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CIK: 0001842554
Total reported value
$300.8M
$300.8M
78 檔
43.6%
At the close of Q1 2026, ACT Advisors, LLC. disclosed equity holdings valued at approximately $300.8M, spread across 78 reported holdings.
In Q1 2026, ACT Advisors, LLC. displayed an active expansion posture, initiating 17 new positions and adding to 34 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, JPST, AVDE) accounted for 43.6% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 13.68% | +0.33% | +8.66% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 11.49% | -3.08% | +7659.99% | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 11.27% | -1.64% | +0.39% | |
| 4 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 10.55% | -0.22% | +0.16% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 8.75% | -1.01% | +1.98% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-Other | 8.17% | -0.50% | +0.59% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.04% | -0.89% | -2.03% | |
| 8 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 5.60% | -1.13% | +0.85% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.57% | -0.29% | +0.27% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.61% | -0.19% | -2.73% | |
| 11 | EAGL | Eagle Capital Select Eqty | ETF-Other | 1.22% | -0.21% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.97% | +0.03% | +2.86% | |
| 13 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 0.91% | -0.19% | +1.69% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.91% | -0.20% | -0.81% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.88% | -0.14% | -7.58% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.76% | +0.18% | +2.67% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | -0.04% | +38.63% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | -0.18% | +18.04% | |
| 19 | BBMC | JPM Betabuilders US Mid Cap | ETF-Other | 0.61% | -0.07% | -4.54% | |
| 20 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.60% | -0.60% | EXIT | |
| 21 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.59% | +0.07% | -5.50% | |
| 22 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.47% | -0.06% | +6.17% | |
| 23 | FLIA | Franklin International Aggre | ETF-Other | 0.44% | -0.09% | +3.82% | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.44% | -0.10% | -0.14% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | -0.01% | +20.94% | |
| 26 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.35% | -0.13% | -2.66% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.33% | -0.09% | +13.11% | |
| 28 | DDFL | Invtr Eq D Di 15 B ETF - Jul | ETF-Other | 0.33% | -0.12% | — | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.30% | -0.01% | +20.73% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | — | +1.23% | |
| 31 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.27% | -0.12% | +45.21% | |
| 32 | FSEP | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.27% | -0.04% | — | |
| 33 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.27% | -0.12% | +44.03% | |
| 34 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 0.23% | -0.11% | -47.68% | |
| 35 | DDFJ | Innovator Ed D15 Buff Jan | ETF-Other | 0.22% | -0.04% | — | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.07% | +23.40% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.20% | +0.03% | +2.00% | |
| 38 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.20% | +10.70% | -98.21% | |
| 39 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.20% | -0.01% | -5.25% | |
| 40 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.19% | -0.03% | -4.03% | |
| 41 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.19% | -0.03% | — | |
| 42 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.19% | -0.04% | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.16% | -0.02% | +0.25% | |
| 44 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.16% | -0.07% | -1.33% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.15% | -0.01% | +36.45% | |
| 46 | BA | Boeing Co/the | Stock-Industrials | 0.15% | -0.02% | +17.64% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.14% | -0.01% | +0.61% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.14% | — | +1.39% | |
| 49 | MS | Morgan Stanley | Stock-Financials | 0.14% | — | — | |
| 50 | WMB | Williams Cos Inc | Stock-Energy | 0.14% | -0.03% | — |
According to official SEC Form 13F filings, ACT Advisors, LLC. reported a total U.S. public equity portfolio value of $300.8M across 78 disclosed positions in Q1 2026.
During Q1 2026, ACT Advisors, LLC.'s top holdings by market value included DFAU (13.7%)、JPST (11.5%)、AVDE (11.3%). The largest single position, DFAU, represented 13.7% of total portfolio value.
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Top New Position Initiated
EAGL
市值: $2.9M
Top Position Liquidated / Trimmed
AIRR
前期市值: $552.7K
In Q1 2026, ACT Advisors, LLC. made 75 total portfolio adjustments, initiating 17 new buys, adding to 34 positions, trimming 20 holdings, and fully liquidating 4 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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