Arkolith/Funds/Ashton Thomas Private Wealth, LLC

Ashton Thomas Private Wealth, LLC

CIK 2019663Wealth platform
Holdings as of Mar 31, 2026·disclosed May 11, 2026·~41-day 13F lag·13F-HR
Active Filer

Ashton Thomas Private Wealth, LLC holds a diversified book of 1500 stocks worth $4.2B as of Q1 2026 (disclosed May 11, 2026, a ~45-day 13F lag). This quarter they opened Alpha Architect 1-3 MNTH Box and trimmed SS SPDR BB 1-3M T-Bill ETF. Their largest long position is SS SPDR BB 1-3M T-Bill ETF at 4% of the equity book.

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Use Arkolith to show Ashton Thomas Private Wealth, LLC's latest
holdings, largest changes, and filing provenance.
Opened
568
new positions
Added to
557
existing
Trimmed
326
reduced
Sold out
48
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
13%
Top 10 holdings
19%
Top 20 holdings
28%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

46% mapped to company sectors

ETF / fund or unclassified
54%
Information Technology
15%
Financials
9%
Industrials
6%
Health Care
4%
Consumer Discretionary
4%
Energy
2%
Materials
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,500 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
STATE STREET SPD
$175.8M1.92M
4.2%
−4.0%
Reduced · −80K sh
2Apple Inc
COM
$147.5M581.2K
3.5%
+11%
Added · +56K sh
3Select Sector SPDR TR
STATE STREET TEC
$96.9M729.0K
2.3%
+1.0%
Added · +7K sh
4Nvidia Corporation
COM
$66.2M379.7K
1.6%
+8.6%
Added · +30K sh
5Ishares TR
CORE S&P500 ETF
$64.7M99.0K
1.5%
−23%
Reduced · −30K sh
6Microsoft Corp
COM
$63.0M170.3K
1.5%
~0%
Added · +55 sh
7Chime Finl Inc
COM SHS CL A
$53.4M2.85M
1.3%
−44%
Reduced · −2.3M sh
8Strategy SHS
DAY HAGAN SMART
$51.9M1.11M
1.2%
−3.0%
Reduced · −34K sh
9State STR SPDR S&P 500 ETF T
TR UNIT
$42.2M79.0K
1.0%
+30%
Added · +18K sh
10Amazon Com Inc
COM
$42.2M202.6K
1.0%
+5.5%
Added · +11K sh
11C H Robinson Worldwide In
COM NEW
$42.2M253.9K
1.0%
+0.5%
Added · +1K sh
12Strategy SHS
DAY HAGAN SMART
$40.8M1.59M
1.0%
+6.4%
Added · +96K sh
13Vanguard Index FDS
MID CAP ETF
$39.1M136.3K
0.9%
+4.1%
Added · +5K sh
14Alphabet Inc
CAP STK CL A
$38.2M132.8K
0.9%
+3.5%
Added · +5K sh
15Broadcom Inc
COM
$38.1M123.0K
0.9%
−1.1%
Reduced · −1K sh
16Schwab Strategic TR
US LRG CAP ETF
$36.3M1.42M
0.9%
+0.7%
Added · +10K sh
17Alphabet Inc
CAP STK CL C
$36.3M126.7K
0.9%
+1.2%
Added · +2K sh
18SPDR Series Trust
STATE STREET SPD
$36.3M365.3K
0.9%
−6.3%
Reduced · −25K sh
19Ea Series Trust
ALPHA ARCH 1-3
$36.3M311.7K
0.9%
New
New position
20SPDR Gold TR
GOLD SHS
$35.4M82.2K
0.8%
−20%
Reduced · −20K sh
21Amgen Inc
COM
$35.3M100.2K
0.8%
+4.6%
Added · +4K sh
22Ishares TR
CORE S&P MCP ETF
$31.9M472.2K
0.8%
+2.9%
Added · +13K sh
23Ishares TR
CORE S&P SCP ETF
$30.6M246.2K
0.7%
−12%
Reduced · −33K sh
24Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$30.5M475.5K
0.7%
+27%
Added · +101K sh
25JPMorgan Chase & Co
COM
$30.3M103.0K
0.7%
−1.5%
Reduced · −2K sh
26SPDR Series Trust
STATE STREET SPD
