DOSSIER · 13F-HR · Q1 2026

ACT Advisors, LLC.

ACT's hedge fund based in Boston, MA $235M in tracked AUM across 78 positions as of Q1 2026.

A
ACT·Boston, MA·Hedge Fund
CIK 0001842554 · last filed Mar 31, 2026
Total AUM
$235M
5.8%
vs prior
Holdings
78
positions
Whale Score
65
65
tracked
Activity
no data
changes this Q
Top sector
Tech
23% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of ACT Advisors, LLC SEC 13F Filing
Portfolio Overview

ACT Advisors, LLC has reported a significant expansion in its portfolio management activities for the period ending December 31, 2025. The total portfolio value surged by 52.9%, rising from $165.89 million in the prior quarter to $253.70 million. This growth is attributable to a combination of market appreciation and substantial net capital inflows, evidenced by the high volume of portfolio turnover. The mana...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAU
DIMENSIONAL ETF TRUST
$32M713K13.7%
02
JPST
J P MORGAN EXCHANGE TRADED F
$27M534K11.5%
03
AVDE
AMERICAN CENTY ETF TR
$27M312K11.3%
04
AVEM
AMERICAN CENTY ETF TR
$25M308K10.6%
05
DGRW
WISDOMTREE TR
$21M234K8.7%
06
CGDV
CAPITAL GROUP DIVIDEND VALUE
$19M452K8.2%
07
IVV
ISHARES TR
$19M29K8.0%
08
MMIN
NEW YORK LIFE INVTS ACTIVE E
$13M555K5.6%
09
VTI
VANGUARD INDEX FDS
$6M19K2.6%
10
SPYM
SPDR SERIES TRUST
$4M50K1.6%

Filing history

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