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Portfolio (Quarterly) Guide ↗

Activest Wealth Management

· CIK 0001883134
13F Portfolio $518M AUM 1,359 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 497 New 311 Added 533 Reduced 141 Exited
Page 1 of 27  ·  533 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 156,104.0 $116.6M 22.52% -4K -2.4% $746.77 +3.5%
2 QQQ INVESCO QQQ TR Financial Services 87,414.0 $64.4M 12.44% -20K -18.8% $736.39 -0.9%
3 AAPL APPLE INC Technology 84,546.0 $24.5M 4.73% -40K -32.3% $289.36 +5.6%
4 AMZN AMAZON COM INC Consumer Cyclical 52,086.0 $12.4M 2.40% -14K -21.3% $238.34 +9.6%
5 GOOGL ALPHABET INC Communication Services 34,365.0 $12.3M 2.37% -11K -23.9% $357.37 -3.7%
6 IVV ISHARES TR 13,590.0 $10.2M 1.97% -4K -21.7% $748.88 +3.7%
7 MOAT VANECK ETF TRUST 89,652.0 $9.3M 1.80% -146K -62.0% $103.96 +7.6%
8 AVEM AMERICAN CENTY ETF TR 55,350.0 $5.3M 1.03% -59K -51.4% $96.49 -2.1%
9 TSLA TESLA INC Consumer Cyclical 10,809.0 $4.5M 0.88% -634.0 -5.5% $420.60 -19.3%
10 VOO VANGUARD INDEX FDS 3,793.0 $2.6M 0.50% -20K -84.2% $686.84 +3.4%
11 KWEB KRANESHARES TRUST 90,657.0 $2.2M 0.43% -5K -5.6% $24.47 +10.1%
12 SOXX ISHARES TR 3,361.0 $2.2M 0.42% -76.0 -2.2% $640.83 -12.8%
13 KBDC KAYNE ANDERSON BDC INC Financial Services 149,137.0 $2.0M 0.39% -59K -28.4% $13.53 -1.6%
14 XLF SELECT SECTOR SPDR TR 36,562.0 $2.0M 0.38% -40K -52.5% $53.61 +7.4%
15 IBIT ISHARES BITCOIN TRUST ETF Financial Services 53,155.0 $1.8M 0.34% -40K -42.7% $33.29 +9.4%
16 YPF YPF SOCIEDAD ANONIMA Energy 33,318.0 $1.5M 0.29% -15K -31.1% $45.47 +15.9%
17 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 88,943.0 $1.3M 0.26% -107K -54.5% $15.12 +1.6%
18 USFR WISDOMTREE TR 26,028.0 $1.3M 0.25% -91K -77.8% $50.35 +0.2%
19 XLE SELECT SECTOR SPDR TR 22,577.0 $1.2M 0.23% -16K -41.5% $53.11 +17.8%
20 ACWI ISHARES TR 7,355.0 $1.2M 0.22% -8K -50.5% $156.97 +3.1%
Page 1 of 27  ·  533 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 57.7%
Technology 24.4%
Communication Services 8.1%
Consumer Cyclical 5.2%
Healthcare 1.8%
Industrials 0.7%
Energy 0.7%
Basic Materials 0.5%
Real Estate 0.4%
Utilities 0.3%