Act Wealth Management, LLC Portfolio Holdings
Act Wealth Management, LLC
- $284 Million
- Q3 2025
Act Wealth Management, LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $284 Million distributed in 57 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Extended Market ETF with a value of $41.7M, Vanguard Whitehall Fds (Vangua with a value of $37.2M, Ishares Tr Russell 1000 ETF with a value of $28.6M, Spdr Gold Trust with a value of $28M, and Invesco Exchange Traded Fd Tr with a value of $24.4M.
Examining the 13F form we can see an increase of $47.9M in the current position value, from $236M to 284M.
Below you can find more details about Act Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$284 Million
ETFs: $262 Million
Technology: $9.52 Million
Energy: $3.12 Million
Financial Services: $2.86 Million
Consumer Cyclical: $2.4 Million
Industrials: $1.34 Million
Communication Services: $1.06 Million
Consumer Defensive: $537,000
Other: $907,000