Activest Wealth Management
All 13F Filings
- Location
- Aventura, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 517,657
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 1,477 | 517,657 | 13F-HR | Activest Wealth Management |
| Q1 2026 | 4/15/2026 | 1,359 | 569,191 | 13F-HR | Activest Wealth Management |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 172.1 K | 33.2% | 0 | 39.58 K | -39.58 K |
| ETFs | 345.4 K | 66.7% | 0 | 11.73 K | -11.73 K |
| Debt | 152 | 0.0% | 0 | 265 | -265 |
| Other | 23 | 0.0% | 14 | 0 | 14 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
517,657
Holdings
1477
QoQ value change ($000)
-51,534
(-9.1%)
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.