ACT WEALTH MANAGEMENT, LLC
Q1 2025 13F Holdings
- Locationplano, TX
- Num holdings
52
- Value ($000)
$221,016
- Date Filed04/11/2025
- Form type13F-HR
- CIK0001814191
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $32.08M | 15 % | 186,239 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $31.76M | 14 % | 246,259 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $25.01M | 11 % | 86,793 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $22.66M | 10 % | 73,870 | ||
CEMB ISHARES INC | JP MRG EM CRP BD | 464286251 | $21.02M | 10 % | 465,242 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $18.00M | 8 % | 910,178 | ||
HEFA ISHARES TR | HDG MSCI EAFE | 46434V803 | $17.88M | 8 % | 492,706 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $8.17M | 4 % | 82,623 | ||
XLF SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | $7.41M | 3 % | 148,772 | ||
XLE SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | $7.35M | 3 % | 78,651 |
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