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Tactive Advisors, LLC

SEC CIK
0002002409
Latest filing
Jul 8, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 9, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
255
+4 vs. Q3 2025
Portfolio value
$341.3M
−$12.1M (−3.4%) vs. Q3 2025
Filed
Jan 9, 2026
SEC
Holdings of Tactive Advisors, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Fidelity Covington Trust316092360FUN LAR COR ETF273,654$14.6M4.3%+67,531+32.8%Added–
SPYSPDR S&P 500 ETF TrustETF15,617$10.6M3.1%−671−4.1%ReducedHistory
Flexshares Tr33939L886ULTR SHO INC FD140,156$10.6M3.1%−10,411−6.9%Reduced–
Vanguard S&P 500 ETF922908363ETF15,468$9.70M2.8%−574−3.6%Reduced–
DBX ETF Tr233051200XTRACK MSCI EAFE192,354$9.25M2.7%−3,597−1.8%Reduced–
NVDANVIDIA CorpStock43,548$8.12M2.4%−6,207−12.5%ReducedHistory
J P Morgan Exchange Traded F46641Q308DIV RTN EM EQT131,424$7.98M2.3%+33,291+33.9%Added–
iShares Tr46432F388MSCI USA VALUE55,358$7.57M2.2%+55,358New–
Touchstone ETF Trust89157W806TOUCHSTONE SANDS257,936$7.32M2.1%+107,520+71.5%Added–
AAPLApple Inc.Stock26,832$7.27M2.1%+638+2.4%AddedHistory
Invesco Exch Traded FD Tr II46138G656S&P ULTRA DIVIDE128,446$6.68M2.0%+128,446New–
Trust for Professional Manag89834G760CONVERGENCE LNG222,982$6.09M1.8%−8,640−3.7%Reduced–
Invesco QQQ Trust Series I46090E103ETF8,415$5.17M1.5%−2,460−22.6%Reduced–
METAMeta Platforms, Inc.Stock7,297$4.82M1.4%+354+5.1%AddedHistory
Vanguard World FD921910816MEGA GRWTH IND11,439$4.72M1.4%−755−6.2%Reduced–
Global X FDS37954Y574ADAPTIVE US101,090$4.69M1.4%+3,498+3.6%Added–
AMZNAmazon Com IncStock20,181$4.66M1.4%+172+0.9%AddedHistory
IBITiShares Bitcoin Trust ETFETF87,761$4.36M1.3%−41,033−31.9%ReducedHistory
APLDApplied Digital Corp.COM NEW175,842$4.31M1.3%−6,545−3.6%ReducedHistory
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF169,616$4.27M1.3%+7,983+4.9%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF40,469$4.04M1.2%−959−2.3%Reduced–
iShares Tr46436E7180-3 MTH TREASURY38,233$3.84M1.1%−18,065−32.1%Reduced–
HUTHut 8 Corp.COM80,481$3.70M1.1%−13,477−14.3%ReducedHistory
MSFTMicrosoft CorpStock7,076$3.42M1.0%−120−1.7%ReducedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF31,774$3.29M1.0%−269−0.8%Reduced–
State Street Technology Select Sector SPDR ETF81369Y803ETF22,854$3.29M1.0%+898+4.1%AddedConverted for a 2-for-1 split–
Listed FDS Tr53656G498ROUN MA SEVE ETF46,820$3.09M0.9%+1,749+3.9%Added–
iShares S&P 500 Growth ETF464287309ETF24,576$3.03M0.9%+367+1.5%Added–
FNGSBank of MontrealNT LKD 3843,481$2.96M0.9%+3,891+9.8%AddedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF32,232$2.95M0.9%−19,896−38.2%Reduced–
Northern LTS FD Tr IV66538H179MAIN BUYWRITE203,290$2.91M0.9%+11,496+6.0%Added–
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN44,242$2.85M0.8%−2,017−4.4%Reduced–
TSLATesla, Inc.Stock6,139$2.76M0.8%−1,330−17.8%ReducedHistory
Unified Ser Tr90470L550BALLAST SMLMD CP61,569$2.73M0.8%+9,037+17.2%Added–
iShares Inc464286251JP MRG EM CRP BD58,774$2.70M0.8%−1,031−1.7%Reduced–
Schwab US Aggregate Bond ETF808524839ETF112,474$2.63M0.8%+20,032+21.7%Added–
VanEck ETF Trust92189F791JUNIOR GOLD MINE22,955$2.61M0.8%−2,129−8.5%Reduced–
Schwab U.S. Large-Cap Growth ETF808524300ETF77,144$2.52M0.7%+10,089+15.0%Added–
BRK.BBerkshire Hathaway IncStock4,931$2.48M0.7%+136+2.8%AddedHistory
