Activest Wealth Management
Top Portfolio Positions
1,071 positions ·
$376,866,557 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
171,372 | $111,450,066 | 29.57% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
110,219 | $63,616,202 | 16.88% | |
| AAPL |
Apple Inc.
Technology
|
116,620 | $29,596,989 | 7.85% | |
| NVDA |
Nvidia Corp
Technology
|
119,791 | $20,891,550 | 5.54% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
80,298 | $16,723,664 | 4.44% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
54,897 | $15,786,181 | 4.19% | |
| META |
Meta Platforms, Inc.
Communication Services
|
24,961 | $14,280,936 | 3.79% | |
| MU |
Micron Technology Inc
Technology
|
31,696 | $10,708,176 | 2.84% | |
| MSFT |
Microsoft Corp
Technology
|
17,764 | $6,575,699 | 1.74% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
14,506 | $5,392,605 | 1.43% |
Portfolio Trend
21 quarters · across all stocks
Holdings in DLY
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,800 | 2,500 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $36,350 | 2,500 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $115,392 | 7,652 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $119,294 | 7,652 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $123,197 | 7,652 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $121,131 | 7,652 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $126,946 | 7,652 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $120,748 | 7,652 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $80,879 | 5,074 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $73,770 | 4,961 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $71,028 | 4,822 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $68,392 | 4,707 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $63,682 | 4,552 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $58,764 | 4,479 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $58,856 | 4,363 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $61,074 | 4,259 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $69,713 | 4,162 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $235,246 | 12,580 | Shares | Sole | 2022-01-13 | |
| No 13F history on record for this holder in this stock. | ||||||