account_balance

Investment manager · 13F filer · SEC CIK 1883134

Activest Wealth Management

Reported value$540Mas of Sep 30, 2026
Positions1,052 76 new, 466 sold out
Top 10 weight66.7%SPY alone is 22%
FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 22.4% Held
QQQ Invesco QQQ Tr 12.2% Held
RSP Invesco Exchange Traded Fd T 8.8% Held
AAPL Apple Inc. 5.3% HeldMU Micron Technology Inc 4.5% HeldNVDA NVIDIA Corp 3.6% Added +3%
AVDE American Centy ETF Tr 3.1% Added +11%
AMZN Amazon.com Inc 2.4% HeldMETA Meta Platforms, Inc. 2.3% HeldGOOGL Alphabet Inc. 2.2% Held
IVV iShares Tr 1.9% Held
RSPT Invesco Exchange Traded Fd T 1.9% Added +8%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 16, 2026 filing
add_circleNew
  • VOOG $461K
  • IEUR $226K
  • IVW $212K
  • IXN $154K
arrow_upwardAdded
  • SPCX +3239%
  • SNDK +1418%
  • PREF +162%
  • VOO +54%
arrow_downwardTrimmed
  • MOAT −33%
  • GLD −25%
  • KWEB −14%
  • XLK −14%
remove_circleSold out
  • TIP $718K
  • ACWX $173K
  • INDY $125K
  • GTLS $120K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist