Activest Wealth Management has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity holdings as of September 30, 2026. The report lists the firm's administrative and compliance director, Sima Elimelech, as the authorized representative.
The filing details a portfolio consisting of 263 individual positions. The largest holding disclosed is the SPDR S&P 500 ETF Trust, with 158,577 shares. Other significant equity positions include the Invesco QQQ Trust (88,910 shares), the Invesco Exchange Traded Fund Trust S&P500 Equal Weight (229,218 shares), and Apple Inc. (85,566 shares).
The portfolio also includes substantial positions in Micron Technology (22,644 shares), NVIDIA Corporation (85,603 shares), and the American Century ETF Trust International Equity ETF (182,992 shares). Other notable holdings listed include Amazon.com Inc. (52,090 shares), Meta Platforms Inc. Class A (17,349 shares), and Alphabet Inc. Class A (34,629 shares).
The filing indicates that all voting and dispositive rights for the reported securities are shared with no sole power exercised.
