§ 13F · FUND PROFILE
ACT WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $236.7T (13F)Positions · 57Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VXF | VANGUARD INDEX FDS | 203K | $42.5T | 13.9% | +2% |
| 2 | VYM | VANGUARD WHITEHALL FDS | 271K | $38.9T | 12.7% | +2% |
| 3 | IWB | ISHARES TR | 76K | $28.4T | 9.3% | −3% |
| 4 | GLD | SPDR GOLD TR | 72K | $28.4T | 9.3% | −9% |
| 5 | PWB | INVESCO EXCHANGE TRADED FD T | 208K | $26.4T | 8.7% | +7% |
| 6 | CEMB | ISHARES INC | 544K | $24.9T | 8.2% | +6% |
| 7 | SCHF | SCHWAB STRATEGIC TR | 927K | $22.3T | 7.3% | +2% |
| 8 | HEFA | ISHARES TR | 520K | $21.5T | 7.0% | ±0% |
| 9 | VNQ | VANGUARD INDEX FDS | 100K | $8.9T | 2.9% | NEW |
| 10 | XLF | SELECT SECTOR SPDR TR | 161K | $8.8T | 2.9% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ACT SIGNAL
AC read
ACT WEALTH MANAGEMENT, LLC is a Other fund managing $236714.1 trillion in assets. The fund runs a portfolio of 57 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed