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Portfolio (Quarterly) Guide ↗

ACT WEALTH MANAGEMENT, LLC

· CIK 0001814191
13F Portfolio $340M AUM 64 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 24 Added 14 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 ATOM ATOMERA INC Technology 10,000 $38K 0.01% SOLD
Sector Allocation
Financial Services 46.7%
Technology 28.4%
Energy 10.0%
Consumer Cyclical 6.7%
Industrials 3.9%
Consumer Defensive 1.8%
Healthcare 1.6%
Basic Materials 0.8%