AI Analysis · Q1 2026 · Q1 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.
T...
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.
Filing history
Filing history loading…