ACT WEALTH MANAGEMENT, LLC
Q4 2025 13F Holdings
- Locationplano, TX
- Num holdings
61
- Value ($000)
$305,741
- Date Filed01/15/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $42.54M | 14 % | 203,414 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $38.85M | 13 % | 270,704 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | $28.41M | 9 % | 76,072 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | $28.37M | 9 % | 71,593 | ||
INVESCO EXCHANGE TRADED FD T | LARGE CAP GROWTH | 46137V746 | $26.45M | 9 % | 208,072 | ||
ISHARES INC | JP MRG EM CRP BD | 464286251 | $24.94M | 8 % | 543,741 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $22.28M | 7 % | 926,736 | ||
ISHARES TR | HDG MSCI EAFE | 46434V803 | $21.5M | 7 % | 519,911 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $8.87M | 3 % | 100,239 | ||
SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 | $8.82M | 3 % | 161,033 |
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