Home / Leaderboard / Ashton Thomas Private Wealth, LLC
Ashton Thomas Private Wealth, LLC
Aaron Brodt · Investment Advisor · Multi-Strategy
Ashton Thomas Private Wealth, LLC is a Scottsdale, Arizona-based registered investment advisor (RIA) founded in 2010. The firm provides comprehensive wealth management services to affluent individuals, families, foundations, and business entities. In 2023, the institution was acquired by Arax Investment Partners, a platform backed by RedBird Capital Partners, to expand its national footprint and capabilities. Ashton Thomas offers a wide range of services, including fee-based financial planning, investment portfolio management, tax consulting, and retirement plan advisory. The firm emphasizes a client-centric approach, utilizing its proprietary Amplify technology platform and a model-driven investment philosophy to deliver personalized insights and optimized financial outcomes across its offices nationwide.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +22.6% |
| YTD return | +14.1% |
| Sharpe ratio | 3.20 |
| Win rate | 66% |
| AUM | $1.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://ashtonthomaspw.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 18.3% | +28.0% |
| NVDA | NVIDIA Corporation | 10.5% | +15.7% |
| MSFT | Microsoft Corporation | 9.6% | -0.3% |
| GOOGL | Alphabet Inc Class A | 9.2% | +35.6% |
| CHYM | Chime Financial, Inc. Class A Common Stock | 7.8% | +38.3% |
| AMZN | Amazon.com Inc | 6.0% | +11.7% |
| AVGO | Broadcom Inc | 4.8% | +5.7% |
| AMGN | Amgen Inc | 4.0% | +23.2% |
| JPM | JPMorgan Chase & Co | 3.8% | +12.5% |
| META | Meta Platforms Inc. | 3.7% | -2.3% |
| CHRW | CH Robinson Worldwide Inc | 3.2% | +11.6% |
| BRK-A | Berkshire Hathaway Inc | 3.0% | +3.0% |
| LRCX | Lam Research Corp | 2.2% | +58.7% |
| LLY | Eli Lilly and Company | 2.1% | +28.9% |
| WFC | Wells Fargo & Company | 2.1% | -0.1% |
| XOM | Exxon Mobil Corp | 2.0% | +37.7% |
| COST | Costco Wholesale Corp | 2.0% | -3.9% |
| CSCO | Cisco Systems Inc | 2.0% | +45.9% |
| MU | Micron Technology Inc | 1.9% | +1.3% |
| V | Visa Inc. Class A | 1.9% | +9.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | CSCO | 2.1% → 2.0% |
| Sep 7, 2026 | BUY | AMGN | 4.1% → 4.0% |
| Sep 7, 2026 | BUY | JPM | 3.8% → 3.8% |
| Sep 7, 2026 | SELL | XOM | 2.1% → 2.0% |
| Sep 7, 2026 | SELL | CHRW | 3.2% → 3.2% |
Investment Style Analysis
Ashton Thomas Private Wealth, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $1.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Consumer Electronics and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Ashton Thomas Private Wealth, LLC made a significant move by reducing the position in CSCO. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Ashton Thomas Private Wealth employs a goals-based investment philosophy that prioritizes the unique values and objectives of each client. The firm utilizes model-driven strategies and a diversified approach to asset allocation, aiming to navigate market volatility through disciplined research and risk evaluation. By integrating advanced financial technology and behavioral coaching, the institution seeks to provide indispensable intelligence and personalized solutions. Their strategy often includes a mix of passive index investing, opportunistic fixed-income management, and access to alternative investments, all designed to secure long-term financial stability and growth for their clients.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Ashton Thomas Private Wealth, LLC.
Similar Investment Style
Based on Multi-Strategy.
- Sandoz Family Office SA — Marc Duc · 3M -3.2%
- BB Gestão de Recursos - Distribuidora de Títulos e Valores Mobiliários S.A. — Denísio Liberato · 3M +6.6%
- Wolverine Trading, LLC — Robert Bellick · 3M -3.6%
- Amundi Asset Management US, Inc. — Marco Pirondini · 3M -4.4%
Frequently asked questions
How is the simulated portfolio for Ashton Thomas Private Wealth, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Ashton Thomas Private Wealth, LLC's largest holding?
As of the latest filing, Ashton Thomas Private Wealth, LLC's top position is Apple Inc (AAPL), representing 18.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Ashton Thomas Private Wealth, LLC's historical performance and risk profile?
Our simulation indicates a total return of +22.6% with a win rate of 66%. Notably, the portfolio maintains a Sharpe Ratio of 3.20, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Ashton Thomas Private Wealth, LLC primarily invest in?
Ashton Thomas Private Wealth, LLC has a strong preference for the Consumer Electronics sector, which makes up 18.3% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Ashton Thomas Private Wealth, LLC's portfolio concentrated or diversified?
Ashton Thomas Private Wealth, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 38.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Ashton Thomas Private Wealth, LLC performed in 2026?
Our AI-simulated model portfolio for Ashton Thomas Private Wealth, LLC tracks a Year-to-Date (YTD) return of +14.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Aaron Brodt manage Ashton Thomas Private Wealth, LLC directly?
Yes, Aaron Brodt serves as the key portfolio manager for Ashton Thomas Private Wealth, LLC, overseeing the investment strategy and final capital allocation decisions.