chime Finl Inc2.85M$53.44M1.3%2.28MReduced
8Strategy Shs1.11M$51.87M1.2%34.1KReduced
9Spdr S&P 500 ETF Tr79.0K$42.22M1.0%+18.2KAdded
10Amazon Com Inc202.6K$42.21M1.0%+10.6KAdded

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