ACT Advisors, LLC.

Q4 2025 13F Holdings

  • Location
    asheville, NC
  • Num holdings

    65

  • Value ($000)

    $253,697

  • Date Filed
    01/14/2026
  • Form type
    13F-HR
  • CIK
    0001842554
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
$30.71M
12 %

656,210

QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
$27.53M
11 %

108,850

AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
$25.61M
10 %

311,150

AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
$23.68M
9 %

307,508

DGRW

WISDOMTREE TR

US QTLY DIV GRT
$20.53M
8 %

229,585

IVV

ISHARES TR

CORE S&P500 ETF
$20.25M
8 %

29,559

CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
$19.6M
8 %

449,105

MMIN

NEW YORK LIFE INVTS ACTIVE E

NYLI MACKAY MUNI
$13.18M
5 %

550,746

KRE

SPDR SERIES TRUST

STATE STREET SPD
$8.52M
3 %

186,341

KRE

SPDR SERIES TRUST

STATE STREET SPD
$8.52M
3 %

330,760

Rows Per Page
10
  • 5
  • 10
  • 20
  • 30
  • 50
  • 100
1 - 10 of 65