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 251–300 of 1,121
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MRK | MERCK & CO INC | 732 | $50K–$100K | SH |
| CNC | CENTENE CORP DEL | 2K | $50K–$100K | SH |
| IETC | ISHARES U S ETF TR | 742 | $50K–$100K | SH |
| CGBD | CARLYLE SECURED LENDING INC | 6K | $50K–$100K | SH |
| PCG | PG&E CORP | 5K | $50K–$100K | SH |
| KO | COCA COLA CO | 1K | $50K–$100K | SH |
| ABBV | ABBVIE INC | 324 | $50K–$100K | SH |
| IWB | ISHARES TR | 195 | $50K–$100K | SH |
| USB | US BANCORP DEL | 1K | $50K–$100K | SH |
| SYK | STRYKER CORPORATION | 205 | $50K–$100K | SH |
| NOW | SERVICENOW INC | 470 | $50K–$100K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 967 | $50K–$100K | SH |
| ISRG | INTUITIVE SURGICAL INC | 125 | $50K–$100K | SH |
| COF | CAPITAL ONE FINL CORP | 290 | $50K–$100K | SH |
| HOOD | ROBINHOOD MKTS INC | 620 | $50K–$100K | SH |
| ETN | EATON CORP PLC | 220 | $50K–$100K | SH |
| FIX | COMFORT SYS USA INC | 75 | $50K–$100K | SH |
| PLD | PROLOGIS INC. | 548 | $50K–$100K | SH |
| HUBS | HUBSPOT INC | 174 | $50K–$100K | SH |
| LIN | LINDE PLC | 163 | $50K–$100K | SH |
| MS | MORGAN STANLEY | 391 | $50K–$100K | SH |
| COP | CONOCOPHILLIPS | 741 | $50K–$100K | SH |
| ACN | ACCENTURE PLC IRELAND | 258 | $50K–$100K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 119 | $50K–$100K | SH |
| EIS | ISHARES INC | 625 | $50K–$100K | SH |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | 5K | $50K–$100K | SH |
| TEAM | ATLASSIAN CORPORATION | 416 | $50K–$100K | SH |
| ROBT | FIRST TR EXCHANGE TRADED FD | 1K | $50K–$100K | SH |
| FNDA | SCHWAB STRATEGIC TR | 2K | $50K–$100K | SH |
| IUSG | ISHARES TR | 396 | $50K–$100K | SH |
| SANA | SANA BIOTECHNOLOGY INC | 16K | $50K–$100K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 2K | $50K–$100K | SH |
| BA | BOEING CO | 295 | $50K–$100K | SH |
| BCS | BARCLAYS PLC | 2K | $50K–$100K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 109 | $50K–$100K | SH |
| JBL | JABIL INC | 277 | $50K–$100K | SH |
| BTQ | BTQ TECHNOLOGIES CORP | 12K | $50K–$100K | SH |
| IHAK | ISHARES TR | 1K | $50K–$100K | SH |
| AGG | ISHARES TR | 626 | $50K–$100K | SH |
| MEDP | MEDPACE HLDGS INC | 110 | $50K–$100K | SH |
| ABT | ABBOTT LABS | 489 | $50K–$100K | SH |
| BEAT | HEARTBEAM INC | 26K | $50K–$100K | SH |
| EFG | ISHARES TR | 536 | $50K–$100K | SH |
| LMT | LOCKHEED MARTIN CORP | 124 | $50K–$100K | SH |
| BETR | BETTER HOME & FINANCE HOLDIN | 2K | $50K–$100K | SH |
| FCX | FREEPORT-MCMORAN INC | 1K | $50K–$100K | SH |
| IWO | ISHARES TR | 180 | $50K–$100K | SH |
| CAPR | CAPRICOR THERAPEUTICS INC | 2K | $50K–$100K | SH |
| INTU | INTUIT | 87 | $50K–$100K | SH |
| IJR | ISHARES TR | 477 | $50K–$100K | SH |