SEC 13F Intelligence

Managers / Q2 2026

Tactive Advisors, LLC

CIK 0002002409 · 7400 BAYMEADOWS WAY, SUITE 300, JACKSONVILLE, FL, 32256 · 855-282-2848

Reported Value
$406M
Q2 2026
Positions
282
Filings on Record
11
2019–present window
Filed
Jul 9, 2026
original filing

Summary

Tactive Advisors, LLC reported $406M in U.S.-listed holdings across 282 positions for Q2 2026.

Its largest position, ADP, represents 4.9% of the portfolio.

Compared with Q1 2026, the fund opened 50 new positions and exited 36.

Portfolio Metrics

Turnover
+17.4%
vs prior filed quarter
Top-10 Concentration
+30.5%
share of reported value
Largest Position
+4.9%
Automatic Data Processing In
New / Exited
50 / 36
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $155MQ4 ’23Q2 ’24: $188MQ2 ’24Q2 ’25: $309MQ2 ’25Q3 ’25: $354MQ3 ’25Q4 ’25: $341MQ4 ’25Q1 ’26: $355MQ1 ’26Q2 ’26: $406MQ2 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 66.8%Common Stock: 31.3%Other: 0.6%ADR: 0.5%Closed-End Fund: 0.4%Other: 0.4%
  • ETP · 66.8% · $271M
  • Common Stock · 31.3% · $127M
  • Other · 0.6% · $2M
  • ADR · 0.5% · $2M
  • Closed-End Fund · 0.4% · $2M
  • Other · 0.4% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2026 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
WEBS ETF TRNEW+190.7K190.7K+$7M$7M
INVESCO EXCH TRADED FD TR IINEW+41.8K41.8K+$7M$7M
ISHARES TRNEW+18.8K18.8K+$6M$6M
SIMPLIFY EXCHANGE TRADED FUNNEW+109.4K109.4K+$3M$3M
EA SERIES TRUSTNEW+49.5K49.5K+$2M$2M
PENGPENGUIN SOLUTIONS INCNEW+9.8K9.8K+$746,570$746,570
JNJJOHNSON & JOHNSONNEW+2.7K2.7K+$679,624$679,624
LITELUMENTUM HLDGS INCNEW+718718+$616,087$616,087

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2026

37 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRMSCI USA VALUE · MSCI USA MMENTM · CORE US AGGBD ET · 0-3 MTH TREASURY · S&P 500 GRWT ETF · RUS 1000 VAL ETF · RUS TP200 GR ETF6.76%$27M161.6K
2ADPAUTOMATIC DATA PROCESSING INhistory →COM4.94%$20M89.6K
3VANGUARD INDEX FDSS&P 500 ETF SHS4.19%$17M24.7K
4FIDELITY COVINGTON TRUSTFUN LAR COR ETF4.07%$17M280.3K
5INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF · S&P 500 MOMNTM3.86%$16M71.3K
6TIDAL TRUST IUNLIMITED HFGM3.21%$13M426.6K
7TRUST FOR PROFESSIONAL MANAGCONVERGENCE LNG3.07%$12M365.1K
8FLEXSHARES TRULTR SHO INC FD2.84%$12M152.8K
9VANECK ETF TRUSTSEMICONDUCTR ETF · MRNGSTR WDE MOAT · JUNIOR GOLD MINE2.61%$11M64.4K
10NVDANVIDIA CORPORATIONhistory →COM2.07%$8M42.0K
11SCHWAB STRATEGIC TRUS LCAP GR ETF · US AGGREGATE B · INTL EQTY ETF2.05%$8M301.7K
12HUTHUT 8 CORPhistory →COM1.98%$8M69.7K
13AAPLAPPLE INChistory →COM1.89%$8M26.6K
14WEBS ETF TRTECH XLK DEF ETF1.78%$7M190.7K
15NORTHERN LTS FD TR IVMAIN BUYWRITE · MAIN SECTR ROTN1.47%$6M248.7K
16VANGUARD WORLD FDMEGA GRWTH IND1.40%$6M64.5K
17APLDAPPLIED DIGITAL CORPhistory →COM NEW1.37%$6M149.3K
18AMZNAMAZON COM INChistory →COM1.27%$5M21.7K
19NDQINVESCO QQQ TRhistory →UNIT SER 11.27%$5M7.0K
20DBX ETF TRXTRACK MSCI EAFE1.20%$5M89.4K
21GOOGLALPHABET INCCAP STK CL A · CAP STK CL C1.16%$5M13.2K
22SELECT SECTOR SPDR TRST STR TECHN ETF1.09%$4M23.2K
23METAMETA PLATFORMS INChistory →CL A1.03%$4M7.4K
24AMDADVANCED MICRO DEVICES INChistory →COM1.01%$4M7.0K
25STATE STR SPDR S&P 500 ETF TTR UNIT0.83%$3M4.5K
26MUMICRON TECHNOLOGY INCCOM0.79%$3M2.8K
27BRBROADRIDGE FINL SOLUTIONS INCOM0.79%$3M23.4K
28MSFTMICROSOFT CORPCOM0.78%$3M8.4K
29FIRST TR EXCHNG TRADED FD VISMIT UNCO BD ETF0.77%$3M125.6K
30IBITISHARES BITCOIN TRUST ETFSHS BEN INT0.75%$3M90.9K
31TSLATESLA INCCOM0.72%$3M6.9K
32SIMPLIFY EXCHANGE TRADED FUNUS EQUI PLUS ETF0.71%$3M109.4K
33GLOBAL X FDSADAPTIVE US0.65%$3M54.0K
34TOUCHSTONE ETF TRUSTSANDS CAP US ETF0.64%$3M87.5K
35BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.64%$3M5.2K
36EA SERIES TRUSTRELA SEN TAC ETF0.53%$2M49.5K
37LRCXLAM RESEARCH CORPCOM NEW0.50%$2M4.7K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$406M282Jul 9, 202613F-HRchanges · EDGAR ↗
Q1 2026$355M268Apr 16, 202613F-HRchanges · EDGAR ↗
Q4 2025$341M255Jan 9, 202613F-HRchanges · EDGAR ↗
Q3 2025$354M252Oct 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$309M228Aug 18, 202513F-HRchanges · EDGAR ↗
Q2 2024$188M126Jun 4, 202413F-HRchanges · EDGAR ↗
Q4 2023$155M89Feb 14, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.