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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 44 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 FGD FIRST TR EXCHANGE-TRADED FD 60.0 $2K NEW $31.98 +11.1%
862 NRG NRG ENERGY INC Utilities 13.0 $2K NEW $146.08 -17.5%
863 AVB AVALONBAY CMNTYS INC Real Estate 10.0 $2K -18.0 -64.3% $188.70 -2.5%
864 GPN GLOBAL PMTS INC Industrials 26.0 $2K +18.0 +225.0% $72.58 +26.4%
865 VTV THERAPEUTICS INC 50.0 $2K $37.66
866 WSM WILLIAMS SONOMA INC Consumer Cyclical 8.0 $2K -798.0 -99.0% $233.12 +3.9%
867 FMC FMC CORP Basic Materials 161.0 $2K +157.0 +3925.0% $11.50 -6.0%
868 FFIN FIRST FINL BANKSHARES INC Financial Services 53.0 $2K NEW $34.60 -1.4%
869 LYV LIVE NATION ENTERTAINMENT IN Communication Services 10.0 $2K +3.0 +42.9% $183.10 +0.6%
870 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 231.0 $2K -269.0 -53.8% $7.74 +7.9%
871 VTR VENTAS INC Real Estate 20.0 $2K -276.0 -93.2% $88.80 +3.4%
872 LENNAR CORP 20.0 $2K +18.0 +900.0% $88.70
873 GTLB GITLAB INC Technology 58.0 $2K -244.0 -80.8% $30.53 +39.5%
874 XEL XCEL ENERGY INC Utilities 22.0 $2K NEW $80.32 -1.1%
875 YUM YUM BRANDS INC Consumer Cyclical 11.0 $2K NEW $159.82 -8.7%
876 MLM MARTIN MARIETTA MATLS INC Basic Materials 3.0 $2K -13.0 -81.2% $576.67 -7.1%
877 GNTX GENTEX CORP Consumer Cyclical 68.0 $2K NEW $25.26 -6.4%
878 UDR UDR INC Real Estate 43.0 $2K +34.0 +377.8% $39.93 -6.1%
879 AXON AXON ENTERPRISE INC Industrials 3.0 $2K NEW $560.67 +15.2%
880 U HAUL HOLDING COMPANY 29.0 $2K NEW $57.69
Page 44 of 74  ·  1,477 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%