ACT Advisors, LLC.
CIK: 0001842554SEC EDGAR →
Portfolio Value
$253.7M
Holdings
65
As of
Q4 2025
New Positions
17
Closed Positions
6
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 656,210 | $30.7M | 12.10% |
| 2 | INVESCO EXCH TRADED FD TR II | 108,850 | $27.5M | 10.85% |
| 3 | AMERICAN CENTY ETF TR | 311,150 | $25.6M | 10.10% |
| 4 | AMERICAN CENTY ETF TR | 307,508 | $23.7M | 9.34% |
| 5 | WISDOMTREE TR | 229,585 | $20.5M | 8.09% |
| 6 | ISHARES TR | 29,559 | $20.2M | 7.98% |
| 7 | CAPITAL GROUP DIVIDEND VALUE | 449,105 | $19.6M | 7.72% |
| 8 | NEW YORK LIFE INVTS ACTIVE E | 550,746 | $13.2M | 5.20% |
| 9 | SPDR SERIES TRUST | 330,760 | $8.5M | 3.36% |
| 10 | SPDR SERIES TRUST | 186,341 | $8.5M | 3.36% |
Quarterly Changes
Top Buys
New Positions (4)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 36 | $237.2M | 93.5% |
| Technology | 8 | $8.2M | 3.2% |
| Unknown | 5 | $2.2M | 0.8% |
| Communication Services | 3 | $2.2M | 0.8% |
| Consumer Cyclical | 2 | $1.4M | 0.6% |
| Consumer Defensive | 2 | $1.2M | 0.5% |
| Healthcare | 6 | $704K | 0.3% |
| Industrials | 1 | $327K | 0.1% |
| Energy | 2 | $303K | 0.1% |