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Tactive Advisors, LLC

SEC CIK
0002002409
Latest filing
Jul 8, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 8, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
282
+14 vs. Q1 2026
Portfolio value
$405.9M
+$51.3M (+14.5%) vs. Q1 2026
Filed
Jul 8, 2026
SEC
Holdings of Tactive Advisors, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
ADPAutomatic Data Processing IncStock89,610$20.1M4.9%+30.0%AddedHistory
Vanguard S&P 500 ETF922908363ETF24,739$17.0M4.2%+8,467+52.0%Added–
Fidelity Covington Trust316092360FUN LAR COR ETF280,301$16.5M4.1%+42,651+17.9%Added–
Tidal Trust I886364363UNLIMITED HFGM426,576$13.0M3.2%+253,450+146.4%Added–
Trust for Professional Manag89834G760CONVERGENCE LNG365,074$12.5M3.1%+107,965+42.0%Added–
Flexshares Tr33939L886ULTR SHO INC FD152,755$11.5M2.8%+1,485+1.0%Added–
Invesco Nasdaq 100 ETF46138G649ETF29,459$8.93M2.2%+23,817+422.1%Added–
NVDANVIDIA CorpStock42,008$8.41M2.1%−2,769−6.2%ReducedHistory
HUTHut 8 Corp.COM69,657$8.04M2.0%−3,624−4.9%ReducedHistory
AAPLApple Inc.Stock26,560$7.66M1.9%+535+2.1%AddedHistory
Webs ETF Tr87166N783DEFINED VOLATILI190,653$7.24M1.8%+190,653New–
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM41,841$6.76M1.7%+41,841New–
iShares Tr46432F388MSCI USA VALUE33,334$6.66M1.6%−16,526−33.1%Reduced–
iShares MSCI USA Momentum Factor ETF46432F396ETF18,814$6.45M1.6%+18,814New–
Vanguard World FD921910816MEGA GRWTH IND64,540$5.67M1.4%+2,640+4.3%AddedConverted for a 5-for-1 split–
APLDApplied Digital Corp.COM NEW149,348$5.57M1.4%−2,169−1.4%ReducedHistory
AMZNAmazon Com IncStock21,671$5.17M1.3%−205−0.9%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF7,001$5.16M1.3%+154+2.2%Added–
DBX ETF Tr233051200XTRACK MSCI EAFE89,413$4.88M1.2%−89,904−50.1%Reduced–
VanEck Semiconductor ETF92189F676ETF7,340$4.81M1.2%+195+2.7%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF23,176$4.42M1.1%+775+3.5%Added–
METAMeta Platforms, Inc.Stock7,408$4.17M1.0%−81−1.1%ReducedHistory
AMDAdvanced Micro Devices IncStock7,046$4.09M1.0%−754−9.7%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF37,435$3.71M0.9%−9,560−20.3%Reduced–
iShares Tr46436E7180-3 MTH TREASURY35,087$3.53M0.9%+8,928+34.1%Added–
SPYSPDR S&P 500 ETF TrustETF4,524$3.38M0.8%−10,911−70.7%ReducedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF31,525$3.28M0.8%+425+1.4%Added–
MUMicron Technology IncStock2,793$3.22M0.8%+318+12.8%AddedHistory
BRBroadridge Financial Solutions, Inc.Stock23,372$3.20M0.8%+32+0.1%AddedHistory
MSFTMicrosoft CorpStock8,442$3.15M0.8%+321+4.0%AddedHistory
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF125,615$3.13M0.8%−80,823−39.2%Reduced–
IBITiShares Bitcoin Trust ETFETF90,948$3.03M0.7%+10,877+13.6%AddedHistory
Northern LTS FD Tr IV66538H179MAIN BUYWRITE207,434$3.00M0.7%+2,211+1.1%Added–
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN41,307$2.98M0.7%−3,776−8.4%Reduced–
TSLATesla, Inc.Stock6,926$2.91M0.7%+369+5.6%AddedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF85,523$2.89M0.7%+3,415+4.2%Added–
Simplify Exchange Traded Fun82889N228US EQUI PLUS ETF109,411$2.89M0.7%+109,411New–
Schwab US Aggregate Bond ETF808524839ETF124,104$2.87M0.7%+1,073+0.9%Added–
iShares S&P 500 Growth ETF464287309ETF20,758$2.85M0.7%−262−1.2%Reduced–
Global X FDS37954Y574ADAPTIVE US54,012$2.64M0.7%−51,587−48.9%Reduced–
