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ACT Advisors, LLC.

Q1 2026 13F Holdings

  • Location
    asheville, NC
  • Num holdings

    78

  • Value ($000)

    $235,162

  • Date Filed
    04/14/2026
  • Form type
    13F-HR
  • CIK
    0001842554
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
25434V104
$32.17M
14 %

713,055

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$27.01M
12 %

533,732

A
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
025072703
$26.5M
11 %

312,372

A
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
025072604
$24.82M
11 %

307,985

D
DGRW

WISDOMTREE TR

US QTLY DIV GRT
97717X669
$20.57M
9 %

234,126

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$19.22M
8 %

451,761

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$18.92M
8 %

28,960

M
MMIN

NEW YORK LIFE INVTS ACTIVE E

NYLI MACKAY MUNI
45409F843
$13.17M
6 %

555,403

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$6.03M
3 %

18,802

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$3.79M
2 %

49,543

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