DOSSIER · 13F-HR · Q1 2026

Ashton Thomas Private Wealth, LLC

Ashton Thomas Private Wealth's asset manager based in San Francisco, CA $4.2B in tracked AUM across 1,524 positions as of Q1 2026.

AT
Ashton Thomas Private Wealth·San Francisco, CA·Asset Manager
CIK 0002019663 · last filed Mar 31, 2026
Total AUM
$4.2B
7.6%
vs prior
Holdings
1,524
positions
Whale Score
47
47
tracked
Activity
no data
changes this Q
Top sector
Financials
47% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Ashton Thomas Private Wealth, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BIL
SPDR SERIES TRUST
$176M1.9M4.2%
02
AAPL
APPLE INC
$148M581K3.5%
03
XLK
SELECT SECTOR SPDR TR
$97M729K2.3%
04
NVDA
NVIDIA CORPORATION
$66M380K1.6%
05
IVV
ISHARES TR
$65M99K1.5%
06
MSFT
MICROSOFT CORP
$63M170K1.5%
07
CHYM
CHIME FINL INC
$53M2.9M1.3%
08
SSUS
STRATEGY SHS
$52M1.1M1.2%
09
SPY
STATE STR SPDR S&P 500 ETF T
$42M79K1.0%
10
AMZN
AMAZON COM INC
$42M203K1.0%

Filing history

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