Long-term investor
Activest Wealth Management @activestwealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001883134).
Record
- Tracked since 2025-06-30 (441 days), 81 trades recorded
- Returns: week n/a · month n/a · 90 days +13.3% · 6 months n/a · 1 year +18.5% · all +18.5%
- Max drawdown n/a · win rate 42% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 22.5% · long · since 2025-06-30
- 46090E103 · 12.4% · long · since 2025-06-30
- RSP · 9.6% · long · since 2025-06-30
- MU · 5.0% · long · since 2025-06-30
- AAPL · 4.7% · long · since 2025-06-30
- NVDA · 3.2% · long · since 2025-06-30
- AVDE · 2.8% · long · since 2025-06-30
- AMZN · 2.4% · long · since 2025-06-30
- GOOGL · 2.4% · long · since 2025-06-30
- IVV · 2.0% · long · since 2025-06-30
- META · 1.9% · long · since 2025-06-30
- AAXJ · 1.9% · long · since 2025-06-30