VanEck Semiconductor ETF92189F676ETF6,738$2.43M0.7%+11+0.2%Added–
Invesco Exch Traded FD Tr II46138E370S&P 500 HB ETF20,523$2.40M0.7%−2,655−11.5%Reduced–
Schwab International Equity ETF808524805ETF95,375$2.29M0.7%+20,008+26.5%Added–
iShares Russell 1000 Growth ETF464287614ETF4,429$2.10M0.6%−802−15.3%Reduced–
GOOGLAlphabet Inc.Stock6,614$2.07M0.6%+1,391+26.6%AddedHistory
iShares Russell 1000 Value ETF464287598ETF9,799$2.06M0.6%−1,636−14.3%Reduced–
GOOGAlphabet Inc.Stock6,547$2.05M0.6%−1,045−13.8%ReducedHistory
iShares Russell Top 200 Growth ETF464289438ETF7,164$1.98M0.6%+367+5.4%Added–
GLDSPDR Gold TrustETF4,912$1.95M0.6%+349+7.6%AddedHistory
SPDR Series Trust78468R101ST SHO TREAS ETF63,036$1.85M0.5%+7,045+12.6%Added–
ProShares Tr74348A467S&P 500 DV ARIST17,423$1.81M0.5%−5,599−24.3%Reduced–
MKLMarkel Group Inc.COM814$1.75M0.5%+47+6.1%AddedHistory
ETHAiShares Ethereum Trust ETFSHS76,066$1.71M0.5%+50,956+202.9%AddedHistory
Sprott FDS Tr85208P303URANIUM MINERS E29,818$1.64M0.5%−885−2.9%Reduced–
Global X FDS37954Y830GLOBAL X COPPER22,615$1.62M0.5%−1,057−4.5%Reduced–
Dimensional ETF Trust25434V658GLOBAL REAL EST57,426$1.52M0.4%−35,301−38.1%Reduced–
iShares Tr4642874571 3 YR TREAS BD18,145$1.50M0.4%−631−3.4%Reduced–
IAUMiShares Gold Trust MicroSHS REPSTG UN TR34,948$1.50M0.4%−2,068−5.6%ReducedHistory
PSECProspect Capital CorpCOM578,837$1.50M0.4%−7,000−1.2%ReducedHistory
Neos ETF Trust78433H675NASDAQ 100 HIGH27,128$1.46M0.4%−2,675−9.0%Reduced–
Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360ETF40,679$1.43M0.4%−44−0.1%Reduced–
AMDAdvanced Micro Devices IncStock6,521$1.40M0.4%−2,045−23.9%ReducedHistory
VXXBarclays Bank PLCIPATH S&P 500 SH52,056$1.38M0.4%+7,526+16.9%AddedHistory
Invesco Nasdaq 100 ETF46138G649ETF5,269$1.33M0.4%−362−6.4%Reduced–
Vanguard Morningstar Mid-Cap ETF922908629ETF4,454$1.29M0.4%−855−16.1%Reduced–
Ssga Active ETF Tr78467V608ST STR BL LN ETF31,047$1.28M0.4%+99+0.3%Added–
Volatility Shs Tr92864M780XRP ETF120,175$1.27M0.4%+25,837+27.4%Added–
Dimensional ETF Trust25434V401US EQUI MARK ETF16,802$1.25M0.4%00.0%Unchanged–
PLTRPalantir Technologies Inc.Stock6,881$1.22M0.4%−694−9.2%ReducedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF41,273$1.22M0.4%+5,845+16.5%Added–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF20,337$1.18M0.3%−332−1.6%Reduced–
Exchange Listed FDS Tr30151E806SABA INT RATE51,109$1.18M0.3%+14,450+39.4%Added–
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM8,474$1.17M0.3%+98+1.2%Added–
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS17,140$1.16M0.3%−1,777−9.4%ReducedHistory
ProShares Tr74348A541HGH YLD INT RATE17,915$1.15M0.3%+1,490+9.1%Added–
Amplify ETF Tr032108649AMPLIFY JUNIOR S41,665$1.15M0.3%−5,471−11.6%Reduced–
ETF Opportunities Trust26923N744REX FANG & INNOV24,449$1.11M0.3%−2,736−10.1%Reduced–
GLTRabrdn Precious Metals Basket ETF TrustPHYSCL PRECS MET5,347$1.10M0.3%−285−5.1%ReducedHistory
iShares Tr464287721U.S. TECH ETF5,368$1.07M0.3%−195−3.5%Reduced–
Simplify Exchange Traded Fun82889N863VOLATILITY PREM60,585$1.06M0.3%−54,412−47.3%Reduced–
Webs ETF Tr87166N882QQQ DEF VOL ETF38,886$1.06M0.3%+15,929+69.4%Added–
Northern LTS FD Tr III66538R748HCM DEFND 10013,726$1.06M0.3%+5,457+66.0%Added–
BARGraniteShares Gold TrustSHS BEN INT24,723$1.05M0.3%+6,071+32.5%AddedHistory
