ACT WEALTH MANAGEMENT, LLC: 13F holdings
CIK 18141912026Q2
| Positions | 64 |
|---|
| Reported value | $340.3m |
|---|
| Filed | 2026-07-08 |
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Change since last quarter
| Positions | 64 (+2 vs prior quarter) |
|---|
| Reported value | $340.3m (+14.3%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VXF VANGUARD INDEX FDS | 212,634 | $52.4m | 15.4% |
| VYM VANGUARD WHITEHALL FDS | 270,374 | $42.7m | 12.6% |
| PWB INVESCO EXCHANGE TRADED FD T | 215,222 | $36.3m | 10.7% |
| IWB ISHARES TR | 81,458 | $33.4m | 9.8% |
| CEMB ISHARES INC | 593,035 | $27.1m | 8.0% |
| SCHF SCHWAB STRATEGIC TR | 918,793 | $25.5m | 7.5% |
| HEFA ISHARES TR | 519,062 | $24.4m | 7.2% |
| VNQ VANGUARD INDEX FDS | 167,524 | $16.2m | 4.7% |
| GLD SPDR GOLD TR | 38,888 | $14.3m | 4.2% |
| AGG ISHARES TR | 93,582 | $9.3m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1814191")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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