DOSSIER · 13F-HR · Q3 2026
ACT WEALTH MANAGEMENT, LLC
$340M in tracked AUM across 65 positions as of Q3 2026.
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CIK 0001814191 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Portfolio Overview
ACT Wealth Management, LLC has reported a significant expansion in its portfolio management activities for the quarter ending December 31, 2025. The total portfolio value surged by 200.4%, growing from approximately $101.78 million to $305.74 million. This dramatic increase in assets under management (AUM) suggests substantial capital inflows, a shift in strategy requiring broader deployment of capital, or potentially the consolidation of reporting entities.
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Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.
Filing history
Showing 12 of 24