ACT Advisors, LLC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, ACT Advisors, LLC. held in its portfolio 60 assets valued at $253,697,134 (i.e. $253.70M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($30.71M), INVESCO EXCH TRADED FD TR II ($27.53M), and AMERICAN CENTY ETF TR ($25.61M).
The chart below shows the top 10 valuable assets, and the table below shows the top 60 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
ACT Advisors, LLC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 656210 | 30710649 | US CORE EQT MKT |
| INVESCO EXCH TRADED FD TR II | 108850 | 27530223 | NASDAQ 100 ETF |
| AMERICAN CENTY ETF TR | 311150 | 25613881 | INTL EQT ETF |
| AMERICAN CENTY ETF TR | 307508 | 23684298 | AVANTIS EMGMKT |
| SPDR SERIES TRUST | 620395 | 22647723 | STATE STREET SPD |
| WISDOMTREE TR | 229585 | 20531761 | US QTLY DIV GRT |
| ISHARES TR | 29559 | 20245837 | CORE S&P500 ETF |
| CAPITAL GROUP DIVIDEND VALUE | 449105 | 19598934 | SHS CREATION UNI |
| NEW YORK LIFE INVTS ACTIVE E | 550746 | 13184856 | NYLI MACKAY MUNI |
| SSGA ACTIVE ETF TR | 205284 | 8472050 | STATE STREET BLA |
| VANGUARD INDEX FDS | 18752 | 6286962 | TOTAL STK MKT |
| J P MORGAN EXCHANGE TRADED F | 59447 | 3593931 | BETABUILDERS US |
| APPLE INC | 8754 | 2379827 | COM |
| ISHARES TR | 23243 | 2188599 | MSCI USA MIN VOL |
| SPDR INDEX SHS FDS | 48922 | 2172639 | PORTFOLIO DEVLPD |
| NVIDIA CORPORATION | 9934 | 1852781 | COM |
| MICROSOFT CORP | 3669 | 1774558 | COM |
| ISHARES TR | 6130 | 1534299 | MSCI USA MMENTM |
| FIRST TR EXCHNG TRADED FD VI | 35808 | 1417990 | FT VEST U.S EQT |
| BROADCOM INC | 4090 | 1415573 | COM |
| INVESCO EXCH TRADED FD TR II | 10006 | 1057134 | SHORT TERM TREAS |
| FRANKLIN TEMPLETON ETF TR | 49613 | 1001194 | INTL AGGREGTE BD |
| COCA COLA CO | 13584 | 949634 | COM |
| WISDOMTREE TR | 16108 | 882901 | US EFFICIENT COR |
| AMAZON COM INC | 3735 | 862113 | COM |
| META PLATFORMS INC | 1213 | 800377 | CL A |
| INNOVATOR ETFS TRUST | 37813 | 777004 | EQUITY DUAL DIRT |
| ALPHABET INC | 2278 | 713111 | CAP STK CL A |
| FIRST TR EXCHNG TRADED FD VI | 12468 | 642850 | FT VEST US EQT |
| ALPHABET INC | 2036 | 638969 | CAP STK CL C |
| TESLA INC | 1250 | 562150 | COM |
| FIRST TR EXCHANGE TRADED FD | 5621 | 552657 | RBA INDL ETF |
| SPDR INDEX SHS FDS | 10058 | 470795 | PORTFOLIO EMG MK |
| FIRST TR EXCHNG TRADED FD VI | 10618 | 460980 | FT VEST US |
| PIMCO ETF TR | 16915 | 451292 | MULTISECTOR BD |
| INNOVATOR ETFS TRUST | 13388 | 448632 | DEFINED WLT SHLD |
| PIMCO ETF TR | 4720 | 439338 | ACTIVE BD ETF |
| BERKSHIRE HATHAWAY INC DEL | 800 | 402120 | CL B NEW |
| INVESCO EXCH TRD SLF IDX FD | 6382 | 390134 | RUSL 1000 DYNM |
| JPMORGAN CHASE & CO. | 1146 | 369298 | COM |
| ELI LILLY & CO | 326 | 350733 | COM |
| J P MORGAN EXCHANGE TRADED F | 6878 | 347958 | ULTRA SHRT ETF |
| PALANTIR TECHNOLOGIES INC | 1880 | 334170 | CL A |
| BOEING CO | 1508 | 327417 | COM |
| PHILIP MORRIS INTL INC | 2010 | 322479 | COM |
| VISA INC | 828 | 290240 | COM CL A |
| EXXON MOBIL CORP | 2376 | 285935 | COM |
| ABBVIE INC | 1207 | 275800 | COM |
| WALMART INC | 2250 | 250649 | COM |
| INVESCO EXCH TRADED FD TR II | 3972 | 247718 | S&P MIDCP LOW |
| VANGUARD INDEX FDS | 720 | 226705 | LARGE CAP ETF |
| ALLSTATE CORP | 985 | 205028 | COM |
| ORACLE CORP | 1038 | 202327 | COM |
| PIMCO MUN INCOME FD II | 20589 | 155238 | COM |
| MFS HIGH INCOME MUN TR | 17689 | 65449 | SH BEN INT |
| HERON THERAPEUTICS INC | 25808 | 33550 | COM |
| RANI THERAPEUTICS HLDGS INC | 16062 | 21684 | COM CL A |
| W & T OFFSHORE INC | 11063 | 18033 | COM |
| AGILON HEALTH INC | 24602 | 16943 | COM |
| RALLYBIO CORP | 13153 | 9024 | COM |
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