SEC Form 13F · Q2 2026

ACT WEALTH MANAGEMENT, LLC

Institutional Holdings Report

13F-HRTX
$340.3M
Portfolio Value
64
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
ACT WEALTH MANAGEMENT, LLC
CIK
1814191
Accession No.
0001754960-26-000416
Location
PLANO, TX
Form Type
13F-HR
Portfolio Value
$340.3M
Holdings Reported
64
Reporting Period
Q2 2026
Filed
July 8, 2026

About this Filing

ACT WEALTH MANAGEMENT, LLC is an institutional investment manager based in PLANO, TX reporting approximately $340.3M in 13(f) securities across 64 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.