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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 $221,016,205
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - EXTEND MKT ETF
 186,239 $32,081,473 14.52%
2.
Vanguard Whitehall Funds
 246,259 $31,757,586 14.37%
3.
Spdr Gold Trust
 GLD 86,793 $25,008,535 11.32%
4.
Ishares Trust
 IEF 73,870 $22,658,998 10.25%
5.
Ishares Inc
 EWA 465,242 $21,019,650 9.51%
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)