ACT WEALTH MANAGEMENT, LLC - Portfolio overview

ACT WEALTH MANAGEMENT, LLC has 69 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. VXF - VANGUARD INDEX FDS, 13.90%
2. VYM - VANGUARD WHITEHALL FDS, 13.26%
3. IWB - ISHARES TR, 9.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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