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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 6 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DIS DISNEY WALT CO Communication Services 3,528.0 $401K 0.07% +29.0 +0.8% $113.78 -8.7%
102 BMA BANCO MACRO SA Financial Services 4,440.0 $400K 0.07% -4K -45.8% $90.16 +12.8%
103 BLUE OWL TECHNOLOGY FIN CORP 27,327.0 $397K 0.07% +15K +125.8% $14.54
104 CEG CONSTELLATION ENERGY CORP Utilities 1,091.0 $385K 0.07% +325.0 +42.4% $353.25 -22.4%
105 IREN IREN LIMITED Financial Services 10,117.0 $382K 0.07% NEW $37.77 +58.8%
106 PANW PALO ALTO NETWORKS INC Technology 2,072.0 $382K 0.07% +168.0 +8.8% $184.20 +56.2%
107 VUG VANGUARD INDEX FDS 766.0 $373K 0.07% +163.0 +27.0% $487.56 -82.2%
108 XLU SELECT SECTOR SPDR TR 8,660.0 $370K 0.07% +8K +796.5% $42.69 +4.8%
109 SMH VANECK ETF TRUST 983.0 $354K 0.07% +505.0 +105.7% $360.16 +83.2%
110 GEV GE VERNOVA INC Utilities 531.0 $347K 0.07% +428.0 +415.5% $653.57 +69.8%
111 ASML ASML HOLDING N V Technology 317.0 $340K 0.06% +79.0 +33.2% $1071.10 +80.2%
112 CAT CATERPILLAR INC Industrials 592.0 $339K 0.06% +415.0 +234.5% $572.87 +72.1%
113 DSU BLACKROCK DEBT STRATEGIES FD Financial Services 32,814.0 $334K 0.06% +930.0 +2.9% $10.18 -4.7%
114 VIST VISTA ENERGY S.A.B. DE C.V. Energy 6,679.0 $325K 0.06% -14K -67.4% $48.66 +40.9%
115 CIFR CIPHER MINING INC Financial Services 21,975.0 $324K 0.06% NEW $14.76 +97.7%
116 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 55,000.0 $321K 0.06% +54K +5400.0% $5.83 -23.3%
117 BAC BANK AMERICA CORP Financial Services 5,643.0 $310K 0.06% -7K -56.8% $55.00 +2.2%
118 IXN ISHARES TR 2,944.0 $309K 0.06% NEW $105.00 +39.4%
119 VTEB VANGUARD MUN BD FDS 6,069.0 $305K 0.06% +5K +301.9% $50.29 +0.3%
120 VWO VANGUARD INTL EQUITY INDEX F 5,493.0 $295K 0.06% -56.0 -1.0% $53.76 +13.0%
Page 6 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%