Touchstone ETF Trust89157W806TOUCHSTONE SANDS87,527$2.59M0.6%−209,097−70.5%Reduced–
BRK.BBerkshire Hathaway IncStock5,167$2.59M0.6%+42+0.8%AddedHistory
Schwab International Equity ETF808524805ETF92,026$2.55M0.6%+1,058+1.2%Added–
GOOGLAlphabet Inc.Stock7,117$2.54M0.6%−413−5.5%ReducedHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE25,521$2.51M0.6%+1,105+4.5%Added–
iShares Russell 1000 Value ETF464287598ETF9,025$2.19M0.5%−968−9.7%Reduced–
GOOGAlphabet Inc.Stock6,132$2.17M0.5%−256−4.0%ReducedHistory
Ea Series Trust02072L813RELATIVE SENTIME49,514$2.16M0.5%+49,514New–
iShares Russell Top 200 Growth ETF464289438ETF7,112$2.07M0.5%+217+3.1%Added–
LRCXLam Research CorpStock4,710$2.04M0.5%+1,069+29.4%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF15,595$1.94M0.5%−1,461−8.6%ReducedConverted for a 4-for-1 split–
Global X FDS37954Y830GLOBAL X COPPER24,695$1.90M0.5%+245+1.0%Added–
SPDR Series Trust78468R101ST SHO TREAS ETF65,413$1.90M0.5%+1,269+2.0%Added–
MKLMarkel Group Inc.COM941$1.84M0.5%+55+6.2%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR3,706$1.77M0.4%+1,525+69.9%AddedHistory
J P Morgan Exchange Traded F46641Q308DIV RTN EM EQT27,970$1.76M0.4%−48,665−63.5%Reduced–
Neos ETF Trust78433H675NASDAQ 100 HIGH29,734$1.69M0.4%+1,510+5.4%Added–
iShares Tr4642874571 3 YR TREAS BD19,703$1.62M0.4%−5,644−22.3%Reduced–
Sprott FDS Tr85208P303URANIUM MINERS E30,456$1.60M0.4%+138+0.5%Added–
IAUMiShares Gold Trust MicroSHS REPSTG UN TR39,508$1.58M0.4%+2,640+7.2%AddedHistory
ProShares Tr74348A467S&P 500 DV ARIST27,621$1.55M0.4%−4,749−14.7%ReducedConverted for a 2-for-1 split–
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM8,574$1.46M0.4%+160+1.9%Added–
GLDSPDR Gold TrustETF3,910$1.44M0.4%+621+18.9%AddedHistory
Solana ETF92864M822ETP192,585$1.42M0.4%+168,958+715.1%Added–
Exchange Listed FDS Tr30151E806SABA INT RATE54,387$1.39M0.3%+2,407+4.6%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF17,099$1.38M0.3%−461−2.6%ReducedConverted for a 4-for-1 split–
AMATApplied Materials IncStock1,903$1.38M0.3%+604+46.5%AddedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF39,463$1.37M0.3%−153−0.4%Reduced–
ETHAiShares Ethereum Trust ETFSHS113,824$1.35M0.3%+18,840+19.8%AddedHistory
PSECProspect Capital CorpCOM585,111$1.35M0.3%+3,117+0.5%AddedHistory
VRTVertiv Holdings CoCOM CL A3,935$1.32M0.3%+105+2.7%AddedHistory
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS23,395$1.32M0.3%+2,140+10.1%AddedHistory
PLTRPalantir Technologies Inc.Stock11,228$1.31M0.3%+481+4.5%AddedHistory
iShares Tr464287721U.S. TECH ETF5,133$1.29M0.3%+60+1.2%Added–
Pacer US Cash Cows 100 ETF69374H881ETF20,524$1.28M0.3%−37,674−64.7%Reduced–
ProShares Tr74347X831ULTRAPRO QQQ15,525$1.26M0.3%−1,600−9.3%Reduced–
Amplify ETF Tr032108649AMPLIFY JUNIOR S48,260$1.25M0.3%+3,580+8.0%Added–
Volatility Shs Tr92864M780XRP ETF215,400$1.24M0.3%+134,158+165.1%Added–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF20,080$1.23M0.3%+206+1.0%Added–
ETF Opportunities Trust26923N744REX FANG & INNOV28,418$1.23M0.3%+2,273+8.7%Added–
ProShares Tr74348A541HGH YLD INT RATE18,579$1.21M0.3%−6,607−26.2%Reduced–
Schwab U.S. Large-Cap ETF808524201ETF40,484$1.19M0.3%+5,648+16.2%Added–
Ssga Active ETF Tr78467V608ST STR BL LN ETF29,538$1.19M0.3%−2,628−8.2%Reduced–
