§ 13F · FUND PROFILE
ACT Advisors, LLC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $248M (13F)Positions · 73Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 713K | $32M | 13.7% | +9% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 534K | $27M | 11.5% | +7660% |
| 3 | AVDE | AMERICAN CENTY ETF TR | 312K | $27M | 11.3% | ±0% |
| 4 | AVEM | AMERICAN CENTY ETF TR | 308K | $25M | 10.6% | ±0% |
| 5 | DGRW | WISDOMTREE TR | 234K | $21M | 8.7% | +2% |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 452K | $19M | 8.2% | +1% |
| 7 | IVV | ISHARES TR | 29K | $19M | 8.0% | −2% |
| 8 | MMIN | NEW YORK LIFE INVTS ACTIVE E | 555K | $13M | 5.6% | +1% |
| 9 | VTI | VANGUARD INDEX FDS | 19K | $6M | 2.6% | ±0% |
| 10 | SPYM | SPDR SERIES TRUST | 50K | $4M | 1.6% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ACT SIGNAL
AC read
ACT Advisors, LLC. is a Other fund managing $248 million in assets. The fund runs a portfolio of 73 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed