ACT WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Plano, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 340,300
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 24.28 K | 7.1% | 1.449 K | 0 | 1.449 K |
| ETFs | 316 K | 92.9% | 41.03 K | 0 | 41.03 K |
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Fund Snapshot
Q2 2026
Latest filed
7/7/2026
Total value ($000)
340,300
Holdings
64
QoQ value change ($000)
42,471
(14.3%)
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.