Jeremiah Anthony Thisse

Ashford Advisors, Llc

Assets Managed

$429.256M

Holdings

Last Quarter

2026 - Q1

Filed Date

12d ago

Growth Rate

-6.01%(2Q avg: -2.49%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ashford Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 23 positions.

Assets under management

The assets under management (AUM) of Ashford Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 429.256M in assets, with a quarterly growth rate of -6.01% and a 2-quarter average growth rate of -2.49%. The portfolio is managed by Jeremiah Anthony Thisse, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Decreased -1.46%	54.85%	$235.44M 360,435 shares@ $653.22 avg price	Decreased -1.46%
FNDX Schwab Fndmntl Us Lrg Co Etf Recent Activity	11.91%	$51.116M 1.835M shares@ $27.85 avg price
VTI Vanguard Total Stock Mkt Etf Recent Activity Increased 0.01%	11.77%	$50.483M 157,362 shares@ $320.82 avg price	Increased 0.01%
SCHX Schwab Us Large-cap Etf Recent Activity Decreased -2.07%	7.93%	$34.031M 1.327M shares@ $25.64 avg price	Decreased -2.07%
ACWI Ishares Msci Acwi Etf Recent Activity	3.9%	$16.719M 120,827 shares@ $138.38 avg price
SCHB Schwab Us Broad Market Etf Recent Activity Decreased -8.23%	3.28%	$14.05M 529,754 shares@ $26.53 avg price	Decreased -8.23%
BND Vanguard Total Bond Market Recent Activity New Position	1.66%	$7.087M 90,818 shares@ $78.04 avg price	New Position
ESGV Vanguard Esg Us Stock Etf Recent Activity Decreased -78.91%	0.94%	$4.03M 35,896 shares@ $112.28 avg price	Decreased -78.91%
EFA Ishares Msci Eafe Etf Recent Activity	0.82%	$3.517M 36,207 shares@ $97.14 avg price
IWB Ishares Russell 1000 Etf Recent Activity	0.76%	$3.246M 9,105 shares@ $356.57 avg price

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