Act Wealth Management
Act Wealth Management reported 65 stocks worth $340M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are VXF (13.9%), VYM (12.5%) and IWB (9.8%). Compared with Q2 2026, the fund opened new positions in XOM, META and BX, added to VYM, CEMB and SCHF, trimmed VXF, IWB and PWB and sold out of XOM, GRNY and MS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VXF Vanguard Index Fds | $47.4M | 13.9% | 205K | −7,834 (−4%) | 8 of 8 | |
| 2 |  VYM Vanguard Whitehall Fds | $42.5M | 12.5% | 274K | +3,660 (+1%) | 8 of 8 | |
| 3 |  IWB Ishares TR | $33.2M | 9.8% | 80K | −1,625 (−2%) | 8 of 8 | |
| 4 |  PWB Invesco Exchange Traded FD T | $31.8M | 9.3% | 196K | −19K (−9%) | 5 of 8 | |
| 5 |  CEMB Blackrock, Inc. | $27.8M | 8.2% | 632K | +39K (+7%) | 8 of 8 | |
| 6 |  SCHF Schwab International | $27M | 7.9% | 983K | +65K (+7%) | 8 of 8 | |
| 7 |  HEFA Ishares TR | $24.5M | 7.2% | 529K | +9,629 (+2%) | 8 of 8 | |
| 8 |  GLD Spdr Gold TR | $18M | 5.3% | 47K | +8,495 (+22%) | 8 of 8 | |
| 9 |  VNQ Vanguard Index Fds | $15.5M | 4.5% | 173K | +5,319 (+3%) | 4 of 8 | |
| 10 |  XLE Select Sector Spdr TR | $10.2M | 3.0% | 166K | +7,989 (+5%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Act Wealth Management 13F FAQ
What does Act Wealth Management own?
Act Wealth Management reported 65 stocks worth $340M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are VXF (13.9%), VYM (12.5%) and IWB (9.8%). The table above lists every position in the filing (the top 10 without an account).
What did Act Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 24 added to, 17 trimmed and 3 sold out. New positions include XOM, META and BX. It sold all of XOM, GRNY and MS.
When will Act Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Act Wealth Management's portfolio worth?
The Q3 2026 filing reports $340M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.