CIK 1814191
ACT WEALTH MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
61
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 61
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VXF | VANGUARD INDEX FDS | 203K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 271K | $1M+ | SH |
| IWB | ISHARES TR | 76K | $1M+ | SH |
| GLD | SPDR GOLD TR | 72K | $1M+ | SH |
| PWB | INVESCO EXCHANGE TRADED FD T | 208K | $1M+ | SH |
| CEMB | ISHARES INC | 544K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 927K | $1M+ | SH |
| HEFA | ISHARES TR | 520K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 100K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 161K | $1M+ | SH |
| AGG | ISHARES TR | 88K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 188K | $1M+ | SH |
| AAPL | APPLE INC | 24K | $1M+ | SH |
| SPGM | SPDR INDEX SHS FDS | 39K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 19K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 44K | $1M+ | SH |
| TSLA | TESLA INC | 5K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 71K | $1M+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 35K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 3K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $1M+ | SH |
| WBD | WARNER BROS DISCOVERY INC | 30K | $500K+ | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 6K | $500K+ | SH |
| INTU | INTUIT | 1K | $500K+ | SH |
| EEM | ISHARES TR | 15K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| IGIB | ISHARES TR | 15K | $500K+ | SH |
| MUB | ISHARES TR | 7K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| HYD | VANECK ETF TRUST | 11K | $500K+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 16K | $500K+ | SH |
| PYPL | PAYPAL HLDGS INC | 9K | $500K+ | SH |
| UAL | UNITED AIRLS HLDGS INC | 4K | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION | 2K | $100K–$500K | SH |
| FELG | FIDELITY COVINGTON TRUST | 11K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 496 | $100K–$500K | SH |
| NEM | NEWMONT CORP | 4K | $100K–$500K | SH |
| CLSE | TRUST FOR PROFESSIONAL MANAG | 14K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| IWF | ISHARES TR | 649 | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 5K | $100K–$500K | SH |
| INTC | INTEL CORP | 8K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 902 | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 1K | $100K–$500K | SH |
| SLB | SLB LIMITED | 8K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 1K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 17K | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 1K | $100K–$500K | SH |
| GRNY | TIDAL TRUST I | 11K | $100K–$500K | SH |