ACT WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, ACT WEALTH MANAGEMENT, LLC held in its portfolio 61 assets valued at $305,740,556 (i.e. $305.74M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($42.54M), VANGUARD WHITEHALL FDS ($38.85M), and ISHARES TR ($28.41M).
The chart below shows the top 10 valuable assets, and the table below shows the top 61 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
ACT WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 203414 | 42537972 | EXTEND MKT ETF |
| VANGUARD WHITEHALL FDS | 270704 | 38851416 | HIGH DIV YLD |
| ISHARES TR | 76072 | 28408257 | RUS 1000 ETF |
| SPDR GOLD TR | 71593 | 28373022 | GOLD SHS |
| INVESCO EXCHANGE TRADED FD T | 208072 | 26448032 | LARGE CAP GROWTH |
| ISHARES INC | 543741 | 24941378 | JP MRG EM CRP BD |
| SCHWAB STRATEGIC TR | 926736 | 22278743 | INTL EQTY ETF |
| ISHARES TR | 519911 | 21503514 | HDG MSCI EAFE |
| VANGUARD INDEX FDS | 100239 | 8870147 | REAL ESTATE ETF |
| SELECT SECTOR SPDR TR | 161033 | 8819762 | STATE STREET FIN |
| ISHARES TR | 87888 | 8778284 | CORE US AGGBD ET |
| SELECT SECTOR SPDR TR | 187509 | 8383540 | STATE STREET ENE |
| APPLE INC | 24477 | 6654390 | COM |
| SPDR INDEX SHS FDS | 39457 | 3026727 | PORTFLI MSCI GBL |
| EXXON MOBIL CORP | 19351 | 2328658 | COM |
| VANGUARD MUN BD FDS | 44088 | 2217186 | TAX EXEMPT BD |
| TESLA INC | 4918 | 2211723 | COM |
| SCHWAB STRATEGIC TR | 70925 | 1657512 | US AGGREGATE B |
| SCHWAB STRATEGIC TR | 34921 | 1589946 | INTL SCEQT ETF |
| MICROSOFT CORP | 2550 | 1233049 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2113 | 1062099 | CL B NEW |
| WARNER BROS DISCOVERY INC | 30370 | 875263 | COM SER A |
| INVESCO EXCHANGE TRADED FD T | 6263 | 867232 | S&P MDCP MOMNTUM |
| INTUIT | 1265 | 837961 | COM |
| ISHARES TR | 14716 | 805100 | MSCI EMG MKT ETF |
| VISA INC | 2285 | 801372 | COM CL A |
| ISHARES TR | 14815 | 798232 | ISHS 5-10YR INVT |
| ISHARES TR | 6549 | 701463 | NATIONAL MUN ETF |
| CHEVRON CORP NEW | 4228 | 644348 | COM |
| VANECK ETF TRUST | 10662 | 545041 | HIGH YLD MUNIETF |
| SCHWAB STRATEGIC TR | 16458 | 539000 | EMRG MKTEQ ETF |
| PAYPAL HLDGS INC | 8944 | 522151 | COM |
| UNITED AIRLS HLDGS INC | 4291 | 479820 | COM |
| NVIDIA CORPORATION | 2444 | 455778 | COM |
| FIDELITY COVINGTON TRUST | 10686 | 445596 | ENHANCED LARGE |
| GOLDMAN SACHS GROUP INC | 496 | 435905 | COM |
| NEWMONT CORP | 4007 | 400099 | COM |
| TRUST FOR PROFESSIONAL MANAG | 14385 | 393131 | CONVERGENCE LNG |
| BOEING CO | 1551 | 336859 | COM |
| ISHARES TR | 649 | 307390 | RUS 1000 GRW ETF |
| ALTRIA GROUP INC | 5326 | 307100 | COM |
| INTEL CORP | 8000 | 295200 | COM |
| PHILIP MORRIS INTL INC | 1819 | 291778 | COM |
| JPMORGAN CHASE & CO. | 902 | 290645 | COM |
| JOHNSON & JOHNSON | 1399 | 289523 | COM |
| SLB LIMITED | 7500 | 287850 | COM STK |
| AUTOMATIC DATA PROCESSING IN | 1060 | 272664 | COM |
| ENERGY TRANSFER L P | 16500 | 272085 | COM UT LTD PTN |
| AMAZON COM INC | 1162 | 268213 | COM |
| TIDAL TRUST I | 10577 | 261887 | FUNDSTRAT GRANNY |
| UNION PAC CORP | 1091 | 252370 | COM |
| MORGAN STANLEY | 1412 | 250679 | COM NEW |
| SCHWAB STRATEGIC TR | 8845 | 231994 | US BRD MKT ETF |
| EDWARDS LIFESCIENCES CORP | 2720 | 231880 | COM |
| BLACKSTONE INC | 1407 | 216876 | COM |
| WELLS FARGO CO NEW | 2167 | 201964 | COM |
| BTCS INC | 20000 | 52800 | COM NEW |
| HIVE DIGITAL TECHNOLOGIES LT | 16000 | 41280 | COM NEW |
| PLUG POWER INC | 12000 | 23640 | COM NEW |
| ATOMERA INC | 10000 | 22100 | COM |
| HUMACYTE INC | 11379 | 10930 | COM |
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