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ACT Advisors, LLC.

Portfolio Manager
ACT Advisors, LLC.
Performance
-1.89% (2026 Q1)
AUM (13F)
$235.16M
# of Holdings
78
Performance Rank
Allocation (Top 20)
90.02%

ACT Advisors, LLC. Holdings Map

Top 50 ACT Advisors, LLC. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFAU
DIMENSIONAL ETF TRUST
13.68%713.1K$32.2M
+8.66%(+56.84K)
2025-Q1: 589.1K shares2025-Q2: 586.5K shares2025-Q3: 619.5K shares2025-Q4: 656.2K shares2026-Q1: 713.1K shares
$31.91(+61.53%)
2026-03-31
JPST
J P MORGAN EXCHANGE TRADED F
11.49%533.7K$27.0M
+7659.99%(+526.85K)
2025-Q1: 24.8K shares2025-Q2: 22.2K shares2025-Q3: 34.2K shares2025-Q4: 6.9K shares2026-Q1: 533.7K shares
$50.60(-0.35%)
2026-03-31
AVDE
AMERICAN CENTY ETF TR
11.27%312.4K$26.5M
+0.39%(+1.22K)
2025-Q1: 0 shares2025-Q2: 400.7K shares2025-Q3: 308.3K shares2025-Q4: 311.1K shares2026-Q1: 312.4K shares
$70.60(+27.37%)
2026-03-31
AVEM
AMERICAN CENTY ETF TR
10.55%308.0K$24.8M
+0.16%(+477)
2025-Q1: 0 shares2025-Q2: 400.7K shares2025-Q3: 297.3K shares2025-Q4: 307.5K shares2026-Q1: 308.0K shares
$71.98(+28.43%)
2026-03-31
DGRW
WISDOMTREE TR
8.75%234.1K$20.6M
+1.98%(+4.54K)
2025-Q1: 274.5K shares2025-Q2: 266.9K shares2025-Q3: 229.4K shares2025-Q4: 229.6K shares2026-Q1: 234.1K shares
$73.73(+30.02%)
2026-03-31
CGDV
CAPITAL GROUP DIVIDEND VALUE
8.17%451.8K$19.2M
+0.59%(+2.66K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 445.6K shares2025-Q4: 449.1K shares2026-Q1: 451.8K shares
$40.79(+20.01%)
2026-03-31
IVV
ISHARES TR
8.04%29.0K$18.9M
-2.03%(-599)
2025-Q1: 47.7K shares2025-Q2: 35.2K shares2025-Q3: 30.2K shares2025-Q4: 29.6K shares2026-Q1: 29.0K shares
$430.61(+73.81%)
2026-03-31
MMIN
NEW YORK LIFE INVTS ACTIVE E
5.6%555.4K$13.2M
+0.85%(+4.66K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 497.8K shares2025-Q4: 550.7K shares2026-Q1: 555.4K shares
$23.52(+2.88%)
2026-03-31
VTI
VANGUARD INDEX FDS
2.57%18.8K$6.0M
+0.27%(+50)
2025-Q1: 25.8K shares2025-Q2: 21.0K shares2025-Q3: 19.3K shares2025-Q4: 18.8K shares2026-Q1: 18.8K shares
$215.52(+71.11%)
2026-03-31
SPYM
SPDR SERIES TRUST
1.61%49.5K$3.8M
-2.73%(-1.39K)
2025-Q1: 54.8K shares2025-Q2: 55.1K shares2025-Q3: 52.2K shares2025-Q4: 50.9K shares2026-Q1: 49.5K shares
$53.03(+65.32%)
2026-03-31

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