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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 24 of 25  ·  497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 QXO QXO INC Industrials NEW
462 SON SONOCO PRODS CO Consumer Cyclical NEW
463 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive NEW
464 URNM SPROTT FDS TR NEW
465 SMMT SUMMIT THERAPEUTICS INC Healthcare NEW
466 SMCI SUPER MICRO COMPUTER INC Technology NEW
467 TLN TALEN ENERGY CORP Utilities NEW
468 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical NEW
469 TKR TIMKEN CO Industrials NEW
470 TOL TOLL BROTHERS INC Consumer Cyclical NEW
471 BLD TOPBUILD COR Industrials NEW
472 TRIP TRIPADVISOR INC Consumer Cyclical NEW
473 UMBF UMB FINL CORP Financial Services NEW
474 UI UBIQUITI INC Technology NEW
475 VMI VALMONT INDS INC Industrials NEW
476 GDXJ VANECK ETF TRUST NEW
477 VICI VICI PPTYS INC Real Estate NEW
478 VSH VISHAY INTERTECHNOLOGY INC Technology NEW
479 VC VISTEON CORP Consumer Cyclical NEW
480 WEN WENDYS CO Consumer Cyclical NEW
Page 24 of 25  ·  497 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%