SEC Form 13F · Q2 2026

Activest Wealth Management

Institutional Holdings Report

13F-HRFL
$517.7M
Portfolio Value
1,359
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Activest Wealth Management
CIK
1883134
Accession No.
0001883134-26-000003
Location
AVENTURA, FL
Form Type
13F-HR
Portfolio Value
$517.7M
Holdings Reported
1,359
Reporting Period
Q2 2026
Filed
July 16, 2026

About this Filing

Activest Wealth Management is an institutional investment manager based in AVENTURA, FL reporting approximately $517.7M in 13(f) securities across 1,359 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.