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Activest Wealth Management

Latest statistics and disclosures from Activest Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, QQQ, RSP, AAPL, MU, and represent 53.11% of Activest Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPCX (+$8.0M), SNDK, SPY, AVDE, VOO, QQQ, PREF, RSPT, IEFA, NVDA.
Started 44 new stock positions in IPAC, CHYM, IXJ, VOOG, RUSHB, Gates Indl Corp, OSK, POWI, VCR, Ionic Digital.
Reduced shares in these 10 stocks: MOAT, RSP, TIP, AGG, HYG, GGAL, GLD, AVEM, KWEB, LOMA.
Sold out of its positions in AAON, AGCO, AGNC, APG, T, ARKW, PRNT, ACHC, WMS, AFRM.
Activest Wealth Management was a net buyer of stock by $15M.
Activest Wealth Management has $540M in assets under management (AUM), dropping by 4.39%.
Central Index Key (CIK): 0001883134

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Portfolio Holdings for Activest Wealth Management

Activest Wealth Management holds 1052 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Activest Wealth Management has 1052 total positions. Only the first 250 positions are shown.

Sign up to view all of the Activest Wealth Management Sept. 30, 2026 positions
Download the Activest Wealth Management September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	22.4	$121M		159k	762.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	12.2	$66M		89k	739.77	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	8.8	$48M		229k	208.02	View chart
Apple (AAPL)	5.3	$29M		86k	333.02	View chart
Micron Technology (MU)	4.5	$24M		23k	1065.12	View chart
NVIDIA Corporation (NVDA)	3.6	$20M	+2%	86k	228.38	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.1	$17M	+10%	183k	90.11	View chart
Amazon (AMZN)	2.4	$13M		52k	249.15	View chart
Meta Platforms Cl A (META)	2.3	$13M		17k	725.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.2	$12M		35k	344.08	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$10M		14k	765.86	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	1.9	$10M	+7%	155k	65.86	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	1.8	$9.8M		84k	116.43	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	1.5	$8.3M	+3239%	55k	150.86	View chart
Microsoft Corporation (MSFT)	1.2	$6.5M	+5%	13k	512.89	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.2	$6.3M	-33%	60k	105.71	View chart
Roundhill Etf Trust Memory Etf	1.1	$6.1M	+3%	102k	60.36	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$5.0M		15k	340.75	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.9	$4.9M	-6%	52k	94.02	View chart
Dell Technologies CL C (DELL)	0.8	$4.5M		8.4k	537.94	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$4.1M	+54%	5.9k	700.84	View chart
Tesla Motors (TSLA)	0.7	$3.9M	+2%	11k	354.81	View chart
Sandisk Corp (SNDK)	0.6	$3.5M	+1417%	2.0k	1740.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$3.3M	+3%	6.6k	497.97	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$3.3M	-2%	49k	66.60	View chart
Eli Lilly & Co. (LLY)	0.6	$3.1M	+2%	2.6k	1157.09	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.5	$2.4M	+24%	46k	53.40	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$2.4M	-4%	51k	47.34	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.4	$2.3M		13k	168.42	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$2.0M	+6%	3.6k	568.70	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.4	$1.9M	-14%	78k	24.51	View chart
Kayne Anderson Bdc Com Shs (KBDC)	0.3	$1.9M		149k	12.56	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.3	$1.8M	+32%	30k	61.50	View chart
Ypf Sociedad Anonima Sponsored Ads (YPF)	0.3	$1.7M		33k	50.13	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$1.6M	+22%	32k	50.39	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.3	$1.6M	+161%	85k	18.35	View chart
