Universe · entity
ACT Advisors, LLC.
Institutional manager (13F) · CIK 1842554
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $230M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $32M | 713,055 |
| 2 | J P MORGAN EXCHANGE TRADED F | $27M | 533,732 |
| 3 | AMERICAN CENTY ETF TR | $27M | 312,372 |
| 4 | AMERICAN CENTY ETF TR | $25M | 307,985 |
| 5 | WISDOMTREE TR | $21M | 234,126 |
| 6 | CAPITAL GROUP DIVIDEND VALUE | $19M | 451,761 |
| 7 | ISHARES TR | $19M | 28,960 |
| 8 | NEW YORK LIFE INVTS ACTIVE E | $13M | 555,403 |
| 9 | VANGUARD INDEX FDS | $6M | 18,802 |
| 10 | SPDR SERIES TRUST | $4M | 49,543 |
| 11 | 2023 ETF SERIES TRUST | $3M | 94,398 |
| 12 | APPLE INC | $2M | 9,004 |
| 13 | J P MORGAN EXCHANGE TRADED F | $2M | 46,358 |
| 14 | ISHARES TR | $2M | 23,055 |
| 15 | SPDR INDEX SHS FDS | $2M | 45,214 |
| 16 | NVIDIA CORPORATION | $2M | 10,199 |
| 17 | BROADCOM INC | $2M | 5,670 |
| 18 | MICROSOFT CORP | $2M | 4,331 |
| 19 | J P MORGAN EXCHANGE TRADED F | $1M | 13,232 |
| 20 | FIRST TR EXCHNG TRADED FD VI | $1M | 35,808 |
| 21 | ISHARES TR | $1M | 5,793 |
| 22 | SPDR SERIES TRUST | $1M | 44,872 |
| 23 | FRANKLIN TEMPLETON ETF TR | $1M | 51,509 |
| 24 | COCA COLA CO | $1M | 13,565 |
| 25 | AMAZON COM INC | $941k | 4,517 |
| 26 | WISDOMTREE TR | $818k | 15,680 |
| 27 | META PLATFORMS INC | $785k | 1,372 |
| 28 | INNOVATOR ETFS TRUST | $777k | 37,813 |
| 29 | ALPHABET INC | $705k | 2,458 |
| 30 | ALPHABET INC | $663k | 2,306 |
| 31 | PIMCO ETF TR | $644k | 24,562 |
| 32 | FIRST TR EXCHNG TRADED FD VI | $628k | 12,468 |
| 33 | PIMCO ETF TR | $627k | 6,798 |
| 34 | INVESCO EXCH TRADED FD TR II | $553k | 5,235 |
| 35 | INNOVATOR ETFS TRUST | $525k | 27,986 |
| 36 | EXXON MOBIL CORP | $497k | 2,932 |
| 37 | TESLA INC | $474k | 1,275 |
| 38 | INVESCO EXCH TRADED FD TR II | $463k | 1,947 |
| 39 | SPDR SERIES TRUST | $462k | 9,566 |
| 40 | SPDR INDEX SHS FDS | $453k | 9,653 |
| 41 | FIRST TR EXCHNG TRADED FD VI | $452k | 10,618 |
| 42 | INNOVATOR ETFS TRUST | $448k | 13,388 |
| 43 | BERKSHIRE HATHAWAY INC DEL | $384k | 802 |
| 44 | INVESCO EXCH TRD SLF IDX FD | $379k | 6,297 |
| 45 | ABBVIE INC | $358k | 1,647 |
| 46 | BOEING CO | $353k | 1,774 |
| 47 | JPMORGAN CHASE & CO | $339k | 1,153 |
| 48 | PHILIP MORRIS INTL INC | $337k | 2,038 |
| 49 | MORGAN STANLEY | $337k | 2,045 |
| 50 | WILLIAMS COS INC | $331k | 4,551 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.