Fund Holdings — Activest Wealth Management

Total Portfolio Value
$535.37M
Total Bought
$72.30M
Total Sold
$40.09M
Net Transaction
+$32.22M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q3 2025
▲▼
Q4 2025
▲▼
Change
▲▼
Q3 2025
▲▼
Q4 2025
▲▼
Weight (%)
▲▼
Change
▲▼
INVESCO QQQ TR87,734107,678+19,94452,67366,14812.36%+13,475
SPDR S&P 500 ETF TR(SPY)151,015159,882+8,867100,603109,02720.36%+8,424
ISHARES TR11,95117,355+5,4047,99911,8872.22%+3,888
KAYNE ANDERSON BDC INC(KBDC)0208,396+208,39602,9840.56%+2,984
ISHARES TR1,16015,615+14,4552273,1180.58%+2,891
MICRON TECHNOLOGY INC(MU)19,44619,273-1733,2545,5011.03%+2,247
VANGUARD INDEX FDS21,42623,929+2,50313,12115,0072.80%+1,886
VANECK ETF TRUST
MRNGSTR WDE MOAT
229,459235,643+6,18422,74224,4034.56%+1,661
ALPHABET INC(GOOG)51,31245,155-6,15712,47414,1332.64%+1,659
ISHARES TR
CORE MSCI EAFE
2,71116,385+13,6742371,4660.27%+1,229
MORGAN STANLEY DIRECT LENDIN(MSDL)125,287195,621+70,3342,0153,2240.60%+1,209
AMERICAN CENTY ETF TR80,44591,531+11,0866,3477,5351.41%+1,188
ALPHABET INC(GOOG)7,9979,790+1,7931,9483,0720.57%+1,124
ISHARES TR58,713+8,70808750.16%+875
GOLDMAN SACHS ETF TR68,430+8,42418420.16%+842
SELECT SECTOR SPDR TR
ST STR CARE ETF
3,1348,020+4,8864361,2410.23%+805
VANGUARD ADMIRAL FDS INC11,800+1,79908000.15%+800
BERKSHIRE HATHAWAY INC DEL01+107550.14%+755
LOMA NEGRA C I A S A MTN 14148,972136,677-12,2951,0981,7700.33%+672
SELECT SECTOR SPDR TR
ST STR FINL ETF
66,46276,985+10,5233,5804,2160.79%+636
ISHARES TR2,84922,849+20,000907070.13%+617
BLUE OWL CAPITAL INC(OBDC)2,92544,359+41,434506630.12%+613
GRUPO FINANCIERO GALICIA S.A(GGAL)30,94726,371-4,5768531,4220.27%+570
BROADCOM INC(AVGO)4,0955,430+1,3351,3511,8790.35%+528
ISHARES TR
MSCI USA MMENTM
4,7506,895+2,1451,2161,7340.32%+518
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
09,600+9,60005080.09%+508
YPF SOCIEDAD ANONIMA(YPF)51,80448,344-3,4601,2581,7480.33%+490
GOLDMAN SACHS ETF TR
NASDA 100 ETF
09,100+9,10004830.09%+483
ISHARES TR3,3976,950+3,5534108570.16%+447
ISHARES BITCOIN TRUST ETF(IBIT)64,34592,781+28,4364,1824,6070.86%+424
ISHARES TR
CORE MSCI EURO
3,0108,649+5,6392056140.11%+409
IREN LIMITED
ORDINARY SHARES
010,117+10,11703820.07%+382
ISHARES TR4,2434,978+7351,9872,3560.44%+369
AMERICAN CENTY ETF TR111,947113,939+1,9928,4088,7761.64%+367
AMERICAN EXPRESS CO(AXP)5511,449+8981835360.10%+353
ISHARES TR2,2003,769+1,5694547990.15%+345
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,3802,363+9833857180.13%+333
CIPHER MINING INC(CIFR)021,975+21,97503240.06%+324
OPENDOOR TECHNOLOGIES INC(OPEN)1,00055,000+54,00083210.06%+313
ISHARES TR02,944+2,94403090.06%+309
FIDELITY ETHEREUM FD4,67116,307+11,6361944830.09%+289
SELECT SECTOR SPDR TR
ST STR UTIL ETF
9668,660+7,694843700.07%+285
GE VERNOVA INC(GEV)103531+428633470.06%+284
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
37,88543,340+5,4551,6891,9720.37%+283
UNITEDHEALTH GROUP INC(UNH)3,0263,972+9461,0451,3110.24%+266
