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Sima Elimelech

Activest Wealth Management

Assets Managed
$569.191M
Holdings
1359
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
6.32%(2Q avg: 7.37%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Activest Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1359 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 11 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 569.191M in assets, with a quarterly growth rate of 6.32% and a 2-quarter average growth rate of 7.37%. The portfolio is managed by Sima Elimelech, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 7.19%
19.59%
$111.45M
171,372 shares@ $650.35 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 2.36%
11.18%
$63.616M
110,219 shares@ $577.19 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 11.2%
8.45%
$48.051M
250,370 shares@ $191.92 avg price
AAPL
Apple Inc
Recent Activity
Decreased -6.67%
5.2%
$29.597M
116,620 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 80.65%
3.68%
$20.892M
119,791 shares@ $174.41 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Decreased -15.5%
3.39%
$19.254M
199,112 shares@ $96.7 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 21.27%
2.94%
$16.724M
80,298 shares@ $208.27 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 21.58%
2.78%
$15.786M
54,897 shares@ $287.57 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 59.18%
2.51%
$14.281M
24,961 shares@ $572.13 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -2.71%
2.45%
$13.911M
23,279 shares@ $597.57 avg price

1-10 of 1359