Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Activest Wealth Management (CIK 1883134) reported $569.2M across 1,208 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($111.5M, 19.58%), QQQ ($63.6M, 11.18%), RSP ($48.1M, 8.44%), AAPL ($29.6M, 5.20%), NVDA ($20.9M, 3.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $111.5M | 19.58% | 171,372 | Added |
| 2 | QQQ | INVESCO QQQ TR | $63.6M | 11.18% | 110,219 | Added |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $48.1M | 8.44% | 250,370 | Added |
| 4 | AAPL | APPLE INC | $29.6M | 5.20% | 116,620 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $20.9M | 3.67% | 119,791 | Added |
| 6 | MOAT | VANECK ETF TRUST | $19.3M | 3.38% | 199,112 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $16.7M | 2.94% | 80,298 | Added |
| 8 | GOOGL | ALPHABET INC | $15.8M | 2.77% | 54,897 | Added |
| 9 | META | META PLATFORMS INC | $14.3M | 2.51% | 24,961 | Added |
| 10 | VOO | VANGUARD INDEX FDS | $13.9M | 2.44% | 23,279 | Trimmed |
| 11 | AVDE | AMERICAN CENTY ETF TR | $12.9M | 2.27% | 152,042 | Added |
| 12 | MU | MICRON TECHNOLOGY INC | $10.7M | 1.88% | 31,696 | Added |
| 13 | IVV | ISHARES TR | $8.8M | 1.55% | 13,523 | Trimmed |
| 14 | AAXJ | ISHARES TR | $7.7M | 1.35% | 79,823 | Added |
| 15 | RYT | INVESCO EXCHANGE TRADED FD T | $6.8M | 1.19% | 149,805 | Added |
| 16 | MSFT | MICROSOFT CORP | $6.6M | 1.16% | 17,764 | Added |
| 17 | TSLA | TESLA INC | $5.4M | 0.95% | 14,506 | Added |
| 18 | AVEM | AMERICAN CENTY ETF TR | $5.2M | 0.91% | 64,525 | Trimmed |
| 19 | KWEB | KRANESHARES TRUST | $5.0M | 0.87% | 175,013 | Added |
| 20 | GOOG | ALPHABET INC | $4.8M | 0.84% | 16,657 | Added |
| 21 | USFR | WISDOMTREE TR | $4.2M | 0.74% | 83,209 | Trimmed |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.9M | 0.68% | 8,124 | Added |
| 23 | KBDC | KAYNE ANDERSON BDC INC | $3.4M | 0.60% | 246,966 | Added |
| 24 | XLF | SELECT SECTOR SPDR TR | $3.4M | 0.59% | 68,359 | Trimmed |
| 25 | ARGT | GLOBAL X FDS | $3.2M | 0.57% | 34,524 | Added |
Source: SEC Form 13F filings · as of 2026-03-31