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Filers›Family Office›ASHTON THOMAS SECURITIES, LLC
DOSSIER · 13F-HR · Q1 2026

ASHTON THOMAS SECURITIES, LLC

ASHTON THOMAS SECURITIES's family office based in New York, NY — $797M in tracked AUM across 444 positions as of Q1 2026.

AT
ASHTON THOMAS SECURITIES·New York, NY·Family Office
CIK 0000771572 · last filed Mar 31, 2026
Total AUM
$797M
▲ 11.2%
vs prior
Holdings
444
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

ASHTON THOMAS SECURITIES, 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
VOO
VANGUARD INDEX FDS
$51M86K6.4%
02
OMFL
INVESCO EXCH TRD SLF IDX FD
$23M390K2.9%
03
NVDA
NVIDIA CORPORATION
$21M118K2.6%
04
XLG
INVESCO EXCHANGE TRADED FD T
$19M357K2.4%
05
IVV
ISHARES TR
$19M30K2.4%
06
IEMG
ISHARES INC
$18M251K2.2%
07
AAPL
APPLE INC
$15M59K1.9%
08
MSFT
MICROSOFT CORP
$15M40K1.8%
09
IEFA
ISHARES TR
$13M145K1.6%
10
VEA
VANGUARD TAX-MANAGED FDS
$12M192K1.5%

Filing history

Filing history loading…
AI Agent · grounded in ASHTON
haiku-4-5 · 444 positions indexed
Sector mix
  • Tech5%
  • Financials9%
  • Health Care14%
  • Communications6%
  • Industrials45%
  • Energy26%
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