Activest Wealth Management
•CIK: 1883134•Filing: Q4 2025
**Activest Wealth Management** is a sophisticated multi-strategy manager overseeing $535M in assets. The fund maintains a diversified portfolio of 1,121 positions, with significant concentration in major indices and technology leaders. Top holdings include SPY at $109.0M, NDQ at $66.1M, and RSP at $43.1M, signaling a core focus on broad market exposure and sector leadership. Notable allocations also include AAPL ($34.0M), AMZN ($15.3M), and GOOGL ($14.1M).
Total AUM
$535.4M
QoQ Performance
+8.4%
Positions
951
Top 10 Concentration
66.8%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
NDQ
RSP
AAPL
SPY20.4%
NDQ12.4%
RSP8.1%
AAPL6.3%
MOAT4.6%
AMZN2.9%
VOO2.8%
GOOGL2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other51.5%
ETF26.3%
Technology16.0%
Consumer4.4%
Financial0.8%
Healthcare0.5%
Communication0.2%
Industrial0.1%
🚪 Exited Positionssold since Q3 2025
+936 more exited positions
Changes from Q3 2025
NEW14 new positions
↑110 increased
↓59 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022