ACT Advisors, LLC.

All 13F Filings

Location
Asheville, NC
Most recent 13F
Q1 2026
Holdings value ($000)
235,162
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
Q1 2026 4/14/2026 78 235,162 13F-HR ACT Advisors, LLC.
Q4 2025 1/14/2026 65 253,697 13F-HR ACT Advisors, LLC.
Q3 2025 10/9/2025 73 247,750 13F-HR ACT Advisors, LLC.
Q2 2025 7/15/2025 62 216,230 13F-HR ACT Advisors, LLC.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 76.9 K 32.7% 0 101.8 K -101.8 K
ETFs 158.3 K 67.3% 83.31 K 0 83.31 K
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Fund Snapshot

Q1 2026
Latest filed
4/14/2026
Total value ($000)
235,162
Holdings
78
QoQ value change ($000)
-18,535 (-7.3%)
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.