ACT WEALTH MANAGEMENT, LLC
Q3 2025 13F Holdings
- Locationplano, TX
- Num holdings
57
- Value ($000)
$285,303
- Date Filed10/06/2025
- Form type13F-HR
- CIK0001814191
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $41.72 M | 15 % | 199,289 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $37.24 M | 13 % | 264,209 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $28.57 M | 10 % | 78,168 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $28.04 M | 10 % | 78,871 | ||
PWB INVESCO EXCHANGE TRADED FD T | LARGE CAP GROWTH | 46137V746 | $24.41 M | 9 % | 194,630 | ||
CEMB ISHARES INC | JP MRG EM CRP BD | 464286251 | $23.71 M | 8 % | 512,883 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $21.11 M | 7 % | 906,903 | ||
HEFA ISHARES TR | HDG MSCI EAFE | 46434V803 | $20.67 M | 7 % | 521,948 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $8.66 M | 3 % | 86,365 | ||
XLF SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | $8.39 M | 3 % | 155,716 |
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