AESIAtlas Energy Solutions Inc.COM NEW68,291$1.13M0.3%+7,359+12.1%AddedHistory
NIQNIQ Global Intelligence plcORDINARY SHARES114,588$1.07M0.3%+79,529+226.8%AddedHistory
INTCIntel CorpStock7,544$1.05M0.3%+2,204+41.3%AddedHistory
iShares Tr46435G326CORE MSCI INTL11,812$1.05M0.3%+218+1.9%Added–
iShares S&P 500 Value ETF464287408ETF4,602$1.04M0.3%−14−0.3%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF3,263$989.0K0.2%+151+4.9%Added–
CATCaterpillar IncStock885$942.6K0.2%+350+65.4%AddedHistory
Global X FDS37954Y475S&P 500 COVERED22,739$927.5K0.2%+512+2.3%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM16,277$919.3K0.2%+487+3.1%Added–
GLTRabrdn Precious Metals Basket ETF TrustPHYSCL PRECS MET5,057$916.1K0.2%−8−0.2%ReducedHistory
LLYEli Lilly & CoStock756$906.8K0.2%+157+26.2%AddedHistory
Schwab U.S. Small-Cap ETF808524607ETF25,012$903.7K0.2%+1,244+5.2%Added–
EPDEnterprise Products Partners L.P.Stock24,407$897.2K0.2%−996−3.9%ReducedHistory
GLWCorning IncCOM3,482$889.3K0.2%+809+30.3%AddedHistory
RKLBRocket Lab CorpCOM8,253$838.9K0.2%+527+6.8%AddedHistory
Direxion Shs ETF Tr25461A809DAILY META BULL41,275$835.8K0.2%+16,400+65.9%Added–
Simplify Exchange Traded Fun82889N863VOLATILITY PREM52,106$835.8K0.2%−5,751−9.9%Reduced–

Sold out since Q1 2026 (35)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Tactive Advisors, LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
Invesco Exchange Traded FD T46137V423S&P 500 VLU MOMN90,263$6.22M1.8%–
Invesco Exchange Traded FD T46137V456S&P MDCP VLU MNT31,633$2.06M0.6%–
Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360ETF42,779$1.44M0.4%–
Dimensional ETF Trust25434V401US EQUI MARK ETF16,802$1.19M0.3%–
Northern LTS FD Tr III66538R748HCM DEFND 10014,452$1.01M0.3%–
Webs ETF Tr87166N882QQQ DEF VOL ETF38,744$960.2K0.3%–
SPDR Series Trust78468R622ST BLOO HIGH ETF9,096$870.7K0.2%–
Tidal Trust I886364371UNLIMITED HFEQ E39,317$828.8K0.2%–
Tidal Trust I886364322UNLIMITED HFMF M24,971$579.6K0.2%–
BTCGrayscale Bitcoin Mini Trust ETFETF16,431$492.8K0.1%History
Neos ETF Trust78433H501NEOS ENH INC 1-38,409$418.6K0.1%–
Strategic Trust48817R870RUNNING GWTH ETF12,874$414.7K0.1%–
POWIPower Integrations IncCOM7,680$393.2K0.1%History
CROXCrocs, Inc.COM4,550$377.7K0.1%History
MWAMueller Water Products, Inc.COM SER A12,856$353.4K0.1%History
NWENorthWestern Energy Group, Inc.COM NEW5,145$339.3K0.1%History
FBTCFidelity Wise Origin Bitcoin FundSHS5,742$338.9K0.1%History
VCVisteon CorpCOM NEW3,714$338.4K0.1%History
KALUKaiser Aluminum CorpCOM PAR $0.012,744$330.7K0.1%History
GOLDGold.com, Inc.COM8,076$323.7K0.1%History
ATKRAtkore Inc.COM5,333$314.2K0.1%History
QCOMQualcomm IncStock2,388$307.5K0.1%History
FSKFS KKR Capital CorpCOM27,730$282.3K0.1%History
VALValaris LtdCL A2,695$264.2K0.1%History
BABAAlibaba Group Holding LtdADR1,982$248.7K0.1%History
WULFTerawulf Inc.COM16,750$241.7K0.1%History
CVXChevron CorpStock1,168$241.6K0.1%History
XOMExxonMobil Holdings CorpCOM1,420$240.9K0.1%History
Vanguard Morningstar Growth ETF922908736ETF551$240.7K0.1%–
ORCLOracle CorpStock1,464$215.3K0.1%History
CNRCore Natural Resources, Inc.COM SHS2,032$212.8K0.1%History
COPConocoPhillipsStock1,532$202.3K0.1%History
FSOLFidelity Solana FundBENEFICIAL INT16,729$163.1K<0.1%History
YEXTYext, Inc.COM28,992$111.3K<0.1%History
BAFNBayFirst Financial Corp.COM15,460$98.2K<0.1%History