Allstate Corporation (ALL)	0.3	$1.4M		6.3k	221.86	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$1.2M	-14%	6.3k	195.76	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.2M	-24%	3.2k	380.84	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.2	$1.2M	+20%	11k	114.73	View chart
SYNNEX Corporation (SNX)	0.2	$1.2M		4.6k	256.83	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$1.2M		7.3k	158.77	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.2	$1.1M	+5%	6.5k	166.99	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$1.1M		20k	51.87	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$995k		7.9k	125.27	View chart
JPMorgan Chase & Co. (JPM)	0.2	$955k	+5%	2.9k	330.80	View chart
Morgan Stanley Direct Lendin Com Shs (MSDL)	0.2	$933k	-23%	69k	13.63	View chart
UnitedHealth (UNH)	0.2	$885k		2.4k	367.00	View chart
Global X Fds Gb Msci Ar Etf (ARGT)	0.2	$868k	-13%	10k	86.18	View chart
Advanced Micro Devices (AMD)	0.2	$858k	+5%	1.4k	611.76	View chart
Listed Fds Tr Roun Ma Seve Etf (MAGS)	0.2	$831k		12k	71.69	View chart
Broadcom (AVGO)	0.1	$801k	+8%	2.3k	351.13	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$785k		2.5k	317.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$718k	+926%	7.4k	96.88	View chart
Ishares Jp Mrg Em Crp Bd (CEMB)	0.1	$717k	+38%	16k	44.00	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$707k	-17%	7.1k	100.10	View chart
Global X Fds Global X Copper (COPX)	0.1	$688k	+58%	8.1k	84.70	View chart
Cipher Mining (CIFR)	0.1	$681k	+63%	43k	15.82	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$679k		9.3k	72.64	View chart
Uber Technologies (UBER)	0.1	$674k	+5%	9.8k	68.51	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$614k		7.1k	86.80	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$609k		11k	54.51	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$602k	+5%	1.2k	508.49	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$579k	-47%	7.5k	77.21	View chart
Coreweave Com Cl A (CRWV)	0.1	$531k	+52%	6.1k	87.12	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$523k	+52%	4.2k	125.67	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$516k	-10%	5.3k	97.45	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$516k	-26%	22k	23.71	View chart
Iren Ordinary Shares (IREN)	0.1	$507k	+12%	12k	40.88	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$482k	-14%	5.3k	90.84	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.1	$479k	-18%	61k	7.84	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$461k	NEW	5.4k	85.48	View chart
Opendoor Technologies (OPEN)	0.1	$457k	+9%	193k	2.37	View chart
Coinbase Global Com Cl A (COIN)	0.1	$452k	-7%	2.4k	186.41	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$427k	+2%	7.1k	60.08	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.1	$409k	+250%	4.4k	92.76	View chart
Ge Vernova (GEV)	0.1	$400k	+6%	421.00	950.49	View chart
Fidelity Ethereum SHS (FETH)	0.1	$400k	+10%	15k	26.57	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$385k		4.3k	90.11	View chart
Palo Alto Networks (PANW)	0.1	$384k	-6%	967.00	397.31	View chart
Palantir Technologies Cl A (PLTR)	0.1	$380k		2.0k	187.04	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$358k	+112%	1.6k	228.28	View chart
Applied Digital Corp Com New (APLD)	0.1	$352k	+11%	15k	24.37	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$352k	-13%	20k	17.60	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	0.1	$324k		9.4k	34.49	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.1	$322k	+214%	1.7k	194.79	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$312k	-32%	3.1k	100.68	View chart
Intel Corporation (INTC)	0.1	$310k	+10%	2.6k	120.23	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$310k	-2%	5.2k	59.31	View chart
John Hancock Preferred Income Fund III (HPS)	0.1	$302k	-7%	25k	12.04	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$300k	+5%	658.00	456.21	View chart
Vista Energy S.a.b. De C.v. Sponsored Ads (VIST)	0.1	$298k		4.6k	65.35	View chart
Ishares Tr Devsmcp Exna Etf (IEUS)	0.1	$298k		4.2k	70.18	View chart
