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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 3 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EXEL EXELIXIS INC Healthcare 736.0 $32K 0.01% NEW $43.83 +18.4%
42 BBWI BATH & BODY WORKS INC Consumer Cyclical 1,577.0 $32K 0.01% NEW $20.08 +2.4%
43 AXS AXIS CAP HLDGS LTD Financial Services 279.0 $30K 0.01% NEW $107.09 -5.7%
44 RGA REINSURANCE GRP OF AMERICA I Financial Services 145.0 $30K 0.01% NEW $203.46 +3.5%
45 MKTX MARKETAXESS HLDGS INC Financial Services 156.0 $28K 0.01% NEW $181.25 -33.6%
46 SCHC SCHWAB STRATEGIC TR 609.0 $28K 0.01% NEW $45.50 +8.5%
47 PNFP PINNACLE FINL PARTNERS INC Financial Services 289.0 $28K 0.01% NEW $95.41 +0.7%
48 TLRY TILRAY BRANDS INC Healthcare 3,000.0 $27K 0.01% NEW $9.03 -47.6%
49 ARMK ARAMARK Industrials 733.0 $27K 0.01% NEW $36.86 +44.7%
50 MLI MUELLER INDS INC Industrials 234.0 $27K 0.01% NEW $114.80 +19.7%
51 IXUS ISHARES TR 312.0 $26K 0.01% NEW $84.64 +14.6%
52 THC TENET HEALTHCARE CORP Healthcare 132.0 $26K 0.01% NEW $198.72 -13.2%
53 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 438.0 $26K 0.01% NEW $59.43 -8.0%
54 APLD APPLIED DIGITAL CORP Technology 1,000.0 $25K 0.01% NEW $24.52 +90.0%
55 SCHG SCHWAB STRATEGIC TR 748.0 $24K 0.01% NEW $32.62 +3.9%
56 MASI MASIMO CORP Healthcare 187.0 $24K 0.01% NEW $130.06 +38.4%
57 CONFLUENT INC 796.0 $24K 0.00% NEW $30.24
58 USAR USA RARE EARTH INC Basic Materials 2,000.0 $24K 0.00% NEW $11.90 +107.1%
59 RHI ROBERT HALF INC. Industrials 866.0 $24K 0.00% NEW $27.16 +16.3%
60 WEX WEX INC Technology 151.0 $22K 0.00% NEW $148.98 -14.4%
Page 3 of 11  ·  213 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%