Institutions / Activest Wealth Management
Activest Wealth Management
CIK 1883134 · Institution · as of Dec 31, 2025
Portfolio value
$535.37M
Positions
1,121
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,121 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $109.03M | 20.4% |
| Invesco Qqq Tr | $66.15M | 12.4% |
| Invesco Exchange Traded Fd T | $43.13M | 8.1% |
| Apple Inc. | $33.97M | 6.3% |
| VanEck ETF Trust | $24.40M | 4.6% |
| Amazon.com Inc | $15.28M | 2.9% |
| Vanguard Index Fds | $15.01M | 2.8% |
| Alphabet Inc. | $14.13M | 2.6% |
| NVIDIA Corp | $12.37M | 2.3% |
| iShares Tr | $11.89M | 2.2% |
| Meta Platforms Inc | $10.35M | 1.9% |
| American Centy ETF Tr | $8.78M | 1.6% |
| American Centy ETF Tr | $7.53M | 1.4% |
| WisdomTree Tr | $5.90M | 1.1% |
| Micron Technology Inc | $5.50M | 1.0% |
| Tesla Inc | $5.15M | 1.0% |
| Microsoft Corp | $4.77M | 0.9% |
| iShares Bitcoin Trust ETF | $4.61M | 0.9% |
| Select Sector SPDR Tr | $4.22M | 0.8% |
| Kraneshares Trust | $3.27M | 0.6% |
| Morgan Stanley Direct Lending FundMSDL | $3.22M | 0.6% |
| iShares Tr | $3.12M | 0.6% |
| Alphabet Inc. | $3.07M | 0.6% |
| Kayne Anderson BDC, Inc.KBDC | $2.98M | 0.6% |
| Global X Fds | $2.80M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.