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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 $236,714,096
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - EXTEND MKT ETF
 200,037 $38,549,078 16.29%
2.
Vanguard Whitehall Funds
 252,805 $33,701,448 14.24%
3.
Ishares Trust
 IEF 76,847 $26,095,027 11.02%
4.
Spdr Gold Trust
 GLD 74,258 $22,636,066 9.56%
5.
Ishares Inc
 EWA 478,542 $21,744,951 9.19%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)