Activest Wealth Management Portfolio Holdings
Activest Wealth Management
- $505 Million
- Q4 2025
Activest Wealth Management has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $505 Million distributed in 1121 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $106M, Invesco Qqq Trust, Series 1 with a value of $65M, Invesco S&P 500 Equal Weight E with a value of $42.2M, Apple Inc. with a value of $33.4M, and Vaneck Morningstar Wide Moat E with a value of $20.2M.
Examining the 13F form we can see an increase of $26.4M in the current position value, from $479M to 505M.
Below you can find more details about Activest Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$505 Million
ETFs: $348 Million
Technology: $67.8 Million
Communication Services: $26.9 Million
Consumer Cyclical: $23 Million
Financial Services: $20.5 Million
Healthcare: $5.14 Million
Energy: $3.33 Million
Industrials: $3.15 Million
Other: $7.01 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 1,121
- Current Value $505 Million
- Prior Value $479 Million
- Filing
- Period Q4 2025
- Filing Date January 30, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 213 stocks
- Additional Purchases 441 stocks
- Sold out of 0 stocks
- Reduced holdings in 247 stocks