Strive Cl A Com (ASST)	0.1	$294k	-6%	10k	29.41	View chart
Oracle Corporation (ORCL)	0.1	$292k	+152%	2.1k	137.31	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$291k	-8%	1.0k	277.93	View chart
Wal-Mart Stores (WMT)	0.1	$291k	-6%	2.8k	103.92	View chart
Arista Networks Com Shs (ANET)	0.1	$288k	+4%	1.4k	203.59	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$281k		3.5k	81.16	View chart
salesforce (CRM)	0.1	$275k	-33%	1.2k	229.53	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.0	$270k	-4%	28k	9.81	View chart
Goldman Sachs (GS)	0.0	$268k		298.00	900.36	View chart
Pfizer (PFE)	0.0	$265k	+4%	9.3k	28.52	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$259k	-8%	1.2k	222.15	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$259k	-36%	4.6k	56.22	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$258k	-46%	2.5k	102.17	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$256k	-10%	5.4k	47.36	View chart
Netflix (NFLX)	0.0	$255k	+2%	3.7k	69.58	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$253k	-19%	2.4k	107.53	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$243k		399.00	609.49	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$243k	-72%	2.6k	94.53	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$237k	+73%	23k	10.49	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.0	$236k		8.0k	29.59	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$234k		3.0k	77.26	View chart
Spdr Series Trust St Str Nyse Tech (XNTK)	0.0	$230k		602.00	382.19	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.0	$229k		611.00	374.31	View chart
Delta Air Lines Com New (DAL)	0.0	$227k		2.7k	83.47	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$226k	NEW	3.1k	73.70	View chart
Loma Negra C I A S A Mtn 14 Sponsored Ads (LOMA)	0.0	$220k	-58%	24k	9.20	View chart
Nebius Group Shs Class A (NBIS)	0.0	$219k	-8%	929.00	236.01	View chart
Doubleline Income Solutions (DSL)	0.0	$218k	-17%	22k	10.00	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$212k	NEW	1.5k	142.26	View chart
First Tr Exchange Traded Nasdq Oil Gas (FTXN)	0.0	$210k		5.5k	37.98	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	0.0	$206k	+35%	7.7k	26.62	View chart
Ares Capital Corporation (ARCC)	0.0	$203k	-34%	11k	19.10	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.0	$203k		8.5k	23.98	View chart
Walt Disney Company (DIS)	0.0	$203k	+15%	1.9k	104.92	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$197k	+25%	5.0k	39.44	View chart
Banco Bbva Argentina S A Sponsored Ads (BBAR)	0.0	$197k	-58%	15k	12.85	View chart
Costco Wholesale Corporation (COST)	0.0	$195k	-31%	214.00	909.31	View chart
Grupo Financiero Galicia Sponsored Adr (GGAL)	0.0	$192k	-67%	5.1k	37.24	View chart
Southern Copper Corporation (SCCO)	0.0	$191k		942.00	202.64	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$191k	+40%	769.00	247.85	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.0	$186k	-14%	859.00	215.98	View chart
Blue Owl Capital Com Cl A (OWL)	0.0	$184k		20k	9.09	View chart
Deutsche Bk Namen Akt (DB)	0.0	$181k		5.0k	36.19	View chart
Visa Com Cl A (V)	0.0	$174k	+61%	485.00	359.45	View chart
Banco Santander Sa Adr (SAN)	0.0	$169k		12k	13.83	View chart
Citigroup Com New (C)	0.0	$159k		1.2k	129.50	View chart
Ondas Com New (ONDS)	0.0	$155k	-10%	21k	7.33	View chart
Mastercard Incorporated Cl A (MA)	0.0	$154k	+4%	279.00	551.39	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$154k	NEW	1.0k	148.22	View chart
Honeywell Aerospace (HONA)	0.0	$150k	+10622%	965.00	154.97	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$149k		708.00	210.46	View chart
Ishares Tr Ibonds 29 Tr Hi (IBHI)	0.0	$149k		6.5k	22.83	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)	0.0	$148k		1.4k	107.46	View chart
Ishares Tr Ibon 2027 Te Etf (IBHG)	0.0	$147k		6.7k	21.78	View chart
Bank of America Corporation (BAC)	0.0	$143k	+2%	2.6k	54.43	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.0	$138k		2.8k	48.69	View chart
