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CIK: 0001842554
Total reported value
$300.8M
$300.8M
62 檔
42.5%
In Q2 2025, ACT Advisors, LLC.'s U.S. equity holdings reached a combined market value of $300.8M, distributed across 62 disclosed stock positions.
In Q2 2025, ACT Advisors, LLC. displayed an active expansion posture, initiating 9 new positions and adding to 18 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AVDE, QQQM, DFAU) accounted for 42.5% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVDE | Avantis International Equity | ETF-Other | 13.71% | -1.64% | — | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 13.44% | +10.70% | — | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 11.49% | +0.33% | -0.45% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 10.34% | -1.01% | -2.77% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.10% | -0.89% | -26.22% | |
| 6 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 9.75% | — | -2.40% | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 3.54% | -0.12% | EXIT | |
| 8 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 3.49% | — | — | |
| 9 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 3.46% | -0.11% | EXIT | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.96% | -0.29% | -18.40% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.85% | -0.19% | +0.63% | |
| 12 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.16% | -0.03% | -6.97% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.08% | -0.20% | -2.25% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.00% | -0.14% | +0.12% | |
| 15 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 0.97% | -0.19% | +1.42% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.82% | -0.18% | +1.08% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.79% | +0.03% | +0.78% | |
| 18 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.72% | +0.07% | -1.65% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | +0.18% | -4.79% | |
| 20 | BBMC | JPM Betabuilders US Mid Cap | ETF-Other | 0.64% | -0.07% | +0.90% | |
| 21 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 0.61% | -0.11% | -43.32% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.52% | -3.08% | -10.33% | |
| 23 | FLIA | Franklin International Aggre | ETF-Other | 0.47% | -0.09% | +1.49% | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.46% | -0.10% | +5.81% | |
| 25 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.42% | -0.06% | +2.19% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | -0.09% | +8.48% | |
| 27 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.37% | -0.13% | -1.27% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | -0.01% | +6.71% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.29% | -0.04% | +15.00% | |
| 30 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 0.26% | — | — | |
| 31 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.23% | -0.07% | -46.41% | |
| 32 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.22% | -0.03% | +0.67% | |
| 33 | AIRR | First Trust Rba American Ind | ETF-Other | 0.21% | — | +16.18% | |
| 34 | PM | Philip Morris International | Stock-Consumer Staples | 0.20% | — | +18.34% | |
| 35 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.20% | -0.04% | — | |
| 36 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.19% | -0.01% | -5.09% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | -0.02% | +3.02% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.18% | +0.03% | -6.77% | |
| 39 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.17% | -0.12% | -1.37% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | — | -2.45% | |
| 41 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.17% | -0.12% | -4.42% | |
| 42 | VV | Vanguard Large-cap ETF | ETF-Other | 0.16% | -0.01% | — | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.15% | -0.01% | +12.44% | |
| 44 | BA | Boeing Co/the | Stock-Industrials | 0.14% | -0.02% | +4.60% | |
| 45 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.13% | — | — | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.13% | -0.01% | +3.50% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.12% | +0.01% | +4.52% | |
