Activest Wealth Management Q4 2025 Filing

Filed January 30, 2026

Portfolio Value

$535.4M

Holdings

1,121

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,121 positions)

StockValue
QUREUNIQURE NV
$119K
VTIVANGUARD INDEX FDS
$118K
GTLSCHART INDS INC
$118K
SCHXSCHWAB STRATEGIC TR
$116K
SCHFSCHWAB STRATEGIC TR
$115K
WMWASTE MGMT INC DEL
$115K
PAXSPIMCO ACCESS INCOME FUND
$114K
FNDXSCHWAB STRATEGIC TR
$113K
BSXBOSTON SCIENTIFIC CORP
$111K
LITGLOBAL X FDS
$110K
ADBEADOBE INC
$109K
NBXGNEUBERGER NEXT GENERATION
$108K
LDOSLEIDOS HOLDINGS INC
$105K
IBKRINTERACTIVE BROKERS GROUP IN
$105K
PPAINVESCO EXCHANGE TRADED FD T
$104K
FNDESCHWAB STRATEGIC TR
$102K
SDYSPDR SERIES TRUST
$101K
DBEUDBX ETF TR
$101K
BXBLACKSTONE INC
$99K
AQLTISHARES TR
$99K
EMOCLEARBRIDGE ENERGY MIDSTRM O
$99K
ONON SEMICONDUCTOR CORP
$97K
CCOCAMECO CORP
$97K
EIXEDISON INTL
$96K
ATDATI INC
$95K
FDXFEDEX CORP
$95K
FNDFSCHWAB STRATEGIC TR
$94K
UBSUBS GROUP AG
$93K
JNKSPDR SERIES TRUST
$92K
BKNGBOOKING HOLDINGS INC
$91K
ENBENBRIDGE INC
$88K
ETHAISHARES ETHEREUM TR
$87K
CUCAAVIS BUDGET GROUP
$87K
ASTSAST SPACEMOBILE INC
$87K
BMYBRISTOL-MYERS SQUIBB CO
$87K
INVNIDENTIV INC
$84K
VIGVANGUARD SPECIALIZED FUNDS
$84K
GDXVANECK ETF TRUST
$84K
MOALTRIA GROUP INC
$82K
URTHISHARES INC
$82K
HCAHCA HEALTHCARE INC
$81K
APHAMPHENOL CORP NEW
$81K
MFMMFS MUN INCOME TR
$80K
IBBISHARES TR
$80K
IRINGERSOLL RAND INC
$80K
ABNBAIRBNB INC
$80K
NEMNEWMONT CORP
$78K
MRKMERCK & CO INC
$77K
HDHOME DEPOT INC
$77K
DKNGDRAFTKINGS INC NEW
$77K
XEXGXEATON VANCE TAX-MANAGED GLOB
$77K
CNCCENTENE CORP DEL
$76K
IETCISHARES U S ETF TR
$75K
CGBDCARLYLE SECURED LENDING INC
$75K
PCGPG&E CORP
$74K
ABBVABBVIE INC
$74K
KOCOCA COLA CO
$74K
SYKSTRYKER CORPORATION
$72K
USBUS BANCORP DEL
$72K
IWBISHARES TR
$72K
NOWSERVICENOW INC
$71K
VEUVANGUARD INTL EQUITY INDEX F
$71K
COFCAPITAL ONE FINL CORP
$70K
ETNEATON CORP PLC
$70K
ISRGINTUITIVE SURGICAL INC
$70K
HOODROBINHOOD MKTS INC
$70K
HUBSHUBSPOT INC
$69K
COPCONOCOPHILLIPS
$69K
PLDPROLOGIS INC.
$69K
DWDMORGAN STANLEY
$69K
ACNACCENTURE PLC IRELAND
$69K
FIXCOMFORT SYS USA INC
$69K
LINLINDE PLC
$69K
TMOTHERMO FISHER SCIENTIFIC INC
$68K
EIS*ISHARES INC
$68K
PDOPIMCO DYNAMIC INCOME OPRNTS
$68K
ROBTFIRST TR EXCHANGE TRADED FD
$67K
TEAMATLASSIAN CORPORATION
$67K
SANASANA BIOTECHNOLOGY INC
$66K
IUSGISHARES TR
$66K
FNDASCHWAB STRATEGIC TR
$66K
SOFISOFI TECHNOLOGIES INC
$64K
BABOEING CO
$64K
JBLJABIL INC
$63K
BTQBTQ TECHNOLOGIES CORP
$63K
BCSBARCLAYS PLC
$63K
SPOTSPOTIFY TECHNOLOGY S A
$63K
AGGISHARES TR
$62K
IHAKISHARES TR
$62K
ABTABBOTT LABS
$61K
EFGISHARES TR
$61K
BEATHEARTBEAM INC
$61K
MEDPMEDPACE HLDGS INC
$61K
LMTLOCKHEED MARTIN CORP
$60K
BETRBETTER HOME & FINANCE HOLDIN
$58K
IWOISHARES TR
$58K
FCXFREEPORT-MCMORAN INC
$58K
IJRISHARES TR
$57K
INTUINTUIT
$57K
CAPRCAPRICOR THERAPEUTICS INC
$57K
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