SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Tactive Advisors, LLC

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

Reported Value
$341M
Q4 2025
Positions
255
Filings on Record
11
2019–present window
Filed
Jan 9, 2026
original filing

Summary

Tactive Advisors, LLC reported $341M in U.S.-listed holdings across 255 positions for Q4 2025.

Its largest position, Fidelity Covington, represents 4.3% of the portfolio.

Compared with Q3 2025, the fund opened 37 new positions and exited 33.

Portfolio Metrics

Turnover
+14.5%
vs prior filed quarter
Top-10 Concentration
+27.3%
share of reported value
Largest Position
+4.3%
Fidelity Covington
New / Exited
37 / 33
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: 75.8%Common Stock: 22.5%ADR: 0.6%Closed-End Fund: 0.5%MLP: 0.3%Other: 0.4%
  • ETP · 75.8% · $259M
  • Common Stock · 22.5% · $77M
  • ADR · 0.6% · $2M
  • Closed-End Fund · 0.5% · $2M
  • MLP · 0.3% · $990,591
  • Other · 0.4% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ISHARES TRNEW+55.4K55.4K+$8M$8M
INVESCO EXCH TRADED FD TR IINEW+128.4K128.4K+$7M$7M
TIDAL TRUST INEW+32.7K32.7K+$941,857$941,857
ISHARES TRNEW+8.3K8.3K+$914,883$914,883
ETF OPPORTUNITIES TRUSTNEW+21.3K21.3K+$851,369$851,369
INVESCO DB US DLR INDEX TRNEW+27.5K27.5K+$743,812$743,812
TIDAL TRUST INEW+29.5K29.5K+$615,182$615,182
UBS AGNEW+2.8K2.8K+$489,972$489,972

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

Holdings — Q4 2025

36 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRMSCI USA VALUE · CORE US AGGBD ET · 0-3 MNTH TREASRY · S&P 500 GRWT ETF · RUS 1000 GRW ETF · RUS 1000 VAL ETF · RUS TP200 GR ETF7.21%$25M180.0K
2FIDELITY COVINGTON TRUSTFUNDAMENTAL LARG4.28%$15M273.7K
3SPDR S&P 500 ETF TRTR UNIT3.12%$11M15.6K
4FLEXSHARES TRFLEXSHARES ULTRA3.09%$11M140.2K
5VANGUARD INDEX FDSS&P 500 ETF SHS2.84%$10M15.5K
6DBX ETF TRXTRACK MSCI EAFE2.71%$9M192.4K
7INVESCO EXCH TRADED FD TR IIS&P ULTRA DIVIDE · S&P 500 HB ETF2.66%$9M149.0K
8VANECK ETF TRUSTMRNGSTR WDE MOAT · JUNIOR GOLD MINE · SEMICONDUCTR ETF2.44%$8M61.5K
9NVDANVIDIA CORPORATIONhistory →COM2.38%$8M43.5K
10J P MORGAN EXCHANGE TRADED FDIV RTN EM EQT2.34%$8M131.4K
11SCHWAB STRATEGIC TRUS AGGREGATE B · US LCAP GR ETF · INTL EQTY ETF2.18%$7M285.0K
12TOUCHSTONE ETF TRUSTTOUCHSTONE SANDS2.14%$7M257.9K
13AAPLAPPLE INChistory →COM2.13%$7M26.8K
14TRUST FOR PROFESSIONAL MANAGCONVERGENCE LNG1.79%$6M223.0K
15NORTHERN LTS FD TR IVMAIN BUYWRITE · MAIN SECTR ROTN1.69%$6M247.5K
16NDQINVESCO QQQ TRhistory →UNIT SER 11.51%$5M8.4K
17METAMETA PLATFORMS INChistory →CL A1.41%$5M7.3K
18SPDR SERIES TRUSTSTATE STREET SPD1.40%$5M95.3K
19VANGUARD WORLD FDMEGA GRWTH IND1.38%$5M11.4K
20GLOBAL X FDSADAPTIVE US1.37%$5M101.1K
21AMZNAMAZON COM INChistory →COM1.36%$5M20.2K
22IBITISHARES BITCOIN TRUST ETFhistory →SHS BEN INT1.28%$4M87.8K
23APLDAPPLIED DIGITAL CORPhistory →COM NEW1.26%$4M175.8K
24FIRST TR EXCHNG TRADED FD VISMITH UNCONSTRAI1.25%$4M169.6K
25GOOGLALPHABET INCCAP STK CL A · CAP STK CL C1.21%$4M13.2K
26HUTHUT 8 CORPhistory →COM1.08%$4M80.5K
27MSFTMICROSOFT CORPhistory →COM1.00%$3M7.1K
28SELECT SECTOR SPDR TRSTATE STREET TEC0.96%$3M22.9K
29LISTED FDS TRROUNDHILL MAGNIF0.90%$3M46.8K
30BANK MONTREAL MEDIUMNT LKD 380.87%$3M43.5K
31TSLATESLA INCCOM0.81%$3M6.1K
32MGMTUNIFIED SER TRBALLAST SMLMD CP0.80%$3M61.6K
33ISHARES INCJP MRG EM CRP BD0.79%$3M58.8K
34BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.73%$2M4.9K
35GQ9SPDR GOLD TRGOLD SHS0.57%$2M4.9K
36PROSHARES TRS&P 500 DV ARIST0.53%$2M17.4K

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 ↗.