Accuvest Global Advisors
RIA/Wealth
Accuvest Global Advisors is a RIA/Wealth based in Provo, UT led by David Jacob Garff, reporting $937.7M in AUM as of Q3 2025 with 41% Technology concentration and 41% technology allocation.
CCODavid Jacob Garff
- Portfolio Value
- $157.2M
- Positions
- 67
- Top Holding
- MSTR at 14.71%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Accuvest Global Advisors's portfolio (48.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Application Technology | $23.1M | 14.71% | -$3.9K Sold | 0.03% 71.8K shares | |
Specialty Retail Consumer Cyclical | $7.4M | 4.73% | +$340.8K Bought | 0.00% 33.8K shares | |
Consumer Electronics Technology | $6.1M | 3.87% | +$621.3K Bought | 0.00% 23.9K shares | |
Software - Infrastructure Technology | $6.0M | 3.84% | -$469.8K Sold | 0.00% 11.7K shares | |
Discount Stores Consumer Defensive | $6.0M | 3.82% | +$508.6K Bought | 0.00% 58.3K shares | |
Software - Application Technology | $6.0M | 3.80% | +$2.5M Bought | 0.00% 61.0K shares | |
Discount Stores Consumer Defensive | $5.8M | 3.66% | +$762.7K Bought | 0.00% 6.2K shares | |
Internet Content & Information Communication Services | $5.7M | 3.64% | +$4.1M Bought | 0.00% 23.5K shares | |
Entertainment Communication Services | $5.4M | 3.44% | +$901.6K Bought | 0.00% 4.5K shares | |
Software - Application Technology | $5.3M | 3.36% | +$5.3M Bought | 0.00% 7.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Accuvest Global Advisors's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Accuvest Global Advisors
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