ACT WEALTH MANAGEMENT, LLC
Q2 2025 13F Holdings
- Locationplano, TX
- Num holdings
57
- Value ($000)
$236,714
- Date Filed07/09/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $38.55M | 16 % | 200,037 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $33.70M | 14 % | 252,805 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $26.10M | 11 % | 76,847 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $22.64M | 10 % | 74,258 | ||
CEMB ISHARES INC | JP MRG EM CRP BD | 464286251 | $21.74M | 9 % | 478,542 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $19.18M | 8 % | 867,975 | ||
HEFA ISHARES TR | HDG MSCI EAFE | 46434V803 | $18.50M | 8 % | 487,427 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $8.29M | 4 % | 83,527 | ||
XLF SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | $7.74M | 3 % | 147,703 | ||
XLE SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | $7.15M | 3 % | 84,257 |
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