ACT WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Plano, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 340,109
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 65 | 340,109 | 13F-HR | ACT WEALTH MANAGEMENT, LLC |
| Q2 2026 | 7/7/2026 | 64 | 340,300 | 13F-HR | ACT WEALTH MANAGEMENT, LLC |
| Q1 2026 | 4/14/2026 | 62 | 297,829 | 13F-HR | ACT WEALTH MANAGEMENT, LLC |
| Q4 2025 | 1/15/2026 | 61 | 305,741 | 13F-HR | ACT WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/6/2025 | 57 | 285,303 | 13F-HR | ACT WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/9/2025 | 57 | 236,714 | 13F-HR | ACT WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 26.41 K | 7.8% | 2.123 K | 0 | 2.123 K |
| ETFs | 313.7 K | 92.2% | 0 | 2.319 K | -2.319 K |
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Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
340,109
Holdings
65
QoQ value change ($000)
-191
(-0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.