Fund HoldingsActivest Wealth Management

Total Portfolio Value
$517.66M
Total Bought
$37.10M
Total Sold
$147.23M
Net Transaction
-$110.13M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
MICRON TECHNOLOGY INC(MU)31,69622,573-9,12310,70826,0565.03%+15,348
ROUNDHILL ETF TRUST098,294+98,29407,2591.40%+7,259
STATE STR SPDR S&P 500 ETF T(SPY)171,372156,104-15,268111,450116,57422.52%+5,123
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
149,805143,952-5,8536,7809,2851.79%+2,505
ISHARES TR79,82382,935+3,1127,6869,8971.91%+2,211
SELECT SECTOR SPDR TR
ST STR CARE ETF
013,317+13,31702,1130.41%+2,113
SELECT SECTOR SPDR TR
ST STR FINL ETF
036,562+36,56201,9600.38%+1,960
AMERICAN CENTY ETF TR152,042165,184+13,14212,89914,7342.85%+1,835
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
250,370233,402-16,96848,05149,6619.59%+1,610
SELECT SECTOR SPDR TR
ST STR TECHN ETF
07,311+7,31101,3930.27%+1,393
DELL TECHNOLOGIES INC(DELL)13,4958,346-5,1492,2153,6010.70%+1,386
ISHARES TR013,590+13,590010,1771.97%+10,177
SELECT SECTOR SPDR TR
ST STR ENERG ETF
022,577+22,57701,1990.23%+1,199
SELECT SECTOR SPDR TR
ST STR INDL ETF
06,151+6,15101,1390.22%+1,139
ISHARES TR3,5953,361-2341,1812,1540.42%+972
ISHARES TR09,473+9,47309380.18%+938
INVESCO QQQ TR087,414+87,414064,37012.43%+64,370
LISTED FDS TR
ROUN MA SEVE ETF
011,596+11,59607460.14%+746
ISHARES TR06,562+6,56207180.14%+718
ELI LILLY & CO(LLY)2,6392,573-662,4283,0860.60%+658
VANGUARD INTL EQUITY INDEX F07,078+7,07806270.12%+627
ISHARES TR04,600+4,60004630.09%+463
TD SYNNEX CORPORATION(SNX)4,5714,556-157711,2180.24%+447
ISHARES TR04,716+4,71605140.10%+514
CIPHER DIGITAL INC(CIFR)026,360+26,36006460.12%+646
ISHARES INC
MSCI JAPAN ETF
05,931+5,93105530.11%+553
APPLIED DIGITAL CORP6,00013,000+7,0001424850.09%+342
OPENDOOR TECHNOLOGIES INC(OPEN)103,450175,250+71,8004848100.16%+326
JPMORGAN CHASE FINL CO LLC(JPM)09,392+9,39203240.06%+324
ALPHABET INC(GOOG)16,65714,429-2,2284,7785,0980.98%+320
ISHARES TR04,241+4,24102940.06%+294
DIMENSIONAL ETF TRUST
US TARGETED VLU
52,08450,380-1,7043,2353,5210.68%+285
SPACE EXPLORATION TECHN CORP01,640+1,64002800.05%+280
ISHARES INC
CORE MSCI EMKT
03,529+3,52902920.06%+292
ISHARES TR
MSCI USA MMENTM
02,505+2,50508590.17%+859
ISHARES TR014,190+14,19001,1350.22%+1,135
IREN LIMITED
ORDINARY SHARES
010,966+10,96605010.10%+501
SPDR SERIES TRUST
ST SHOR CORP ETF
07,886+7,88602370.05%+237
SPDR SERIES TRUST
ST STR NYSE TECH
0602+60202350.05%+235
VANGUARD INDEX FDS01,009+1,00902200.04%+220
GE VERNOVA INC(GEV)0397+39704660.09%+466
SELECT SECTOR SPDR TR
ST STR UTIL ETF
03,968+3,96801800.03%+180
NEBIUS GROUP N.V.(NBIS)01,020+1,02002820.05%+282
COREWEAVE INC(CRWV)3,0764,004+9282383990.08%+160
CALAMOS ETF TR
AUTOC INCOM ETF
