ACT WEALTH MANAGEMENT, LLC

Q3 2025 13F Holdings

  • Location
    plano, TX
  • Num holdings

    57

  • Value ($000)

    $285,303

  • Date Filed
    10/06/2025
  • Form type
    13F-HR
  • CIK
    0001814191
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VXF

VANGUARD INDEX FDS

EXTEND MKT ETF
922908652
$41.72M
15 %

199,289

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$37.24M
13 %

264,209

I
IWB

ISHARES TR

RUS 1000 ETF
464287622
$28.57M
10 %

78,168

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$28.04M
10 %

78,871

P
PWB

INVESCO EXCHANGE TRADED FD T

LARGE CAP GROWTH
46137V746
$24.41M
9 %

194,630

C
CEMB

ISHARES INC

JP MRG EM CRP BD
464286251
$23.71M
8 %

512,883

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$21.11M
7 %

906,903

H
HEFA

ISHARES TR

HDG MSCI EAFE
46434V803
$20.67M
7 %

521,948

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$8.66M
3 %

86,365

X
XLF

SELECT SECTOR SPDR TR

FINANCIAL
81369Y605
$8.39M
3 %

155,716

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