Ashford Advisors Reports $452M in Equity Holdings in Q3
The firm disclosed 20 equity positions, reflecting a concentrated investment strategy during a volatile market.
November 04, 2025
Ashford Advisors' Q3 Portfolio Reveals $452 Million in Holdings Across 20 Equity Positions
Ashford Advisors just released its latest quarterly equity disclosure, confirming $452 million in holdings as of September 30, 2025. The report covers 20 positions—each one a window into how the firm is navigating market conditions and managing risk.
Filed with the SEC and signed by CEO Jeremiah Anthony Thisse, the report reflects the firm’s independent investment activity for the third quarter. There are no shared reporting responsibilities, and no adjustments or amendments were made. What’s in the filing is the full picture of Ashford’s reported U.S. equity exposure for the period.
Twenty positions may not sound like much—but when they total nearly half a billion dollars, each one carries weight. That concentration suggests a focused strategy, where selectiveness and conviction play a central role. With an average position size of around $22.6 million, Ashford is leaning into ideas it believes in.
The filing doesn’t include security-level detail, but it does give market participants a useful snapshot. This is one of the tools used by analysts and institutional investors to track positioning, understand shifts in exposure, and gauge sentiment across the broader market.
Ashford’s Q3 posture suggests consistency—no structural changes to how holdings are reported, and no signs of rapid portfolio turnover. It’s the kind of stability that points to a longer-term view, even in an environment where short-term volatility remains a constant factor.
For anyone watching how firms are positioning into year-end, Ashford’s disclosure offers clarity. It’s a straightforward look at the assets under management and how those assets are being deployed—no frills, just the facts.
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