Gabelli Dividend & Income Trust (GDV)	0.0	$138k		4.9k	28.29	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$136k		7.0k	19.37	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$133k		4.2k	31.47	View chart
Mp Materials Corp Com Cl A (MP)	0.0	$133k	-34%	2.8k	47.28	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$133k		4.8k	27.47	View chart
Ishares Msci Cda Etf (EWC)	0.0	$131k	NEW	2.2k	58.38	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$131k		4.4k	30.00	View chart
Cisco Systems (CSCO)	0.0	$128k	-10%	1.2k	107.63	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$125k		811.00	154.53	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.0	$123k		2.2k	55.83	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$123k	-8%	1.4k	89.65	View chart
Uniqure Nv SHS (QURE)	0.0	$121k		5.0k	24.16	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.0	$120k		2.9k	41.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$118k	-15%	870.00	136.11	View chart
Merck & Co (MRK)	0.0	$117k		805.00	145.31	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$114k		1.6k	71.95	View chart
Vanguard World Industrial Etf (VIS)	0.0	$114k	NEW	355.00	320.51	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$113k		2.1k	53.76	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$113k		544.00	207.18	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.0	$111k	-17%	1.2k	92.63	View chart
Marvell Technology (MRVL)	0.0	$109k	+131%	414.00	263.94	View chart
Freeport Mcmoran CL B (FCX)	0.0	$109k		1.6k	70.00	View chart
ON Semiconductor (ON)	0.0	$108k	-6%	1.4k	76.87	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$108k		3.0k	35.93	View chart
Viking Therapeutics (VKTX)	0.0	$107k	+117%	3.3k	32.60	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$107k		728.00	146.48	View chart
Albemarle Corporation (ALB)	0.0	$106k	+24975%	1.0k	105.78	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$105k		1.9k	55.03	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$103k		356.00	288.45	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$102k		918.00	111.02	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.0	$102k	-64%	7.9k	12.89	View chart
Astrazeneca Ord (AZN)	0.0	$100k	NEW	620.00	161.98	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$99k	NEW	2.1k	46.68	View chart
Ishares Msci Israel Etf (EIS)	0.0	$96k	+27%	795.00	121.32	View chart
Prologis (PLD)	0.0	$96k		740.00	129.79	View chart
American Express Company (AXP)	0.0	$96k	-25%	315.00	303.64	View chart
Kodiak Sciences (KOD)	0.0	$95k		1.0k	94.80	View chart
Lemonade (LMND)	0.0	$95k		2.1k	45.14	View chart
Soluna Holdings Com New (SLNH)	0.0	$95k		83k	1.14	View chart
American Tower Reit (AMT)	0.0	$92k	+28%	560.00	163.69	View chart
Phillips 66 (PSX)	0.0	$90k		352.00	255.31	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$90k		295.00	304.28	View chart
Ishares Tr Msci China Etf (MCHI)	0.0	$89k		1.7k	52.19	View chart
Chevron Corporation (CVX)	0.0	$88k	+26%	433.00	204.21	View chart
Ishares Tr Cybersecurity (IHAK)	0.0	$88k		1.3k	67.62	View chart
Metropcs Communications (TMUS)	0.0	$88k	-14%	538.00	163.23	View chart
Bristol Myers Squibb (BMY)	0.0	$88k		1.4k	62.40	View chart
Lam Research Corp Com New (LRCX)	0.0	$86k		263.00	328.51	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$86k		48.00	1793.62	View chart
Wells Fargo & Company (WFC)	0.0	$86k	-32%	1.1k	80.08	View chart
Airbnb Com Cl A (ABNB)	0.0	$85k		531.00	160.65	View chart
Abbott Laboratories (ABT)	0.0	$85k		857.00	98.84	View chart
USA Rare Earth Inc A (USAR)	0.0	$85k		6.0k	14.08	View chart
Cameco Corporation (CCJ)	0.0	$85k		975.00	86.67	View chart
Comfort Systems USA (FIX)	0.0	$84k	-23%	51.00	1654.10	View chart
Procter & Gamble Company (PG)	0.0	$84k	+256%	577.00	145.28	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$82k		650.00	125.66	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	0.0	$82k	+53%	2.1k	39.78	View chart
