Arkolith/Funds/Ashton Thomas Securities, LLC

Ashton Thomas Securities, LLC

CIK 771572
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Ashton Thomas Securities, LLC holds a diversified book of 377 stocks worth $676.4M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened Invesco S&P 500 Revenue ETF and trimmed Vanguard Ftse Developed ETF. Their largest long position is Vanguard S&P 500 ETF at 9% of the equity book. They also disclosed $672K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +28% (+13.4%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show ASHTON THOMAS SECURITIES, LLC's latest
holdings, largest changes, and filing provenance.
Opened
76
new positions
Added to
183
existing
Trimmed
88
reduced
Sold out
127
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+28.2%
+13.4%/yr · since Aug '24
Their reported book
+25.3%
held from quarter-end
S&P 500
+45.3%
same window
$9K$11K$12K$13K$15KAug '24Jan '25May '25Oct '25Mar '26Aug '26
Ashton Thomas Securities, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.9 points over this window.

Growth of $10,000 cloning Ashton Thomas Securities, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~27 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
33%
Top 20 holdings
47%

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

Direct sector allocation

47% mapped to company sectors

ETF / fund or unclassified
53%
Information Technology
21%
Consumer Discretionary
6%
Financials
6%
Health Care
4%
Industrials
3%
Consumer Staples
2%
Utilities
1%

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

Funds with the most overlap

Other tracked managers holding the same core names as Ashton Thomas Securities, LLC

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.78 / 80$16.8B
Concurrent Investment Advisors, LLC78 / 80$3.7B
IFP Advisors, Inc78 / 80$1.3B
MORGAN STANLEY77 / 80$536.7B
LPL Financial LLC77 / 80$82.9B
ENVESTNET ASSET MANAGEMENT INC77 / 80$82.2B
COMMONWEALTH EQUITY SERVICES, LLC77 / 80$17.6B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC77 / 80$12.5B

Ranked by how many of Ashton Thomas Securities, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