$29.7M388.1K
0.7%
+170%
Added · +244K sh
27Ishares TR
RUS 1000 GRW ETF
$29.6M69.4K
0.7%
−3.1%
Reduced · −2K sh
28Select Sector SPDR TR
STATE STREET IND
$27.9M172.6K
0.7%
+413%
Added · +139K sh
29Ishares TR
ESG AWR MSCI USA
$26.3M186.0K
0.6%
−0.7%
Reduced · −1K sh
30Berkshire Hathaway Inc Del
CL B NEW
$25.9M54.1K
0.6%
−1.1%
Reduced · −577 sh
31Ishares TR
1 3 YR TREAS BD
$25.8M312.3K
0.6%
+21%
Added · +53K sh
32Ishares Gold TR
ISHARES NEW
$24.4M277.1K
0.6%
−6.5%
Reduced · −19K sh
33Meta Platforms Inc
CL A
$24.4M42.6K
0.6%
−8.1%
Reduced · −4K sh
34Vanguard Index FDS
VALUE ETF
$24.2M123.2K
0.6%
+43%
Added · +37K sh
35Ishares TR
S&P 500 VAL ETF
$23.8M112.8K
0.6%
+17%
Added · +17K sh
36Ishares Inc
CORE MSCI EMKT
$23.7M339.1K
0.6%
+1.4%
Added · +5K sh
37Exxon Mobil Corp
COM
$23.0M135.6K
0.5%
−12%
Reduced · −19K sh
38Invesco QQQ TR
UNIT SER 1
$22.6M39.2K
0.5%
−3.5%
Reduced · −1K sh
39Eli Lilly & Co
COM
$22.6M24.5K
0.5%
+16%
Added · +3K sh
40Vaneck ETF Trust
GOLD MINERS ETF
$22.5M244.8K
0.5%
+151%
Added · +147K sh
41Ishares TR
S&P 500 GRWT ETF
$22.5M198.5K
0.5%
+1.3%
Added · +3K sh
42Ishares TR
CORE MSCI EAFE
$22.3M246.6K
0.5%
+0.6%
Added · +1K sh
43Select Sector SPDR TR
STATE STREET HEA
$21.1M144.2K
0.5%
−21%
Reduced · −37K sh
44Vanguard BD Index FDS
INTERMED TERM
$21.1M273.8K
0.5%
+29%
Added · +62K sh
45Ishares TR
MSCI USA QLT FCT
$21.0M109.4K
0.5%
−10%
Reduced · −12K sh
46Costco Wholesale Corporation
COM
$20.4M20.5K
0.5%
+4.5%
Added · +890 sh
47Ishares TR
EAFE VALUE ETF
$20.2M271.8K
0.5%
−1.8%
Reduced · −5K sh
48Vanguard Index FDS
GROWTH ETF
$19.7M45.0K
0.5%
+22%
Added · +8K sh
49Ishares TR
RUS 1000 VAL ETF
$19.4M90.6K
0.5%
−1.1%
Reduced · −1K sh
50Ishares Inc
MSCI EMRG CHN
$18.8M239.3K
0.4%
+18%
Added · +37K sh
Showing 50 of 1,500 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 11, 20261,524$4.2B13F-HR
Q4 2025Dec 31, 2025Jan 29, 20261,000$4.1B13F-HR
Q3 2025Sep 30, 2025Nov 4, 2025967$3.9B13F-HR
Q2 2025Jun 30, 2025Aug 1, 2025834$2.8B13F-HR
Q1 2025Mar 31, 2025May 16, 2025798$2.6B13F-HR
Q4 2024Dec 31, 2024Feb 7, 2025763$2.6B13F-HR
Q3 2024Sep 30, 2024Nov 5, 2024629$1.9B13F-HR
Q2 2024Jun 30, 2024Aug 7, 20241,946$1.8B13F-HR
Q1 2024Mar 31, 2024Apr 22, 2024607$1.7B13F-HR
Q4 2023Dec 31, 2023Apr 22, 2024584$1.6B13F-HR
Q3 2023Sep 30, 2023Apr 22, 2024563$1.4B13F-HR
Q2 2023Jun 30, 2023Apr 23, 2024574$1.3B13F-HR
Q1 2023Mar 31, 2023Apr 23, 2024495$1.1B13F-HR
Q4 2022Dec 31, 2022Apr 22, 2024472$1.0B13F-HR
Q3 2022Sep 30, 2022Apr 22, 2024446$885.5M13F-HR
Q2 2022Jun 30, 2022Apr 22, 2024448$924.5M13F-HR
Q1 2022Mar 31, 2022Apr 22, 2024467$1.1B13F-HR
Q4 2021Dec 31, 2021Apr 22, 2024441$1.0B13F-HR
Q3 2021Sep 30, 2021Apr 22, 2024363$692.4M13F-HR
Q2 2021Jun 30, 2021Apr 22, 2024333$655.0M13F-HR
Q1 2021Mar 31, 2021Apr 22, 2024296$591.0M13F-HR
Q4 2020Dec 31, 2020Apr 22, 2024301$523.9M13F-HR
Q3 2020Sep 30, 2020Apr 22, 2024251$397.9M13F-HR
Q2 2020Jun 30, 2020Apr 22, 2024230$336.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.