05,700+5,70001550.03%+155
ISHARES TR06,740+6,74001490.03%+149
UNIQURE NV(QURE)05,000+5,00002300.04%+230
SELECT SECTOR SPDR TR
ST STR MATER ETF
02,834+2,83401440.03%+144
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
0526+52601430.03%+143
AMERICAN CENTY ETF TR055,350+55,35005,3411.03%+5,341
BLUE OWL CAPITAL CORPORATION(OBDC)012,987+12,98701410.03%+141
VANGUARD INDEX FDS01,494+1,49401440.03%+144
SALESFORCE INC(CRM)01,795+1,79502810.05%+281
SPDR SERIES TRUST
ST BLOO HIGH ETF
01,257+1,25701210.02%+121
SANDISK CORP(SNDK)284131-1531802980.06%+117
SCHWAB STRATEGIC TR02,855+2,85501130.02%+113
SOLUNA HOLDINGS INC083,000+83,00001120.02%+112
SPDR SERIES TRUST
ST STR SP DIV
0728+72801110.02%+111
PRINCIPAL EXCHANGE TRADED FD
SPECTRUM PFD
032,243+32,24306150.12%+615
USA RARE EARTH INC(USAR)06,000+6,00001290.03%+129
NAVITAS SEMICONDUCTOR CORP(NVTS)06,250+6,25001120.02%+112
VANGUARD INTL EQUITY INDEX F05,348+5,34803190.06%+319
SELECT SECTOR SPDR TR
ST STR SVC ETF
0918+9180980.02%+98
VANECK ETF TRUST
BDC INCOME ETF
14,65722,562+7,9051882860.06%+98
ALLSTATE CORP(ALL)6,8126,347-4651,4121,5100.29%+98
ISHARES TR0990+9900940.02%+94
ISHARES TR0544+54401320.03%+132
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
0294+2940890.02%+89
ISHARES TR01,585+1,58501220.02%+122
GOLDMAN SACHS ETF TR
NASDA 100 ETF
01,500+1,5000890.02%+89
DELTA AIR LINES INC(DAL)02,720+2,72002550.05%+255
ISHARES TR
MSCI CHINA ETF
01,697+1,6970870.02%+87
CVS HEALTH CORP(CVS)0998+99801030.02%+103
GENERAC HLDGS INC(GNRC)0296+2960870.02%+87
BOOST RUN INC02,100+2,1000820.02%+82
SCHWAB STRATEGIC TR02,989+2,98901010.02%+101
FIRST TR EXCHANGE-TRADED FD0356+3560940.02%+94
SPDR SERIES TRUST
ST PORT HIGH ETF
03,200+3,2000750.01%+75
KRANESHARES TRUST02,140+2,1400740.01%+74
WISDOMTREE TR(WT)0722+7220690.01%+69
ISHARES TR0740+7400670.01%+67
INTEL CORP(INTC)5,8552,328-3,5272583250.06%+67
AST SPACEMOBILE INC(ASTS)01,134+1,13401010.02%+101
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
02,200+2,20001220.02%+122
ISHARES TR01,027+1,02701520.03%+152
TWILIO INC(TWLO)0284+2840590.01%+59
BTQ TECHNOLOGIES CORP021,000+21,00001130.02%+113
CORE SCIENTIFIC INC NEW(CORZ)04,000+4,00001020.02%+102
GRUPO SUPERVIELLE S.A.(SUPV)05,572+5,5720540.01%+54
HUT 8 CORP(HUT)0899+89901040.02%+104
GLOBAL X FDS
US INFR DEV ETF
0951+9510560.01%+56
SPDR SERIES TRUST
ST STR SP BIOT
0329+3290520.01%+52
QNITY ELECTRONICS INC(Q)0310+3100510.01%+51
VANECK ETF TRUST
JP MRGAN EM LOC
01,976+1,9760510.01%+51
NU HLDGS LTD(NU)04,640+4,6400620.01%+62
ISHARES TR0499+4990490.01%+49
AMERICAN WTR WKS CO INC NEW0371+3710490.01%+49
VANECK ETF TRUST
SEMICONDUCTR ETF
0399+39902620.05%+262
VANGUARD INDEX FDS04,270+4,27003680.07%+368
RIOT PLATFORMS INC(RIOT)03,000+3,0000820.02%+82
Page 1 of 1