account_balance

Investment manager · 13F filer · SEC CIK 1814191

Act Wealth Management, LLC

Reported value$340Mas of Sep 30, 2026
Positions65 3 new, 2 sold out
Top 10 weight81.7%VXF alone is 14%
FiledOct 99 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VXF Vanguard Index FDS 13.9% Trimmed −4%
VYM Vanguard Whitehall FDS 12.5% Held
IWB iShares Tr 9.8% Held
PWB Invesco Exchange Traded Fd T 9.3% Trimmed −9%
CEMB iShares Inc 8.2% Added +7%
SCHF Schwab Strategic Tr 7.9% Added +7%
HEFA iShares Tr 7.2% Held
GLD SPDR Gold Trust 5.3% Added +22%
VNQ Vanguard Index FDS 4.6% Added +3%
XLE Select Sector SPDR Tr 3.0% Added +5%
AGG iShares Tr 2.8% Added +10%
XLF Select Sector SPDR Tr 2.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 9, 2026, compared with the Jul 8, 2026 filing
add_circleNew
arrow_upwardAdded
  • GLD +22%
  • CLSE +20%
  • MUB +13%
  • AGG +10%
arrow_downwardTrimmed
  • PWB −9%
  • VXF −4%
  • CVX −3%
  • V −2%
remove_circleSold out
  • GRNY $305K
  • MS $285K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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