0001883134-26-000001
Activest Wealth Management
Total Value: $535,369,319
Total Holdings: 1121
QuarterFilling ID
Q4 250002002654-26-000001
Q3 250002002654-25-000006
Q2 250002002654-25-000004
Q1 250002002654-25-000003
Q4 240002002654-25-000001
Q3 240002002654-24-000005
Q2 240002002654-24-000004
Q1 240002002654-24-000002
Q4 230002002654-24-000001
Q3 230002002654-23-000008
Q2 230002002654-23-000007
Q1 230002002654-23-000006
Q4 220002002654-23-000005
Q3 220002002654-23-000004
Q2 220002002654-23-000003
Q1 220002002654-23-000002
Q4 210002002654-23-000001
Compare Quarter:
NameTitleCUSIPTickerValueSharesShare PriceInvestment% of Portfolio
SPDR S&P 500 ETF TRTR UNIT78462F103SPY$109,026,791159,882SOLE
INVESCO QQQ TRUNIT SER 146090E103NDQ$66,147,845107,678SOLE
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V357RSP$43,131,926225,161SOLE
APPLE INCCOM037833100AAPL$33,972,818124,964SOLE
VANECK ETF TRUSTMRNGSTR WDE MOAT92189F643MOAT$24,403,152235,643SOLE
AMAZON COM INCCOM023135106AMZN$15,284,38166,218SOLE
VANGUARD INDEX FDSS&P 500 ETF SHS922908363VOO$15,006,62823,929SOLE
ALPHABET INCCAP STK CL A02079K305GOOGL$14,133,37445,155SOLE
NVIDIA CORPORATIONCOM67066G104NVDA$12,367,57666,314SOLE
ISHARES TRCORE S&P500 ETF464287200IVV$11,886,90117,355SOLE
META PLATFORMS INCCL A30303M102META$10,350,56715,681SOLE
AMERICAN CENTY ETF TRAVANTIS EMGMKT025072604AVEM$8,775,598113,939SOLE
AMERICAN CENTY ETF TRINTL EQT ETF025072703AVDE$7,534,82691,531SOLE
WISDOMTREE TRFLOATNG RAT TREA97717Y527USFR$5,902,724117,304SOLE
MICRON TECHNOLOGY INCCOM595112103MU$5,500,82019,273SOLE
TESLA INCCOM88160R101TSLA$5,145,96711,443SOLE
MICROSOFT CORPCOM594918104MSFT$4,766,2769,855SOLE
ISHARES BITCOIN TRUST ETFSHS BEN INT46438F101IBIT$4,606,58992,781SOLE
SELECT SECTOR SPDR TRSTATE STREET FIN81369Y605XLF$4,216,46276,985SOLE
KRANESHARES TRUSTCSI CHI INTERNET500767306KWEB$3,271,39796,076SOLE
MORGAN STANLEY DIRECT LENDINCOM SHS61774A103MSDL$3,223,841195,621SOLE
ISHARES TRU.S. TECH ETF464287721IYW$3,118,00315,615SOLE
ALPHABET INCCAP STK CL C02079K107GOOG$3,071,9749,790SOLE
KAYNE ANDERSON BDC INCCOM SHS48662X105KBDC$2,984,236208,396SOLE
GLOBAL X FDSGB MSCI AR ETF37950E259ARGT$2,798,93730,620SOLE
ISHARES TRRUS 1000 GRW ETF464287614IWF$2,356,0864,978SOLE
BERKSHIRE HATHAWAY INC DELCL B NEW084670702BRK/B$2,287,9184,552SOLE
ISHARES TRMSCI ACWI ETF464288257ACWI$2,104,18114,872SOLE
ISHARES TRMSCI AC ASIA ETF464288182AAXJ$2,054,71022,065SOLE
INVESCO EXCHANGE TRADED FD TS&P500 EQL TEC46137V282RSPT$1,972,40443,340SOLE
BROADCOM INCCOM11135F101AVGO$1,879,4435,430SOLE
LOMA NEGRA C I A S A MTN 14SPONSORED ADS54150E104LOMA$1,769,964136,677SOLE
YPF SOCIEDAD ANONIMASPON ADR CL D984245100YPF$1,748,13548,344SOLE
ISHARES TRMSCI USA MMENTM46432F396MTUM$1,734,0636,895SOLE
SELECT SECTOR SPDR TRSTATE STREET ENE81369Y506XLE$1,725,27038,588SOLE
SPDR GOLD TRGOLD SHS78463V107GLD$1,606,8814,055SOLE
ALPS ETF TRALERIAN MLP00162Q452AMLP$1,593,01033,879SOLE
BLACKROCK CORPOR HI YLD FD ICOM09255P107HYT$1,500,611168,608SOLE
JPMORGAN CHASE & CO.COM46625H100JPM$1,487,2114,616SOLE
ISHARES TRCORE MSCI EAFE46432F842IEFA$1,465,80216,385SOLE
INVESCO EXCHANGE TRADED FD TS&P500 PUR VAL46137V258RPV$1,447,57614,005SOLE
GRUPO FINANCIERO GALICIA S.ASPONSORED ADR399909100GGAL$1,422,45026,371SOLE
UNITEDHEALTH GROUP INCCOM91324P102UNH$1,311,0533,972SOLE
DOUBLELINE INCOME SOLUTIONSCOM258622109DSL$1,294,892114,897SOLE
SPDR DOW JONES INDL AVERAGEUT SER 178467X109DON$1,284,6822,673SOLE
SELECT SECTOR SPDR TRSTATE STREET HEA81369Y209XLV$1,241,4848,020SOLE
INVESCO EXCH TRADED FD TR IIVAR RATE PFD46138G870VRP$1,237,18550,850SOLE
ISHARES TRMSCI USA QLT FCT46432F339QUAL$1,221,6116,112SOLE
BLACKROCK ETF TRUSTISHARES US EQUIT09290C103DYNF$1,174,24119,310SOLE
SELECT SECTOR SPDR TRSTATE STREET IND81369Y704XLI$1,101,1597,099SOLE