Question 1

What stocks does ACTIVEST WEALTH MANAGEMENT hold in its portfolio?

Accepted Answer

ACTIVEST WEALTH MANAGEMENT's top stock holdings include MU, SPY, AAPL and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ACTIVEST WEALTH MANAGEMENT's largest stock holdings?

Accepted Answer

ACTIVEST WEALTH MANAGEMENT's largest stock holdings as of their last filing include MU (valued at approximately $26.1 million), SPY (valued at approximately $116.6 million), AAPL (valued at approximately $24.5 million), QQQ (valued at approximately $64.4 million), NVDA (valued at approximately $16.7 million).

Question 3

When was ACTIVEST WEALTH MANAGEMENT's last SEC filing?

Accepted Answer

ACTIVEST WEALTH MANAGEMENT's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ACTIVEST WEALTH MANAGEMENT recently bought or sold?

Accepted Answer

ACTIVEST WEALTH MANAGEMENT's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ACTIVEST WEALTH MANAGEMENT reported?

Accepted Answer

ACTIVEST WEALTH MANAGEMENT's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ACTIVEST WEALTH MANAGEMENT invest in?

Accepted Answer

ACTIVEST WEALTH MANAGEMENT's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.