Activest Wealth Management
Top Portfolio Positions
795 positions ·
$346,349,251 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
159,882 | $109,026,733 | 31.48% |
| QQQ |
Invesco Qqq Trust, Series 1
|
107,678 | $66,147,672 | 19.10% |
| AAPL |
Apple Inc.
Technology
|
124,964 | $33,972,713 | 9.81% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
66,218 | $15,284,438 | 4.41% |
| GOOGL |
Alphabet Inc.
Communication Services
|
45,155 | $14,133,515 | 4.08% |
| NVDA |
Nvidia Corp
Technology
|
66,314 | $12,367,561 | 3.57% |
| META |
Meta Platforms, Inc.
Communication Services
|
15,681 | $10,350,871 | 2.99% |
| MU |
Micron Technology Inc
Technology
|
19,273 | $5,500,706 | 1.59% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
11,443 | $5,146,145 | 1.49% |
| MSFT |
Microsoft Corp
Technology
|
9,855 | $4,766,075 | 1.38% |
Portfolio Trend
Holdings in DWTX
Export CSVShares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $499 | 120 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $924 | 120 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $572 | 120 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $601 | 120 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $298 | 120 | Shares | Sole | 2025-01-28 | |
| No quarters match your search. | ||||||