ACT Advisors, LLC.
Annual return '25
+48.0%
SPY '25
+17.7%
Alpha
+30.3ptsvs SPY
Invested
$235.2M
Holdings
78
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAU
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
13.7%
02
$JPST
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
11.5%
03
$AVDE
AMERICAN CENTY ETF TR
Held since at least Q1 2024
11.3%
04
$AVEM
AMERICAN CENTY ETF TR
Held since at least Q1 2024
10.6%
05
$DGRW
WISDOMTREE TR
Held since at least Q1 2024
8.7%
06
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Q1 2026: Increased +2016.0% (9.6k → 202.6k shares)
8.2%
07
$IVV
ISHARES TR
Held since at least Q1 2024
8.0%
08
$MMIN
NEW YORK LIFE INVTS ACTIVE E
Held since at least Q1 2024
5.6%
09
$VTI
VANGUARD INDEX FDS
Q4 2025: New position (1.2k shares)
2.6%
10
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
1.6%
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 13:11 UTC.