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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 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 195,621.0 $3.2M 0.60% +70K +56.1% $16.48 -6.7%
22 IYW ISHARES TR 15,615.0 $3.1M 0.58% +14K +1246.1% $199.68 +27.0%
23 GOOG ALPHABET INC Communication Services 9,790.0 $3.1M 0.57% +2K +22.4% $313.79 +17.1%
24 KBDC KAYNE ANDERSON BDC INC Financial Services 208,396.0 $3.0M 0.56% NEW $14.32 -3.5%
25 ARGT GLOBAL X FDS 30,620.0 $2.8M 0.52% -14K -31.4% $91.41 +6.2%
26 IWF ISHARES TR 4,978.0 $2.4M 0.44% +735.0 +17.3% $473.30 -74.0%
27 BERKSHIRE HATHAWAY INC DEL 4,552.0 $2.3M 0.43% +377.0 +9.0% $502.62
28 ACWI ISHARES TR 14,872.0 $2.1M 0.39% $141.49 +11.5%
29 AAXJ ISHARES TR 22,065.0 $2.1M 0.38% +306.0 +1.4% $93.12 +32.4%
30 RSPT INVESCO EXCHANGE TRADED FD T 43,340.0 $2.0M 0.37% +5K +14.4% $45.51 +40.5%
31 AVGO BROADCOM INC Technology 5,430.0 $1.9M 0.35% +1K +32.6% $346.12 +18.8%
32 LOMA LOMA NEGRA C I A S A MTN 14 Basic Materials 136,677.0 $1.8M 0.33% -12K -8.2% $12.95 -6.6%
33 YPF YPF SOCIEDAD ANONIMA Energy 48,344.0 $1.7M 0.33% -3K -6.7% $36.16 +39.5%
34 MTUM ISHARES TR 6,895.0 $1.7M 0.32% +2K +45.2% $251.50 +34.6%
35 XLE SELECT SECTOR SPDR TR 38,588.0 $1.7M 0.32% +16K +73.8% $44.71 +20.3%
36 GLD SPDR GOLD TR Financial Services 4,055.0 $1.6M 0.30% $396.27 -2.3%
37 AMLP ALPS ETF TR 33,879.0 $1.6M 0.30% -10K -22.8% $47.02 +7.8%
38 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 168,608.0 $1.5M 0.28% -37K -17.9% $8.90 -4.4%
39 JPM JPMORGAN CHASE & CO. Financial Services 4,616.0 $1.5M 0.28% -2K -26.5% $322.19 +0.9%
40 IEFA ISHARES TR 16,385.0 $1.5M 0.27% +14K +504.4% $89.46 +8.8%
Page 2 of 57  ·  1,121 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%