Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ACT Advisors, LLC. (CIK 1842554) reported $235.2M across 77 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAU ($32.2M, 13.68%), JPST ($27.0M, 11.49%), AVDE ($26.5M, 11.27%), AVEM ($24.8M, 10.55%), DGRW ($20.6M, 8.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $32.2M | 13.68% | 713,055 | Added |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $27.0M | 11.49% | 533,732 | Added |
| 3 | AVDE | AMERICAN CENTY ETF TR | $26.5M | 11.27% | 312,372 | Added |
| 4 | AVEM | AMERICAN CENTY ETF TR | $24.8M | 10.55% | 307,985 | Added |
| 5 | DGRW | WISDOMTREE TR | $20.6M | 8.75% | 234,126 | Added |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $19.2M | 8.17% | 451,761 | Added |
| 7 | IVV | ISHARES TR | $18.9M | 8.04% | 28,960 | Trimmed |
| 8 | MMIN | NEW YORK LIFE INVTS ACTIVE E | $13.2M | 5.60% | 555,403 | Added |
| 9 | VTI | VANGUARD INDEX FDS | $6.0M | 2.57% | 18,802 | Added |
| 10 | SPLG | SPDR SERIES TRUST | $3.8M | 1.61% | 49,543 | Trimmed |
| 11 | EAGL | 2023 ETF SERIES TRUST | $2.9M | 1.22% | 94,398 | New |
| 12 | AAPL | APPLE INC | $2.3M | 0.97% | 9,004 | Added |
| 13 | JAGG | J P MORGAN EXCHANGE TRADED F | $2.1M | 0.91% | 46,358 | Added |
| 14 | USMV | ISHARES TR | $2.1M | 0.91% | 23,055 | Trimmed |
| 15 | SPDW | SPDR INDEX SHS FDS | $2.1M | 0.88% | 45,214 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $1.8M | 0.76% | 10,199 | Added |
| 17 | AVGO | BROADCOM INC | $1.8M | 0.75% | 5,670 | Added |
| 18 | MSFT | MICROSOFT CORP | $1.6M | 0.68% | 4,331 | Added |
| 19 | BBMC | J P MORGAN EXCHANGE TRADED F | $1.4M | 0.61% | 13,232 | Trimmed |
| 20 | GJUN | FIRST TR EXCHNG TRADED FD VI | $1.4M | 0.60% | 35,808 | Hold |
| 21 | MTUM | ISHARES TR | $1.4M | 0.59% | 5,793 | Trimmed |
| 22 | HYMB | SPDR SERIES TRUST | $1.1M | 0.47% | 44,872 | Added |
| 23 | KO | COCA COLA CO | $1.0M | 0.44% | 13,565 | Trimmed |
| 24 | FLIA | FRANKLIN TEMPLETON ETF TR | $1.0M | 0.44% | 51,509 | Added |
| 25 | AMZN | AMAZON COM INC | $940,756 | 0.40% | 4,517 | Added |
Source: SEC Form 13F filings · as of 2026-03-31