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Portfolio (Quarterly) Guide ↗

Activest Wealth Management

· CIK 0001883134
13F Portfolio $535M AUM 1,121 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 213 New 429 Added 245 Reduced 298 Exited
Page 2 of 22  ·  429 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEFA ISHARES TR 16,385.0 $1.5M 0.27% +14K +504.4% $89.46 +8.8%
22 UNH UNITEDHEALTH GROUP INC Healthcare 3,972.0 $1.3M 0.24% +946.0 +31.3% $330.07 +21.5%
23 DIA SPDR DOW JONES INDL AVERAGE Financial Services 2,673.0 $1.3M 0.24% +191.0 +7.7% $480.61 +7.3%
24 XLV SELECT SECTOR SPDR TR 8,020.0 $1.2M 0.23% +5K +155.9% $154.80 -3.5%
25 XLI SELECT SECTOR SPDR TR 7,099.0 $1.1M 0.21% +1K +23.6% $155.11 +16.6%
26 DELL DELL TECHNOLOGIES INC Technology 8,343.0 $1.1M 0.20% +2K +38.1% $125.89 +225.3%
27 IVW ISHARES TR 6,950.0 $857K 0.16% +4K +104.6% $123.26 +11.9%
28 GBIL GOLDMAN SACHS ETF TR 8,430.0 $842K 0.16% +8K +10000.0% $99.94 +0.1%
29 VOOG VANGUARD ADMIRAL FDS INC 1,800.0 $800K 0.15% +2K +10000.0% $444.56 -81.3%
30 IVE ISHARES TR 3,769.0 $799K 0.15% +2K +71.3% $212.07 +6.7%
31 MAGS LISTED FDS TR 11,625.0 $767K 0.14% +4K +46.8% $65.96 -0.8%
32 IWD ISHARES TR 3,642.0 $766K 0.14% +966.0 +36.1% $210.35 +15.1%
33 COIN COINBASE GLOBAL INC Financial Services 3,371.0 $762K 0.14% +209.0 +6.6% $226.13 -27.8%
34 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 2,363.0 $718K 0.13% +983.0 +71.2% $303.83 +52.1%
35 WMT WALMART INC Consumer Defensive 6,410.0 $714K 0.13% +1K +27.4% $111.42 +5.2%
36 PFF ISHARES TR 22,849.0 $707K 0.13% +20K +702.0% $30.96 +0.9%
37 XLK SELECT SECTOR SPDR TR 4,736.0 $682K 0.13% +3K +158.1% $143.96 +33.0%
38 SNX TD SYNNEX CORPORATION Technology 4,513.0 $678K 0.13% +50.0 +1.1% $150.22 +89.4%
39 OWL BLUE OWL CAPITAL INC Financial Services 44,359.0 $663K 0.12% +41K +1416.5% $14.94 -36.2%
40 LLY ELI LILLY & CO Healthcare 596.0 $640K 0.12% +103.0 +20.9% $1074.53 +2.2%
Page 2 of 22  ·  429 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 59.8%
Technology 19.5%
Communication Services 8.4%
Consumer Cyclical 6.7%
Healthcare 1.5%
Industrials 1.0%
Energy 0.9%
Basic Materials 0.8%
Consumer Defensive 0.7%
Real Estate 0.3%