StockDrifts LogoStockDrifts

Activest Wealth Management

Portfolio Manager
Activest Wealth Management
Performance
-5.25% (2026 Q1)
AUM (13F)
$569.19M
# of Holdings
1359
Performance Rank
Allocation (Top 20)
75.08%

Activest Wealth Management Holdings Map

Top 50 Activest Wealth Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
STATE STR SPDR S&P 500 ETF T
19.58%171.4K$111.5M
+7.19%(+11.49K)
2025-Q1: 143.8K shares2025-Q2: 144.0K shares2025-Q3: 151.0K shares2025-Q4: 159.9K shares2026-Q1: 171.4K shares
$464.27(+60.42%)
2026-03-31
QQQ
INVESCO QQQ TR
11.18%110.2K$63.6M
+2.36%(+2.54K)
2025-Q1: 34.3K shares2025-Q2: 79.6K shares2025-Q3: 87.7K shares2025-Q4: 107.7K shares2026-Q1: 110.2K shares
$483.41(+47.41%)
2026-03-31
RSP
INVESCO EXCHANGE TRADED FD T
8.44%250.4K$48.1M
+11.20%(+25.21K)
2025-Q1: 243.9K shares2025-Q2: 243.5K shares2025-Q3: 233.9K shares2025-Q4: 225.2K shares2026-Q1: 250.4K shares
$157.69(+36.29%)
2026-03-31
AAPL
APPLE INC
5.2%116.6K$29.6M
-6.68%(-8.34K)
2025-Q1: 129.3K shares2025-Q2: 135.6K shares2025-Q3: 137.1K shares2025-Q4: 125.0K shares2026-Q1: 116.6K shares
$186.88(+65.15%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.67%119.8K$20.9M
+80.64%(+53.48K)
2025-Q1: 68.0K shares2025-Q2: 67.1K shares2025-Q3: 74.6K shares2025-Q4: 66.3K shares2026-Q1: 119.8K shares
$141.26(+37.93%)
2026-03-31
MOAT
VANECK ETF TRUST
3.38%199.1K$19.3M
-15.50%(-36.53K)
2025-Q1: 233.2K shares2025-Q2: 230.1K shares2025-Q3: 229.5K shares2025-Q4: 235.6K shares2026-Q1: 199.1K shares
$70.73(+50.27%)
2026-03-31
AMZN
AMAZON COM INC
2.94%80.3K$16.7M
+21.26%(+14.08K)
2025-Q1: 71.2K shares2025-Q2: 71.0K shares2025-Q3: 74.0K shares2025-Q4: 66.2K shares2026-Q1: 80.3K shares
$188.31(+28.87%)
2026-03-31
GOOGL
ALPHABET INC
2.77%54.9K$15.8M
+21.57%(+9.74K)
2025-Q1: 50.7K shares2025-Q2: 51.7K shares2025-Q3: 51.3K shares2025-Q4: 45.2K shares2026-Q1: 54.9K shares
$182.36(+97.37%)
2026-03-31
META
META PLATFORMS INC
2.51%25.0K$14.3M
+59.18%(+9.28K)
2025-Q1: 15.0K shares2025-Q2: 15.3K shares2025-Q3: 16.4K shares2025-Q4: 15.7K shares2026-Q1: 25.0K shares
$531.20(+9.73%)
2026-03-31
VOO
VANGUARD INDEX FDS
2.44%23.3K$13.9M
-2.72%(-650)
2025-Q1: 14.2K shares2025-Q2: 20.8K shares2025-Q3: 21.4K shares2025-Q4: 23.9K shares2026-Q1: 23.3K shares
$466.81(+46.71%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Activest Wealth Management, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all