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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 6 of 27  ·  533 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,389.0 $80K 0.01% -231.0 -14.3% $57.62 +12.2%
102 VEU VANGUARD INTL EQUITY INDEX F 947.0 $79K 0.01% -20.0 -2.1% $83.75 +2.5%
103 CB CHUBB LIMITED Financial Services 230.0 $78K 0.01% -156.0 -40.4% $340.74 +0.0%
104 NVO NOVO-NORDISK A S Healthcare 1,596.0 $76K 0.01% -7K -80.9% $47.93 -6.4%
105 PFF ISHARES TR 2,482.0 $76K 0.01% -20K -89.1% $30.49 +0.5%
106 PCG PG&E CORP Utilities 4,490.0 $76K 0.01% -145.0 -3.1% $16.82 +4.0%
107 ABNB AIRBNB INC Consumer Cyclical 524.0 $75K 0.01% -70.0 -11.8% $143.10 +25.3%
108 CAT CATERPILLAR INC Industrials 70.0 $75K 0.01% -522.0 -88.2% $1064.90 -17.2%
109 IHI ISHARES TR 1,501.0 $74K 0.01% -2K -54.5% $49.41 +11.5%
110 EMO CLEARBRIDGE ENERGY MIDSTREAM Financial Services 1,474.0 $74K 0.01% -751.0 -33.8% $50.10 +7.5%
111 TECHNIPFMC PLC 1,078.0 $71K 0.01% -80.0 -6.9% $66.30
112 QCOM QUALCOMM INC Technology 386.0 $71K 0.01% -400.0 -50.9% $184.77 -12.2%
113 IEFA ISHARES TR 722.0 $70K 0.01% -16K -95.6% $96.58 +4.6%
114 JNJ JOHNSON & JOHNSON Healthcare 259.0 $66K 0.01% -571.0 -68.8% $253.97 +3.3%
115 BX BLACKSTONE INC Financial Services 535.0 $63K 0.01% -108.0 -16.8% $117.67 +19.5%
116 SPG SIMON PPTY GROUP INC NEW Real Estate 277.0 $62K 0.01% -670.0 -70.8% $223.65 -0.9%
117 TER TERADYNE INC Technology 124.0 $60K 0.01% -119.0 -49.0% $483.84 -8.4%
118 PSX PHILLIPS 66 Energy 353.0 $60K 0.01% -47.0 -11.8% $169.05 +42.3%
119 CNC CENTENE CORP DEL Healthcare 913.0 $59K 0.01% -945.0 -50.9% $64.19 +0.3%
120 URTH ISHARES INC 288.0 $58K 0.01% -159.0 -35.6% $202.89 +3.7%
Page 6 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%