ACT WEALTH MANAGEMENT, LLC

Institutional manager (13F) · CIK 1814191

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $296M

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$42M	202,679
2	VANGUARD WHITEHALL FDS	$40M	268,772
3	ISHARES TR	$28M	77,651
4	INVESCO EXCHANGE TRADED FD T	$27M	212,221
5	ISHARES INC	$26M	570,801
6	SCHWAB STRATEGIC TR	$23M	916,518
7	ISHARES TR	$22M	517,694
8	SPDR GOLD TR	$14M	33,422
9	SELECT SECTOR SPDR TR	$11M	186,092
10	VANGUARD INDEX FDS	$11M	120,199
11	ISHARES TR	$9M	91,731
12	SELECT SECTOR SPDR TR	$8M	163,942
13	APPLE INC	$6M	24,116
14	SPDR INDEX SHS FDS	$3M	40,810
15	EXXON MOBIL CORP	$3M	17,545
16	VANGUARD MUN BD FDS	$2M	48,788
17	TESLA INC	$2M	4,913
18	SCHWAB STRATEGIC TR	$2M	35,421
19	SCHWAB STRATEGIC TR	$2M	71,052
20	ISHARES TR	$965k	16,988
21	MICROSOFT CORP	$942k	2,544
22	ISHARES TR	$933k	8,791
23	CHEVRON CORPORATION	$853k	4,121
24	BERKSHIRE HATHAWAY INC DEL	$811k	1,693
25	INVESCO EXCHANGE TRADED FD T	$809k	5,578
26	ISHARES TR	$788k	14,815
27	PAYPAL HLDGS INC	$700k	15,476
28	VISA INC	$676k	2,235
29	NVIDIA CORPORATION	$616k	3,532
30	VANECK ETF TRUST	$560k	11,165
31	SCHWAB STRATEGIC TR	$548k	16,645
32	INTUIT	$538k	1,245
33	SALESFORCE INC	$499k	2,674
34	ENERGY TRANSFER L P	$434k	22,500
35	NEWMONT CORP	$422k	3,897
36	TRUST FOR PROFESSIONAL MANAG	$418k	14,863
37	FIDELITY COVINGTON TRUST	$401k	10,695
38	GOLDMAN SACHS GROUP INC	$396k	468
39	UNITED AIRLS HLDGS INC	$395k	4,291
40	BOEING CO	$359k	1,801
41	ALTRIA GROUP INC	$355k	5,386
42	INTEL CORP	$353k	8,000
43	JOHNSON & JOHNSON	$336k	1,373
44	SLB LIMITED	$313k	6,100
45	ISHARES TR	$277k	649
46	PHILIP MORRIS INTL INC	$277k	1,674
47	AMAZON COM INC	$267k	1,283
48	UNION PAC CORP	$265k	1,091
49	TIDAL TRUST I	$263k	11,025
50	JPMORGAN CHASE & CO	$262k	892

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.