ELI LILLY & CO(LLY)493596+1033766400.12%+264
JANUS DETROIT STR TR
HENDRSON AAA CL
05,085+5,08502570.05%+257
CATERPILLAR INC(CAT)177592+415843390.06%+255
LISTED FDS TR
ROUN MA SEVE ETF
7,92011,625+3,7055147670.14%+253
ISHARES TR02,624+2,62402500.05%+250
ISHARES INC04,476+4,47602410.05%+241
ISHARES SILVER TR(SLV)10,44310,44304426730.13%+230
BLUE OWL TECHNOLOGY FIN CORP12,10327,327+15,2241673970.07%+230
VANGUARD MUN BD FDS1,5106,069+4,559763050.06%+230
ISHARES TR2,6763,642+9665457660.14%+221
SELECT SECTOR SPDR TR
ST STR INDL ETF
5,7467,099+1,3538861,1010.21%+215
ADVANCED MICRO DEVICES INC(AMD)2,0802,573+4933365510.10%+215
J P MORGAN EXCHANGE TRADED F
INCOME ETF
6,46110,771+4,3103004990.09%+199
VANECK ETF TRUST
SEMICONDUCTR ETF
478983+5051563540.07%+198
WALMART INC(WMT)5,0326,410+1,3785197140.13%+196
DELL TECHNOLOGIES INC(DELL)6,0428,343+2,3018571,0500.20%+194
BERKSHIRE HATHAWAY INC DEL4,1754,552+3772,0992,2880.43%+189
TARGET CORP(TGT)201,842+1,82221800.03%+178
LAM RESEARCH CORP(LRCX)7011,568+867942680.05%+175
EXPEDIA GROUP INC(EXPE)35619+58471750.03%+168
SPDR GOLD TR(GLD)4,0544,055+11,4411,6070.30%+166
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,8354,736+2,9015176820.13%+165
DELTA AIR LINES INC DEL(DAL)2282,515+2,287131750.03%+162
BANCO BBVA ARGENTINA S A68,24240,167-28,0755687260.14%+158
VANGUARD WORLD FD
CONSUM DIS ETF
0401+40101580.03%+158
TJX COS INC NEW(TJX)3521,358+1,006512090.04%+158
T-MOBILE US INC(TMUS)98825+727231680.03%+144
COREWEAVE INC(CRWV)402,040+2,00051460.03%+141
BLACKROCK SCIENCE & TECHNOLO(BSTZ)06,198+6,19801400.03%+140
SPDR DOW JONES INDL AVERAGE(DIA)2,4822,673+1911,1511,2850.24%+134
CONSTELLATION ENERGY CORP(CEG)7661,091+3252523850.07%+133
SPDR SERIES TRUST
ST STR SP BIOT
301,110+1,08031350.03%+132
SELECT SECTOR SPDR TR
ST STR STAPL ETF
2321,927+1,695181500.03%+131
ELECTRONIC ARTS INC67702+635141440.03%+130
MCDONALDS CORP(MCD)148566+418451730.03%+128
ONDAS HLDGS INC(ONDS)013,000+13,00001270.02%+127
CHUBB LIMITED
COM
11386+37531200.02%+117
SCHWAB STRATEGIC TR04,346+4,34601170.02%+117
SCHWAB STRATEGIC TR04,799+4,79901150.02%+115
PIMCO ACCESS INCOME FUND(PAXS)07,500+7,50001150.02%+115
SCHWAB STRATEGIC TR874,182+4,09521140.02%+112
CHART INDS INC44573+52991180.02%+109
ASML HOLDING N V
N Y REGISTRY SHS
238317+792313400.06%+109
NEUBERGER NEXT GENERATION(NBXG)07,500+7,50001080.02%+108
APOLLO GLOBAL MGMT INC(APO)202907+705271310.02%+104
WELLS FARGO CO NEW(WFC)4461,517+1,071371410.03%+104
SCHWAB STRATEGIC TR02,837+2,83701020.02%+102
ISHARES TR
US TREAS BD ETF
04,335+4,33501000.02%+100
LEIDOS HOLDINGS INC(LDOS)47587+54091060.02%+97
CISCO SYS INC(CSCO)2,8733,785+9121972920.05%+95
GOLDMAN SACHS GROUP INC(GS)664709+455296230.12%+94
SCHWAB STRATEGIC TR02,086+2,0860940.02%+94
ISHARES INC
MSCI JAPAN ETF
1,2272,356+1,129981900.04%+92
ROCKET LAB CORP(RKLB)1,5002,342+842721630.03%+92
ISHARES TR9391,775+8361051960.04%+91
Page 1 of 15
Activest Wealth Management — 13F Holdings — Q4 2025 | TickerTrail