CVS Caremark Corporation (CVS)	0.0	$79k	-7%	923.00	85.69	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$79k		947.00	82.97	View chart
Boston Scientific Corporation (BSX)	0.0	$78k	+196%	1.8k	43.65	View chart
Echostar Corp Cl A	0.0	$77k		862.00	89.41	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$77k		1.5k	51.15	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$76k	+1952%	944.00	80.60	View chart
Qualcomm (QCOM)	0.0	$76k	+6%	413.00	183.93	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$75k		2.1k	35.01	View chart
Western Digital (WDC)	0.0	$75k		165.00	454.46	View chart
Chubb (CB)	0.0	$75k		230.00	325.25	View chart
ClearBridge Energy MLP Fund (EMO)	0.0	$74k		1.5k	50.12	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$73k		2.5k	29.50	View chart
Technipfmc (FTI)	0.0	$73k		1.1k	67.92	View chart
Philip Morris International (PM)	0.0	$73k	+20%	382.00	190.82	View chart
Navitas Semiconductor Corp-a (NVTS)	0.0	$73k		6.3k	11.61	View chart
Johnson & Johnson (JNJ)	0.0	$73k	+5%	274.00	264.74	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.0	$72k		3.2k	22.59	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$72k	NEW	198.00	364.68	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.0	$71k	-64%	1.3k	53.16	View chart
Rocket Lab Corp (RKLB)	0.0	$71k	-7%	1.0k	69.68	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$71k		664.00	106.48	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$68k	NEW	357.00	190.59	View chart
Generac Holdings (GNRC)	0.0	$68k	+10%	327.00	206.95	View chart
Ge Aerospace Com New (GE)	0.0	$67k		214.00	312.29	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.0	$67k		740.00	89.92	View chart
Kraneshares Trust Bose Msc Chi Etf (KBA)	0.0	$66k		2.1k	30.94	View chart
ConocoPhillips (COP)	0.0	$66k		524.00	125.25	View chart
Danaher Corporation (DHR)	0.0	$65k		292.00	221.55	View chart
Altria (MO)	0.0	$65k	+207%	960.00	67.34	View chart
Exxonmobil Holdings Corp Com Shs	0.0	$64k	NEW	394.00	162.75	View chart
Core Scientific (CORZ)	0.0	$64k		4.0k	15.98	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$64k		2.0k	32.63	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$62k		1.1k	56.33	View chart
Barclays Adr (BCS)	0.0	$61k		2.5k	24.27	View chart
Riot Blockchain (RIOT)	0.0	$61k		3.0k	20.15	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.0	$60k	+2960%	704.00	85.42	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$60k		1.6k	36.45	View chart
Ishares Msci World Etf (URTH)	0.0	$60k		288.00	206.48	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$59k		355.00	166.28	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.0	$59k		4.9k	11.86	View chart
PNC Financial Services (PNC)	0.0	$58k	+2%	262.00	222.26	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$57k		1.1k	54.44	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.0	$57k	+9%	361.00	157.46	View chart

Past Filings by Activest Wealth Management

SEC 13F filings are viewable for Activest Wealth Management going back to 2021

Activest Wealth Management 2026 Q3 filed Oct. 15, 2026
Activest Wealth Management 2026 Q2 filed July 16, 2026
Activest Wealth Management 2026 Q1 filed April 15, 2026
Activest Wealth Management 2025 Q4 filed Jan. 30, 2026
Activest Wealth Management 2025 Q3 filed Nov. 3, 2025
Activest Wealth Management 2025 Q2 filed July 29, 2025
Activest Wealth Management 2025 Q1 filed May 15, 2025
Activest Wealth Management 2024 Q4 filed Jan. 28, 2025
Activest Wealth Management 2024 Q3 filed Nov. 12, 2024
Activest Wealth Management 2024 Q2 filed July 30, 2024
Activest Wealth Management 2024 Q1 filed April 24, 2024
Activest Wealth Management 2023 Q4 filed Jan. 19, 2024
Activest Wealth Management 2023 Q3 filed Oct. 10, 2023
Activest Wealth Management 2023 Q2 filed July 21, 2023
Activest Wealth Management 2023 Q1 filed April 18, 2023
Activest Wealth Management 2022 Q4 filed Jan. 18, 2023

View all past filings

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