StockDriftsStockDriftsTop 50 Activest Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 22.52% | 156.1K | $116.6M | -8.91%(-15.27K) | $464.27(+67.00%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 12.43% | 87.4K | $64.4M | -20.69%(-22.80K) | $483.41(+51.53%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 9.59% | 233.4K | $49.7M | -6.78%(-16.97K) | $157.69(+40.63%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 5.03% | 22.6K | $26.1M | -28.78%(-9.12K) | $174.26(+482.34%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.73% | 84.5K | $24.5M | -27.50%(-32.07K) | $186.88(+63.41%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.23% | 83.5K | $16.7M | -30.32%(-36.32K) | $141.26(+60.04%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 2.85% | 165.2K | $14.7M | +8.64%(+13.14K) | $79.39(+18.80%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.4% | 52.1K | $12.4M | -35.13%(-28.21K) | $188.31(+39.42%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.37% | 34.4K | $12.3M | -37.40%(-20.53K) | $182.36(+89.03%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.97% | 13.6K | $10.2M | +0.50%(+67) | $639.87(+21.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.76% | +63.31% | +9.74% | +59.19% |
| Top 20 Holdings Unweighted | +16.59% | +58.47% | +8.37% | +49.50% |
Activest Wealth Management reports $517.66M in US-listed equity holdings across 1,477 positions in its most recent 13F filing. Its largest disclosed positions are SPY (22.5%), QQQ (12.4%) and RSP (9.6%). The top 20 holdings account for 79.67% of reported assets. Its disclosed equity book has returned +63.31% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Activest Wealth Management, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Activest Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1883134). View Activest Wealth Management’s 13F filings on SEC