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Home > Institutional Investor > Act Wealth Management, Llc > Profile

Instuitional Investor - Act Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Act Wealth Management, Llc
Portfolio Value $285,302,704
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - EXTEND MKT ETF
 199,289 $41,719,179 14.62%
2.
Vanguard Whitehall Funds
 264,209 $37,240,252 13.05%
3.
Ishares Trust
 IEF 78,168 $28,568,929 10.01%
4.
Spdr Gold Trust
 GLD 78,871 $28,036,274 9.83%
5.
Invesco Exchange Traded Fd T
 194,630 $24,410,495 8.56%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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