SEC 13F Intelligence

Managers / Q1 2026

ASHTON THOMAS SECURITIES, LLC

CIK 0000771572 · 100 MERIDIAN CENTRE BLVD, SUITE 250, ROCHESTER, NY, 14618 · 716-424-1234

Reported Value
$797M
Q1 2026
Positions
444
Filings on Record
8
2019–present window
Filed
May 18, 2026
original filing

Summary

Ashton Thomas Securities, Llc reported $797M in U.S.-listed holdings across 444 positions for Q1 2026.

Its largest position, VOO, represents 6.4% of the portfolio.

Compared with Q4 2025, the fund opened 164 new positions and exited 18.

Reported Value by Quarter

13F Reported Value
Q2 ’24: $415MQ2 ’24Q3 ’24: $515MQ3 ’24Q4 ’24: $364MQ4 ’24Q1 ’25: $361MQ1 ’25Q2 ’25: $413MQ2 ’25Q3 ’25: $716MQ3 ’25Q4 ’25: $527MQ4 ’25Q1 ’26: $797MQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$797M444May 18, 202613F-HRchanges · EDGAR ↗
Q4 2025$527M297Feb 2, 202613F-HRchanges · EDGAR ↗
Q3 2025$716M403Oct 27, 202513F-HRchanges · EDGAR ↗
Q2 2025$413M284Jul 21, 202513F-HRchanges · EDGAR ↗
Q1 2025$361M263May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$364M259Feb 11, 202513F-HRchanges · EDGAR ↗
Q3 2024$515M1,240Nov 4, 202413F-HRchanges · EDGAR ↗
Q2 2024$415M288Aug 13, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.