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| Accuvest Global Advisors Inc
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|---|---|
| CRD # | 134096 |
| SEC # | 801-68887 |
| CIK # | 0002127149, 0001497637 |
| AUM | 630.5 M (2026-04-07) |
| Employees | 6 (67% Investors, 17% Brokers) |
| Fees | |
| Minimum | |
| Phone | 925-930-2882 |
| Address | 3575 N 100 E Provo, UT 84604 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002127149 0001497637 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| MicroStrategy Inc | 8.8 | |
| Apple Inc | 6.4 | |
| Alphabet Inc | 6.0 | |
| Amazon Com Inc | 5.5 | |
| Netflix Inc | 5.4 | |
| Nvidia Corp | 4.9 | |
| Spotify Technology Sa | 4.5 | |
| MercadoLibre Inc | 4.5 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 4.3 | |
| Costco Wholesale Corp /NEW | 4.2 | |
| Uber Technologies Inc | 3.9 | |
| Microsoft Corp | 3.9 | |
| ServiceNow Inc | 3.4 | |
| Wal Mart Stores Inc | 3.4 | |
| Alibaba Group Holding Ltd | 3.3 | |
| Palantir Technologies Inc | 3.2 | |
| General Electric Co | 3.0 | |
| Apollo Global Management Inc | 2.7 | |
| Applovin Corp | 2.2 | |
| Heico Corp | 2.1 | |
| Blackstone Group LP | 2.0 | |
| Nu Holdings Ltd | 2.0 | |
| Broadcom Inc | 1.6 | |
| Lilly Eli & Co | 1.4 | |
| Transdigm Group Inc | 1.0 | |
| GE Vernova Inc | 1.0 | |
| CrowdStrike Holdings Inc | 0.9 | |
| J P Morgan Chase & Co | 0.9 | |
| Schwab Charles Corp | 0.9 | |
| Shopify Inc | 0.8 | Prev | Page 1 | Next |
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Mosaic Exodus 1 LLC | 2025-05-05 | 18.0 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 1.7 |
| (b) Individuals (high net worth individuals) | 27 | 45.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 90.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 32 | 72.6 |
| (n) Other | 0 | 420.3 |
| Total | 447 | 630.5 |
| By Discretionary | ||
| Discretionary | 447 | 630.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 447 | 630.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 497.2 | |
| United States Persons | 133.2 | |
| Total | 447 | 630.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001497637] | |
| D | [0002127149] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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✚
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|
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|
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|
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✚
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