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 |
|---|---|---|---|---|---|---|---|
V VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $42.54 M | 14 % | 203,414 | ||
V VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $38.85 M | 13 % | 270,704 | ||
I ISHARES TR | RUS 1000 ETF | 464287622 | $28.41 M | 9 % | 76,072 | ||
G SPDR GOLD TR | GOLD SHS | 78463V107 | $28.37 M | 9 % | 71,593 | ||
P INVESCO EXCHANGE TRADED FD T | LARGE CAP GROWTH | 46137V746 | $26.45 M | 9 % | 208,072 | ||
C ISHARES INC | JP MRG EM CRP BD | 464286251 | $24.94 M | 8 % | 543,741 | ||
S SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $22.28 M | 7 % | 926,736 | ||
H ISHARES TR | HDG MSCI EAFE | 46434V803 | $21.50 M | 7 % | 519,911 | ||
V VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $8.87 M | 3 % | 100,239 | ||
X SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 | $8.82 M | 3 % | 161,033 |
Rows Per Page
10
- 10
- 50
- 100