ACT WEALTH MANAGEMENT, LLC
CIK: 1814191SEC EDGAR →
Portfolio Value
$137.6B
Holdings
64
As of
Q2 2026
New Positions
64
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES INC | 593,035 | $27.1B | 19.67% |
| 2 | SCHWAB STRATEGIC TR | 918,793 | $25.5B | 18.49% |
| 3 | ISHARES TR | 519,062 | $24.4B | 17.70% |
| 4 | VANGUARD INDEX FDS | 167,524 | $16.2B | 11.74% |
| 5 | ISHARES TR | 93,582 | $9.3B | 6.73% |
| 6 | SELECT SECTOR SPDR TR | 172,599 | $9.3B | 6.72% |
| 7 | SELECT SECTOR SPDR TR | 157,572 | $8.4B | 6.08% |
| 8 | SPDR INDEX SHS FDS | 41,435 | $3.5B | 2.58% |
| 9 | VANGUARD MUN BD FDS | 50,090 | $2.5B | 1.84% |
| 10 | SCHWAB STRATEGIC TR | 35,467 | $1.7B | 1.24% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 37 | $136.0B | 98.8% |
| Energy | 4 | $670.4M | 0.5% |
| Consumer Defensive | 1 | $381.8M | 0.3% |
| Basic Materials | 1 | $315.9M | 0.2% |
| Healthcare | 3 | $255.3M | 0.2% |
| Unknown | 5 | $15.8M | 0.0% |
| Technology | 7 | $10.6M | 0.0% |
| Consumer Cyclical | 2 | $2.5M | 0.0% |
| Industrials | 4 | $1.5M | 0.0% |