| 48 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 0.12% | -0.11% | EXIT | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.11% | -0.09% | EXIT | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.11% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVDE | Avantis International Equity | +13.7% | NEW | New buy |
| 2 | QQQM | Invesco Nasdaq 100 ETF | +13.4% | NEW | New buy |
| 3 | ANGL | Vaneck Fallen Angel High Yld | +3.5% | NEW | New buy |
| 4 | SRLN | Ss Blackstone Sr Loan ETF | +3.5% | NEW | New buy |
| 5 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | NEW | New buy |
| 6 | NVDA | Nvidia CORP | +0.1% | -4.79% | Trim |
| 7 | AVGO | Broadcom Inc | +0.1% | +15.00% | Add |
| 8 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 9 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 10 | MSFT | Microsoft CORP | +0.1% | +1.08% | Add |
| 11 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 12 | COST | Costco Wholesale CORP | +0.1% | NEW | New buy |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +8.48% | Add |
| 14 | AIRR | First Trust Rba American Ind | 0% | +16.18% | Add |
| 15 | PM | Philip Morris International | 0% | +18.34% | Add |
| 16 | JPM | Jpmorgan Chase & Co | 0% | +12.44% | Add |
| 17 | AMZN | Amazon.com Inc | 0% | +6.71% | Add |
| 18 | BA | Boeing Co/the | 0% | +4.60% | Add |
| 19 | TSLA | Tesla Inc | — | -6.77% | Trim |
| 20 | GOOG | Alphabet Inc-cl C | — | +3.50% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | — | -2.45% | Trim |
| 22 | VV | Vanguard Large-cap ETF | — | — | Unchanged |
| 23 | MTUM | Ishares Msci USA Momentum Fa | 0% | -1.65% | Trim |
| 24 | SPEM | State Street Sp Ptf Em ETF | 0% | +0.67% | Add |
| 25 | UAUG | Innovator U.s. Equity Ultra | 0% | — | Unchanged |
| 26 | NTSX | Wisdomtree US Efficient Core | 0% | -1.27% | Trim |
| 27 | XMLV | Invesco S&p Midcap Low Volat | 0% | -17.38% | Trim |
| 28 | BBMC | JPM Betabuilders US Mid Cap | -0.1% | +0.90% | Add |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.1% | +0.12% | Add |
| 30 | KO | Coca-cola Co/the | -0.1% | +5.81% | Add |
| 31 | FLIA | Franklin International Aggre | -0.1% | +1.49% | Add |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | +0.63% | Add |
| 33 | XOM | Exxon Mobil CORP | -0.1% | EXIT | Sold out |
| 34 | WMT | Walmart Inc | -0.1% | EXIT | Sold out |
| 35 | FVD | First Trust Value Line Dvd | -0.1% | EXIT | Sold out |
| 36 | BBAG | Jpmorgan Betabuilders US Agg | -0.2% | +1.42% | Add |
| 37 | JPST | Jpmorgan Ultra-short Income | -0.2% | -10.33% | Trim |
| 38 | AAPL | Apple Inc | -0.2% | +0.78% | Add |
| 39 | USMV | Ishares Msci USA Min Vol Fac | -0.2% | -2.25% | Trim |
| 40 | OMFL | Invesco Russell 1000 Dyn M/f | -0.2% | -46.41% | Trim |
| 41 | SPAB | Ss Spdr P Agg Bond ETF | -0.6% | +0.95% | Add |
| 42 | TBLL | Invesco Short Term Treasury | -0.6% | -43.32% | Trim |
| 43 | DFAU | Dimensional US Core Equity M | -0.8% | -0.45% | Trim |
| 44 | VTI | Vanguard Total Stock Mkt ETF | -0.9% | -18.40% | Trim |
| 45 | SPHQ | Invesco S&p 500 Quality ETF | -1.2% | -2.40% | Trim |
| 46 | DGRW | Wisdomtree U.s. Quality Divi | -1.6% | -2.77% | Trim |
| 47 | SPIP | Ss Spdr P Tips ETF | -4.1% | EXIT | Sold out |
| 48 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | -4.3% | EXIT | Sold out |
| 49 | IVV | Ishares Core S&p 500 ETF | -4.4% | -26.22% | Trim |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -14.4% | EXIT | Sold out |
According to official SEC Form 13F filings, ACT Advisors, LLC. reported a total U.S. public equity portfolio value of $300.8M across 62 disclosed positions in Q2 2025.
During Q2 2025, ACT Advisors, LLC.'s top holdings by market value included AVDE (13.7%)、QQQM (13.4%)、DFAU (11.5%). The largest single position, AVDE, represented 13.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
AVDE
市值: $29.7M
Top Position Liquidated / Trimmed
BIL
前期市值: $26.5M
In Q2 2025, ACT Advisors, LLC. made 48 total portfolio adjustments, initiating 9 new buys, adding to 18 positions, trimming 15 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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