Pacer US Cash Cows 100 ETF69374H881ETF16,348$983.7K0.3%−137,603−89.4%Reduced–
iShares Tr46435G326CORE MSCI INTL11,852$977.6K0.3%+1,716+16.9%Added–
iShares S&P 500 Value ETF464287408ETF4,541$962.9K0.3%−440−8.8%Reduced–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM16,788$960.9K0.3%+116+0.7%Added–
Neos ETF Trust78433H501NEOS ENH INC 1-319,267$958.1K0.3%+37+0.2%Added–
GEVGE Vernova Inc.Stock1,455$950.9K0.3%+174+13.6%AddedHistory
Tidal Trust I886364363UNLIMITED HFGM32,658$941.9K0.3%+32,658New–
Solana ETF92864M822ETP72,991$929.9K0.3%−574−0.8%Reduced–
NNDMNano Dimension Ltd.SPONSORD ADS NEW601,408$926.2K0.3%−22,370−3.6%ReducedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF8,303$914.9K0.3%+8,303New–
Global X FDS37954Y475S&P 500 COVERED22,480$913.4K0.3%−2,310−9.3%Reduced–
SPDR Series Trust78468R622ST BLOO HIGH ETF9,254$899.6K0.3%−3,518−27.5%Reduced–
iShares Tr464287390LATN AMER 40 ETF29,017$883.6K0.3%+35+0.1%Added–
VETVermilion Energy Inc.COM104,543$871.9K0.3%−2,759−2.6%ReducedHistory
ETF Opportunities Trust26923N538ETP21,258$851.4K0.2%+21,258New–
VVisa Inc.Stock2,353$825.3K0.2%+603+34.5%AddedHistory
JPMJPMorgan Chase & CoStock2,542$819.1K0.2%−80−3.1%ReducedHistory
HLHecla Mining CoCOM42,633$818.1K0.2%−5,010−10.5%ReducedHistory

Sold out since Q3 2025 (33)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Tactive Advisors, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM68,672$8.31M2.4%–
iShares MSCI USA Momentum Factor ETF46432F396ETF29,910$7.67M2.2%–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT6,668$1.26M0.4%–
iShares Tr46428743220 YR TR BD ETF8,139$727.4K0.2%–
Listed FD Tr53656F169STF TAC GW & INC20,243$526.6K0.1%–
Vanguard Morningstar Total Stock Market ETF922908769ETF1,575$517.0K0.1%–
Simplify Exchange Traded Fun82889N699MANAGED FUTURES17,705$495.2K0.1%–
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF17,126$467.7K0.1%–
Pacer FDS Tr69374H428ARIST HIGH ETF9,699$459.6K0.1%–
First Tr Exchange Traded FD33738R308BUYWRIT INCM ETF16,090$381.5K0.1%–
Agf Invts Tr00110G408US MARKET NETRL23,134$368.3K0.1%–
Schwab US Dividend Equity ETF808524797ETF13,060$356.5K0.1%–
MSTRStrategy IncStock1,106$356.5K0.1%History
Invesco Actively Managed Exc46127B403QQQ HEDGD ADVANT5,955$349.7K0.1%–
FFord Motor CoStock27,558$329.6K0.1%History
TTTrane Technologies plcSHS730$308.2K0.1%History
ZSZscaler, Inc.Stock965$289.2K0.1%History
UNHUnitedHealth Group IncStock815$281.4K0.1%History
Vanguard Total International Bond ETF92203J407ETF5,499$272.0K0.1%–
VALValaris LtdCL A5,271$257.1K0.1%History
ORCLOracle CorpStock892$250.9K0.1%History
GBTCGrayscale Bitcoin Trust ETFETF2,670$239.7K0.1%History
WMWaste Management IncStock1,045$230.8K0.1%History
Vanguard S&P 500 Growth ETF921932505ETF529$230.4K0.1%–
ARK Next Generation Technology ETF00214Q401ETF1,288$224.9K0.1%–
Ssga Active Tr78470P846ST STR BLACK ETF7,790$223.2K0.1%–
iShares MSCI USA Quality Factor ETF46432F339ETF1,055$205.2K0.1%–
MCDMcDonalds CorpStock661$200.9K0.1%History
Yieldmax MSTR Option Income Strategy ETF88634T493ETF11,278$157.4K<0.1%–
HIXWestern Asset High Income Fund II Inc.COM35,851$156.0K<0.1%History
LFCRLifecore Biomedical, Inc.COM16,402$120.7K<0.1%History
ETF Opportunities Trust26923N462T REX 2X LONG MS15,692$73.0K<0.1%–
GGNGAMCO Global Gold, Natural Resources & Income TrustCOM SH BEN INT10,775$55.5K<0.1%History