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 WEALTH MANAGEMENT, LLC (CIK 1814191) reported $297.8M across 62 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VXF ($41.7M, 14.01%), VYM ($39.8M, 13.37%), IWB ($27.7M, 9.30%), PWB ($26.7M, 8.97%), CEMB ($25.8M, 8.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VXF | VANGUARD INDEX FDS | $41.7M | 14.01% | 202,679 | Trimmed |
| 2 | VYM | VANGUARD WHITEHALL FDS | $39.8M | 13.37% | 268,772 | Trimmed |
| 3 | IWB | ISHARES TR | $27.7M | 9.30% | 77,651 | Added |
| 4 | PWB | INVESCO EXCHANGE TRADED FD T | $26.7M | 8.97% | 212,221 | Added |
| 5 | CEMB | ISHARES INC | $25.8M | 8.68% | 570,801 | Added |
| 6 | SCHF | SCHWAB STRATEGIC TR | $22.7M | 7.62% | 916,518 | Trimmed |
| 7 | HEFA | ISHARES TR | $22.0M | 7.39% | 517,694 | Trimmed |
| 8 | GLD | SPDR GOLD TR | $14.4M | 4.83% | 33,422 | Trimmed |
| 9 | XLE | SELECT SECTOR SPDR TR | $11.4M | 3.83% | 186,092 | Trimmed |
| 10 | VNQ | VANGUARD INDEX FDS | $10.7M | 3.58% | 120,199 | Added |
| 11 | AGG | ISHARES TR | $9.1M | 3.06% | 91,731 | Added |
| 12 | XLF | SELECT SECTOR SPDR TR | $8.1M | 2.72% | 163,942 | Added |
| 13 | AAPL | APPLE INC | $6.1M | 2.05% | 24,116 | Trimmed |
| 14 | SPGM | SPDR INDEX SHS FDS | $3.1M | 1.04% | 40,810 | Added |
| 15 | XOM | EXXON MOBIL CORP | $3.0M | 1.00% | 17,545 | Trimmed |
| 16 | VTEB | VANGUARD MUN BD FDS | $2.4M | 0.82% | 48,788 | Added |
| 17 | TSLA | TESLA INC | $1.8M | 0.61% | 4,913 | Trimmed |
| 18 | SCHC | SCHWAB STRATEGIC TR | $1.7M | 0.56% | 35,421 | Added |
| 19 | SCHZ | SCHWAB STRATEGIC TR | $1.6M | 0.55% | 71,052 | Added |
| 20 | EEM | ISHARES TR | $964,736 | 0.32% | 16,988 | Added |
| 21 | MSFT | MICROSOFT CORP | $941,846 | 0.32% | 2,544 | Trimmed |
| 22 | MUB | ISHARES TR | $933,145 | 0.31% | 8,791 | Added |
| 23 | CVX | CHEVRON CORPORATION | $852,718 | 0.29% | 4,121 | Trimmed |
| 24 | XMMO | INVESCO EXCHANGE TRADED FD T | $808,949 | 0.27% | 5,578 | Trimmed |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $811,286 | 0.27% | 1,693 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31