Activest Wealth Management
Q3 2025 13F Holdings
- Locationaventura, FL
- Num holdings
1,230
- Value ($000)
$493,847
- Date Filed 11/03/2025
- Form type13F-HR
- CIK 0001883134
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
S SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $100.60M | 20 % | 151,015 | ||
N INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $52.67M | 11 % | 87,734 | ||
R INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $44.37M | 9 % | 233,877 | ||
A APPLE INC | COM | 037833100 | $34.90M | 7 % | 137,058 | ||
M VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $22.74M | 5 % | 229,459 | ||
A AMAZON COM INC | COM | 023135106 | $16.26M | 3 % | 74,050 | ||
N NVIDIA CORPORATION | COM | 67066G104 | $13.91M | 3 % | 74,571 | ||
V VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $13.12M | 3 % | 21,426 | ||
G ALPHABET INC | CAP STK CL A | 02079K305 | $12.47M | 3 % | 51,312 | ||
M META PLATFORMS INC | CL A | 30303M102 | $12.07M | 2 % | 16,434 |
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