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 $340.3M across 64 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VXF ($52.4M, 15.38%), VYM ($42.7M, 12.56%), PWB ($36.3M, 10.65%), IWB ($33.4M, 9.80%), CEMB ($27.1M, 7.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VXF | VANGUARD INDEX FDS | $52.4M | 15.38% | 212,634 | Added |
| 2 | VYM | VANGUARD WHITEHALL FDS | $42.7M | 12.56% | 270,374 | Added |
| 3 | PWB | INVESCO EXCHANGE TRADED FD T | $36.3M | 10.65% | 215,222 | Added |
| 4 | IWB | ISHARES TR | $33.4M | 9.80% | 81,458 | Added |
| 5 | CEMB | ISHARES INC | $27.1M | 7.96% | 593,035 | Added |
| 6 | SCHF | SCHWAB STRATEGIC TR | $25.5M | 7.48% | 918,793 | Added |
| 7 | HEFA | ISHARES TR | $24.4M | 7.16% | 519,062 | Added |
| 8 | VNQ | VANGUARD INDEX FDS | $16.2M | 4.75% | 167,524 | Added |
| 9 | GLD | SPDR GOLD TR | $14.3M | 4.21% | 38,888 | Added |
| 10 | AGG | ISHARES TR | $9.3M | 2.72% | 93,582 | Added |
| 11 | XLF | SELECT SECTOR SPDR TR | $9.3M | 2.72% | 172,599 | Added |
| 12 | XLE | SELECT SECTOR SPDR TR | $8.4M | 2.46% | 157,572 | Trimmed |
| 13 | AAPL | APPLE INC | $6.9M | 2.02% | 23,801 | Trimmed |
| 14 | SPGM | SPDR INDEX SHS FDS | $3.5M | 1.04% | 41,435 | Added |
| 15 | VTEB | VANGUARD MUN BD FDS | $2.5M | 0.74% | 50,090 | Added |
| 16 | XOM | EXXON MOBIL CORP | $2.4M | 0.70% | 17,521 | Trimmed |
| 17 | TSLA | TESLA INC | $2.2M | 0.65% | 5,241 | Added |
| 18 | SCHC | SCHWAB STRATEGIC TR | $1.7M | 0.50% | 35,467 | Added |
| 19 | SCHZ | SCHWAB STRATEGIC TR | $1.7M | 0.49% | 72,803 | Added |
| 20 | EEM | ISHARES TR | $1.2M | 0.34% | 16,915 | Trimmed |
| 21 | MUB | ISHARES TR | $1.0M | 0.30% | 9,521 | Added |
| 22 | MSFT | MICROSOFT CORP | $946,979 | 0.28% | 2,539 | Trimmed |
| 23 | INTC | INTEL CORP | $921,558 | 0.27% | 6,600 | Trimmed |
| 24 | XMMO | INVESCO EXCHANGE TRADED FD T | $917,770 | 0.27% | 5,394 | Trimmed |
| 25 | V | VISA INC | $766,806 | 0.23% | 2,235 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30