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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
Page 3 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JNJ JOHNSON & JOHNSON Healthcare 1,373.0 $349K 0.10% $253.97 +6.7%
42 INTU INTUIT Technology 1,245.0 $325K 0.10% $261.00 +34.3%
43 IWF ISHARES TR 2,597.0 $323K 0.10% +2K +300.1% $124.19 -0.9%
44 NEM NEWMONT CORP Basic Materials 3,382.0 $316K 0.09% -515.0 -13.2% $93.40 +24.2%
45 GRNY TIDAL TRUST I 11,025.0 $305K 0.09% $27.65 +0.3%
46 AMZN AMAZON COM INC Consumer Cyclical 1,273.0 $303K 0.09% -10.0 -0.8% $238.34 +8.9%
47 PM PHILIP MORRIS INTL INC Consumer Defensive 1,674.0 $303K 0.09% $180.92 +3.7%
48 UNP UNION PAC CORP Industrials 1,091.0 $297K 0.09% $272.00 +9.8%
49 QQQ INVESCO QQQ TR Financial Services 402.0 $296K 0.09% +2.0 +0.5% $736.40 -2.6%
50 CGMS CAPITAL GRP FIXED INCM ETF T 10,476.0 $286K 0.08% NEW $27.33 -0.7%
51 MS MORGAN STANLEY Financial Services 1,363.0 $285K 0.08% +13.0 +1.0% $209.04 +4.1%
52 JPM JPMORGAN CHASE & CO Financial Services 842.0 $276K 0.08% -50.0 -5.6% $327.33 +11.0%
53 TXN TEXAS INSTRS INC Technology 920.0 $274K 0.08% NEW $298.07 -8.7%
54 SCHM SCHWAB STRATEGIC TR 7,368.0 $272K 0.08% $36.87 -2.2%
55 RSP INVESCO EXCHANGE TRADED FD T 1,267.0 $270K 0.08% -96.0 -7.0% $212.77 +3.3%
56 SCHB SCHWAB STRATEGIC TR 9,196.0 $266K 0.08% $28.96 +2.5%
57 DIA STATE STR SPDR DOW JONES IND Financial Services 500.0 $261K 0.08% $522.39 +2.0%
58 EW EDWARDS LIFESCIENCES CORP Healthcare 2,720.0 $246K 0.07% $90.46 +0.6%
59 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,060.0 $237K 0.07% $223.95 +20.3%
60 SLB SLB LIMITED Energy 5,100.0 $237K 0.07% -1K -16.4% $46.49 +14.5%
Page 3 of 4  ·  64 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%