377 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$60.8M88.6K
9.0%
+3.5%
Added · +3K sh
2Invesco Exch TRD SLF Idx FD
RUSL 1000 DYNM
$27.9M406.6K
4.1%
+4.2%
Added · +17K sh
3Nvidia Corporation
COM
$27.0M135.1K
4.0%
+15%
Added · +17K sh
4Apple Inc
COM
$19.0M65.8K
2.8%
+11%
Added · +7K sh
5Microsoft Corp
COM
$16.5M44.1K
2.4%
+11%
Added · +5K sh
6Invesco Exch TRD SLF Idx FD
INTL DEV DYNAMIC
$16.3M476.1K
2.4%
+23%
Added · +90K sh
7Amazon Com Inc
COM
$15.3M64.4K
2.3%
+31%
Added · +15K sh
8Alphabet Inc
CAP STK CL A
$15.0M42.0K
2.2%
+12%
Added · +5K sh
9Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$13.5M190.0K
2.0%
−1.2%
Reduced · −2K sh
10Invesco Exch Traded FD TR II
S&P 500 REVENUE
$12.4M97.4K
1.8%
New
New position
11SPDR Series Trust
ST STR P500GRW
$12.4M104.4K
1.8%
25×
Added · +100K sh
12Vanguard Mun BD FDS
TAX EXEMPT BD
$11.3M223.4K
1.7%
+15%
Added · +29K sh
13Meta Platforms Inc
CL A
$10.5M18.6K
1.5%
+3.3%
Added · +594 sh
14Invesco Actively Managed Exc
TOTAL RETURN
$10.2M217.8K
1.5%
+64%
Added · +85K sh
15Select Sector SPDR TR
ST STR TECHN ETF
$9.4M49.3K
1.4%
+5.0%
Added · +2K sh
16Invesco Exch Traded FD TR II
EQUAL WEGT 0-30
$8.8M326.0K
1.3%
+512%
Added · +273K sh
17Vanguard Scottsdale FDS
INT-TERM CORP
$8.0M97.3K
1.2%
−0.3%
Reduced · −261 sh
18Broadcom Inc
COM
$7.8M20.6K
1.2%
+8.6%
Added · +2K sh
19Berkshire Hathaway Inc Del
CL B NEW
$7.6M15.3K
1.1%
−1.9%
Reduced · −298 sh
20Invesco Exchange Traded FD T
S&P 500 TOP 50
$7.5M123.1K
1.1%
−65%
Reduced · −234K sh
21BlackRock ETF Trust
ISHARES US EQUIT
$7.5M109.7K
1.1%
−19%
Reduced · −26K sh
22Tesla Inc
COM
$6.9M16.6K
1.0%
+17%
Added · +2K sh
23J P Morgan Exchange Traded F
SMALL & MID CAP
$6.2M78.9K
0.9%
+46%
Added · +25K sh
24Alphabet Inc
CAP STK CL C
$5.9M16.7K
0.9%
+17%
Added · +2K sh
25Schwab Strategic TR
INTL SCEQT ETF
$5.5M114.5K
0.8%
−2.9%
Reduced · −3K sh
26JPMorgan Chase & Co
COM
$5.2M16.1K
0.8%
+18%
Added · +2K sh
27Wisdomtree TR
FLOATNG RAT TREA
$5.1M102.0K
0.8%
+55%
Added · +36K sh
28J P Morgan Exchange Traded F
ULTRA SHT MUNCPL
$4.6M90.5K
0.7%
+60%
Added · +34K sh
29Invesco Exch Traded FD TR II
NATL AMT MUNI
$4.2M179.8K
0.6%
+4.6%
Added · +8K sh
30SPDR Series Trust
ST STR NUVEE ETF
$4.2M91.8K
0.6%
+4.6%
Added · +4K sh
31Vanguard Index FDS
GROWTH ETF
$4.1M47.3K
0.6%
+532%
Added · +40K sh
32BlackRock ETF Trust
ISHA I IN TE ETF
$4.1M77.1K
0.6%
−22%
Reduced · −21K sh
33First TR Exch Traded FD III
MUNI HI INCM ETF
$4.1M83.7K
0.6%
−43%
Reduced · −63K sh
34Invesco Actively Managed Exc
AAA CLO FLTNG RT
$4.1M158.7K
0.6%
−9.8%
Reduced · −17K sh
35Union Pac Corp
COM
$4.0M14.8K
0.6%
−11%
Reduced · −2K sh
36Palo Alto Networks Inc
COM
$3.9M11.4K
0.6%
+4.9%
Added · +539 sh
37Vanguard World FD
INDUSTRIAL ETF
$3.8M10.4K
0.6%
+14%
Added · +1K sh
38Invesco Actively Managed Exc
ROCH HIG YIE ETF
$3.7M72.1K
0.5%
New
New position
39Ishares TR
MBS ETF
$3.7M39.1K
0.5%
+10%
Added · +4K sh
40Capital Group Dividend Value
SHS CREAT UNIT
$3.7M74.2K
0.5%
−2.0%
Reduced · −2K sh
41Micron Technology Inc
COM
$3.5M3.1K
0.5%
+85%
Added · +1K sh
42Costco Wholesale Corporation
COM
$3.5M3.7K
0.5%
+21%
Added · +644 sh
43Occidental Pete Corp
COM
$3.4M70.1K
0.5%
−22%
Reduced · −20K sh
44Vanguard Index FDS
TOTAL STK MKT
$3.2M8.6K
0.5%
+6.5%
Added · +525 sh
45McKesson Corp
COM
$3.0M4.0K
0.4%
−38%
Reduced · −2K sh
46Advanced Micro Devices Inc
COM
$2.8M4.9K
0.4%
+21%
Added · +832 sh
47Netflix Inc.
COM
$2.8M38.8K
0.4%
+8.9%
Added · +3K sh
48Capital Group Core Equity Et
SHS CREAT UNIT
$2.7M61.8K
0.4%
+2.1%
Added · +1K sh
49Disney Walt Co
COM
$2.7M27.9K
0.4%
−4.7%
Reduced · −1K sh
50Walmart Inc
COM
$2.6M23.0K
0.4%
+2.8%
Added · +628 sh
Showing 50 of 377 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$672K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishSS SPDR S&P 500 ETF TRUST-USSPY$672K900

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 2026378$677.1M13F-HR
Q1 2026Mar 31, 2026May 18, 2026444$797.3M13F-HR
Q4 2025Dec 31, 2025Feb 2, 2026297$526.7M13F-HR
Q3 2025Sep 30, 2025Oct 27, 2025403$716.3M13F-HR
Q2 2025Jun 30, 2025Jul 21, 2025284$413.3M13F-HR
Q1 2025Mar 31, 2025May 15, 2025263$360.5M13F-HR
Q4 2024Dec 31, 2024Feb 11, 2025259$364.2M13F-HR
Q3 2024Sep 30, 2024Nov 4, 20241,240$514.6M13F-HR
Q2 2024Jun 30, 2024Aug 13, 2024288$414.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. The performance line is a simulation of the disclosed long book, not an audited return.