CIK 1883134
Activest Wealth Management
Institutional 13F holdings & portfolio
Holdings
1,121
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 1,121
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DELL | DELL TECHNOLOGIES INC | 8K | $1M+ | SH |
| SOXX | ISHARES TR | 3K | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 39K | $1M+ | SH |
| VIS | VANGUARD WORLD FD | 3K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 5K | $500K+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 16K | $500K+ | SH |
| HYG | ISHARES TR | 11K | $500K+ | SH |
| SGOV | ISHARES TR | 9K | $500K+ | SH |
| HPS | HANCOCK JOHN PFD INCOME FD I | 60K | $500K+ | SH |
| IVW | ISHARES TR | 7K | $500K+ | SH |
| GBIL | GOLDMAN SACHS ETF TR | 8K | $500K+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 2K | $500K+ | SH |
| IVE | ISHARES TR | 4K | $500K+ | SH |
| MAGS | LISTED FDS TR | 12K | $500K+ | SH |
| IWD | ISHARES TR | 4K | $500K+ | SH |
| COIN | COINBASE GLOBAL INC | 3K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| OEF | ISHARES TR | 2K | $500K+ | SH |
| BBAR | BANCO BBVA ARGENTINA S A | 40K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| WMT | WALMART INC | 6K | $500K+ | SH |
| PFF | ISHARES TR | 23K | $500K+ | SH |
| ARCC | ARES CAPITAL CORP | 34K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| SNX | TD SYNNEX CORPORATION | 5K | $500K+ | SH |
| SLV | ISHARES SILVER TR | 10K | $500K+ | SH |
| OWL | BLUE OWL CAPITAL INC | 44K | $500K+ | SH |
| LLY | ELI LILLY & CO | 596 | $500K+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 11K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 709 | $500K+ | SH |
| PREF | PRINCIPAL EXCHANGE TRADED FD | 32K | $500K+ | SH |
| IEUR | ISHARES TR | 9K | $500K+ | SH |
| EMB | ISHARES TR | 6K | $500K+ | SH |
| PFFD | GLOBAL X FDS | 30K | $500K+ | SH |
| NFLX | NETFLIX INC | 6K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 3K | $500K+ | SH |
| CEMB | ISHARES INC | 12K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 1K | $500K+ | SH |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | 42K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 684 | $500K+ | SH |
| IWM | ISHARES TR | 2K | $500K+ | SH |
| GPIX | GOLDMAN SACHS ETF TR | 10K | $500K+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 11K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 3K | $100K–$500K | SH |
| FETH | FIDELITY ETHEREUM FD | 16K | $100K–$500K | SH |
| GPIQ | GOLDMAN SACHS ETF TR | 9K | $100K–$500K | SH |
| MP | MP MATERIALS CORP | 9K | $100K–$500K | SH |
| PFE | PFIZER INC | 18K | $100K–$500K | SH |
| NVO | NOVO-NORDISK A S | 8K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 482 | $100K–$500K | SH |