Activest Wealth Management
All 13F Filings
- Location
- Aventura, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 535,369
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/30/2026 | 1,121 | 535,369 | 13F-HR | Activest Wealth Management |
| Q3 2025 | 11/3/2025 | 1,230 | 493,847 | 13F-HR | Activest Wealth Management |
| Q2 2025 | 7/29/2025 | 1,339 | 414,704 | 13F-HR | Activest Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 472.5 K | 88.3% | 30.58 K | 0 | 30.58 K |
| ETFs | 62.1 K | 11.6% | 10.92 K | 0 | 10.92 K |
| Debt | 119 | 0.0% | 0 | 0 | 0 |
| Other | 610 | 0.1% | 31 | 0 | 31 |
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Fund Snapshot
Q4 2025
Latest filed
1/30/2026
Total value ($000)
535,369
Holdings
1121
QoQ value change ($000)
41,522
(8.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.