Act Wealth Management, LLC
Annual return '25
+12.6%
SPY '25
+17.7%
Alpha
-5.1ptsvs SPY
Invested
$297.8M
Holdings
62
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VXF
VANGUARD INDEX FDS
Q4 2025: Exited (was 199.3k shares)
14.0%
02
$VYM
VANGUARD WHITEHALL FDS
Q4 2025: Exited (was 264.2k shares)
13.4%
03
$IWB
ISHARES TR
Q4 2025: Exited (was 78.2k shares)
9.3%
04
$PWB
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 194.6k shares)
9.0%
05
$CEMB
ISHARES INC
Q4 2025: Exited (was 512.9k shares)
8.7%
06
$SCHF
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 906.9k shares)
7.6%
07
$HEFA
ISHARES TR
Q4 2025: Exited (was 521.9k shares)
7.4%
08
$GQ9
SPDR GOLD TR
Q4 2025: Exited (was 78.9k shares)
4.8%
09
$XLE
SELECT SECTOR SPDR TR
Q4 2025: Exited (was 89.5k shares)
3.8%
10
$VNQ
VANGUARD INDEX FDS
Held since at least Q1 2024
3.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 18:29 UTC.