StockDriftsStockDriftsTop 50 Act Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VXF | VANGUARD INDEX FDS | 15.38% | 212.6K | $52.4M | +4.91%(+9.96K) | $156.56(+58.31%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 12.56% | 270.4K | $42.7M | +0.60%(+1.60K) | $96.81(+71.75%) | 2026-06-30 | |
| PWB | INVESCO EXCHANGE TRADED FD T | 10.65% | 215.2K | $36.3M | +1.41%(+3.00K) | $122.16(+33.94%) | 2026-06-30 | |
| IWB | ISHARES TR | 9.8% | 81.5K | $33.4M | +4.90%(+3.81K) | $221.23(+92.02%) | 2026-06-30 | |
| CEMB | ISHARES INC | 7.96% | 593.0K | $27.1M | +3.90%(+22.23K) | $43.39(+4.22%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 7.48% | 918.8K | $25.5M | +0.25%(+2.27K) | $17.53(+63.50%) | 2026-06-30 | |
| HEFA | ISHARES TR | 7.16% | 519.1K | $24.4M | +0.26%(+1.37K) | $35.36(+35.19%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 4.75% | 167.5K | $16.2M | +39.37%(+47.33K) | $90.34(+8.27%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 4.21% | 38.9K | $14.3M | +16.35%(+5.47K) | $213.92(+88.94%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.72% | 93.6K | $9.3M | +2.02%(+1.85K) | $98.16(-0.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.27% | +57.19% | +8.36% | +49.41% |
| Top 20 Holdings Unweighted | +16.33% | +57.43% | +9.65% | +58.47% |
Act Wealth Management LLC reports $340.30M in US-listed equity holdings across 64 positions in its most recent 13F filing. Its largest disclosed positions are VXF (15.4%), VYM (12.6%) and PWB (10.7%). The top 20 holdings account for 94.33% of reported assets. Its disclosed equity book has returned +57.19% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Act Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1814191). View Act Wealth Management LLC’s 13F filings on SEC