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Sima Elimelech

Activest Wealth Management

Assets Managed
$517.657M
Holdings
1477
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
-9.05%(2Q avg: -1.36%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Activest Wealth Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1477 positions.

Assets under management

The assets under management (AUM) of Activest Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 517.657M in assets, with a quarterly growth rate of -9.05% and a 2-quarter average growth rate of -1.36%. The portfolio is managed by Sima Elimelech, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -8.9%
22.52%
$116.574M
156,104 shares@ $746.77 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -20.69%
12.44%
$64.37M
87,414 shares@ $736.39 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -6.77%
9.6%
$49.661M
233,402 shares@ $212.77 avg price
MU
Micron Technology Inc
Recent Activity
Decreased -28.78%
5.04%
$26.056M
22,573 shares@ $1154.31 avg price
AAPL
Apple Inc
Recent Activity
Decreased -27.5%
4.73%
$24.464M
84,546 shares@ $289.37 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -30.32%
3.23%
$16.701M
83,470 shares@ $200.09 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 8.65%
2.85%
$14.734M
165,184 shares@ $89.21 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -35.13%
2.4%
$12.414M
52,086 shares@ $238.34 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -37.4%
2.38%
$12.281M
34,365 shares@ $357.38 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.5%
1.97%
$10.177M
13,590 shares@ $748.89 avg price

1-10 of 1477