Fund HoldingsActivest Wealth Management

Total Portfolio Value
$535.37M
Total Bought
$82.10M
Total Sold
$49.10M
Net Transaction
+$33.00M
Filing Period:
Securities
SharesValue ($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
SELECT SECTOR SPDR TR
ST STR FINL ETF
076,985+76,98504,2160.79%+4,216
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
LOMA NEGRA C I A S A MTN 140136,677+136,67701,7700.33%+1,770
SELECT SECTOR SPDR TR
ST STR ENERG ETF
038,588+38,58801,7250.32%+1,725
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
SELECT SECTOR SPDR TR
ST STR CARE ETF
08,020+8,02001,2410.23%+1,241
ISHARES TR
CORE MSCI EAFE
016,385+16,38501,4660.27%+1,466
MORGAN STANLEY DIRECT LENDIN(MSDL)0195,621+195,62103,2240.60%+3,224
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
SELECT SECTOR SPDR TR
ST STR INDL ETF
07,099+7,09901,1010.21%+1,101
ISHARES TR08,713+8,71308750.16%+875
GOLDMAN SACHS ETF TR08,430+8,43008420.16%+842
VANGUARD ADMIRAL FDS INC01,800+1,80008000.15%+800
BERKSHIRE HATHAWAY INC DEL01+107550.14%+755
SELECT SECTOR SPDR TR
ST STR TECHN ETF
04,736+4,73606820.13%+682
ISHARES TR022,849+22,84907070.13%+707
BLUE OWL CAPITAL INC(OBDC)044,359+44,35906630.12%+663
GRUPO FINANCIERO GALICIA S.A(GGAL)026,371+26,37101,4220.27%+1,422
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)048,344+48,34401,7480.33%+1,748
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
SELECT SECTOR SPDR TR
ST STR UTIL ETF
08,660+8,66003700.07%+370
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)01,449+1,44905360.10%+536
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)055,000+55,00003210.06%+321
ISHARES TR02,944+2,94403090.06%+309
FIDELITY ETHEREUM FD4,67116,307+11,6361944830.09%+289
GE VERNOVA INC(GEV)0531+53103470.06%+347
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
043,340+43,34001,9720.37%+1,972
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)0592+59203390.06%+339
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
SPDR SERIES TRUST
ST SHOR CORP ETF
07,748+7,74802340.04%+234
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
ADVANCED MICRO DEVICES INC(AMD)02,573+2,57305510.10%+551
SELECT SECTOR SPDR TR
ST STR SVC ETF
01,723+1,72302030.04%+203
J P MORGAN EXCHANGE TRADED F
INCOME ETF
6,46110,771+4,3103004990.09%+199
VANECK ETF TRUST
SEMICONDUCTR ETF
0983+98303540.07%+354
WALMART INC(WMT)5,0326,410+1,3785197140.13%+196
DELL TECHNOLOGIES INC(DELL)6,0428,343+2,3018571,0500.20%+194
ISHARES INC
MSCI JAPAN ETF
02,356+2,35601900.04%+190
BERKSHIRE HATHAWAY INC DEL4,1754,552+3772,0992,2880.43%+189
TARGET CORP(TGT)01,842+1,84201800.03%+180
LAM RESEARCH CORP(LRCX)01,568+1,56802680.05%+268
EXPEDIA GROUP INC(EXPE)0619+61901750.03%+175
SPDR SERIES TRUST
ST STR NYSE TECH
0602+60201670.03%+167
SPDR GOLD TR(GLD)4,0544,055+11,4411,6070.30%+166
DELTA AIR LINES INC DEL(DAL)02,515+2,51501750.03%+175
BANCO BBVA ARGENTINA S A040,167+40,16707260.14%+726
VANGUARD WORLD FD
CONSUM DIS ETF
0401+40101580.03%+158
TJX COS INC NEW(TJX)01,358+1,35802090.04%+209
SELECT SECTOR SPDR TR
ST STR STAPL ETF
01,927+1,92701500.03%+150
T-MOBILE US INC(TMUS)0825+82501680.03%+168
COREWEAVE INC(CRWV)02,040+2,04001460.03%+146
BLACKROCK SCIENCE & TECHNOLO(BSTZ)06,198+6,19801400.03%+140
SPDR SERIES TRUST
ST STR SP BIOT
01,110+1,11001350.03%+135
SPDR DOW JONES INDL AVERAGE(DIA)2,4822,673+1911,1511,2850.24%+134
CONSTELLATION ENERGY CORP(CEG)7661,091+3252523850.07%+133
ELECTRONIC ARTS INC(EA)0702+70201440.03%+144
SELECT SECTOR SPDR TR
ST STR MATER ETF
02,834+2,83401290.02%+129
MCDONALDS CORP(MCD)0566+56601730.03%+173
ONDAS HLDGS INC(ONDS)013,000+13,00001270.02%+127
CHUBB LIMITED
COM
0386+38601200.02%+120
SCHWAB STRATEGIC TR04,346+4,34601170.02%+117
SCHWAB STRATEGIC TR04,799+4,79901150.02%+115
PIMCO ACCESS INCOME FUND07,500+7,50001150.02%+115
SCHWAB STRATEGIC TR04,182+4,18201140.02%+114
CHART INDS INC(GTLS)0573+57301180.02%+118
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)0907+90701310.02%+131
WELLS FARGO CO NEW(WFC)01,517+1,51701410.03%+141
SCHWAB STRATEGIC TR02,837+2,83701020.02%+102
SPDR SERIES TRUST
ST STR SP DIV
0728+72801010.02%+101
ISHARES TR
US TREAS BD ETF
04,335+4,33501000.02%+100
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