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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 $213,903,045
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - EXTEND MKT ETF
 186,918 $35,510,740 16.6%
2.
Vanguard Whitehall Funds
 238,579 $30,440,289 14.23%
3.
Ishares Trust
 IEF 74,879 $24,122,917 11.27%
4.
Spdr Gold Trust
 GLD 86,164 $20,862,889 9.75%
5.
Ishares Inc
 EWA 446,266 $19,805,284 9.25%
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)