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CIK: 0001842554
Total reported value
$307.8M
$307.8M
84 檔
52.1%
According to the latest 13F quarterly dataset, ACT Advisors, LLC. managed an equity portfolio of $307.8M at the end of Q2 2026, spanning 84 distinct U.S. exchange-listed positions.
In Q2 2026, ACT Advisors, LLC. displayed an active expansion posture, initiating 20 new positions and adding to 34 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 14.01% | +0.21% | +14.37% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 10.90% | -0.11% | +5460.25% | |
| 3 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 10.33% | -0.41% | +4.53% | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 9.63% | -0.10% | +3.92% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 8.41% | -0.16% | -6.30% | |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 7.74% | -0.01% | +4.00% | |
| 7 | CGDV | Cap Group Dividend Value | ETF-Other | 7.67% | -0.23% | +3.59% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.15% | -0.20% | -0.81% | |
| 9 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 4.47% | -0.17% | +0.03% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.27% | +0.08% | -2.06% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.42% | -0.09% | -1.66% | |
| 12 | EAGL | Eagle Capital Select Eqty | ETF-Other | 1.01% | +0.03% | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.00% | +0.19% | +15.68% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.94% | +0.23% | +37.85% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.74% | -0.07% | -2.31% | |
| 16 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 0.72% | -0.09% | +1.04% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.71% | -0.01% | -4.19% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | -0.04% | -0.88% | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.66% | -0.08% | -0.71% | |
| 20 | BBMC | JPM Betabuilders US Mid Cap | ETF-Other | 0.54% | -0.07% | -2.74% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.50% | +0.30% | -7.67% | |
| 22 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.41% | -0.05% | +7.63% | |
| 23 | ✓ | Stock-Other | 0.39% | -0.39% | EXIT | ||
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.05% | +7.68% | |
| 25 | FLIA | Franklin International Aggre | ETF-Other | 0.35% | -0.03% | +0.30% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.34% | +0.02% | -6.13% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | +0.02% | +1.34% | |
| 28 | DELL | Dell Technologies -c | Stock-Tech | 0.29% | +0.07% | +0.76% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | +0.06% | +3.08% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | +0.12% | -5.17% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.23% | -0.04% | +31.22% | |
| 32 | FSEP | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.23% | -0.04% | — | |
| 33 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.22% | +0.06% | -27.00% | |
| 34 | DDFL | Invtr Eq D Di 15 B ETF - Jul | ETF-Other | 0.21% | — | -19.96% | |
| 35 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.19% | -0.02% | +5.02% | |
| 36 | DDFJ | Innovator Ed D15 Buff Jan | ETF-Other | 0.18% | — | -1.68% | |
| 37 | MU | Micron Technology Inc | Stock-Tech | 0.17% | +0.02% | — | |
| 38 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.16% | -0.01% | -1.83% | |
| 39 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.16% | — | — | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.16% | -0.02% | +3.53% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.15% | +0.03% | +10.89% | |
| 42 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.15% | +0.01% | -29.17% | |
| 43 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.15% | +0.08% | — | |
| 44 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.15% | +0.01% | -28.05% | |
| 45 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.14% | +0.02% | — | |
| 46 | MS | Morgan Stanley | Stock-Financials | 0.14% | -0.01% | +1.71% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.14% | +0.01% | +16.14% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.14% | +0.01% | +2.49% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.14% | +0.01% | +5.74% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.14% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | +10.7% | +5460.25% | Add |
| 2 | ✓ | +0.4% | NEW | New buy | |
| 3 | DFAU | Dimensional US Core Equity M | +0.3% | +14.37% | Add |
| 4 | NVDA | Nvidia CORP | +0.2% | +37.85% | Add |
| 5 | MU | Micron Technology Inc | +0.2% | NEW | New buy |
| 6 | DELL | Dell Technologies -c | +0.2% | +0.76% | Add |
| 7 | DGX | Quest Diagnostics Inc | +0.1% | NEW | New buy |
| 8 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 9 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 10 | KLAC | Kla CORP | +0.1% | NEW | New buy |
| 11 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 12 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | -0.71% | Trim |
| 13 | GE | General Electric | +0.1% | NEW | New buy |
| 14 | JNJ | Johnson & Johnson | +0.1% | NEW | New buy |
| 15 | FVD | First Trust Value Line Dvd | +0.1% | NEW | New buy |
| 16 | AAPL | Apple Inc | 0% | +15.68% | Add |
| 17 | TSLA | Tesla Inc | 0% | +31.22% | Add |
| 18 | CAT | Caterpillar Inc | 0% | +3.53% | Add |
| 19 | VRRM | Verra Mobility CORP | 0% | NEW | New buy |
| 20 | CMPX | Compass Therapeutics Inc | 0% | NEW | New buy |
| 21 | LLY | Eli Lilly & Co | 0% | +10.89% | Add |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 0% | -1.31% | Trim |
| 23 | BFRG | Bullfrog Ai Holdings Inc | 0% | NEW | New buy |
| 24 | SNYR | Synergy Chc CORP | 0% | NEW | New buy |
| 25 | ACTU | Actuate Therapeutics Inc | 0% | NEW | New buy |
| 26 | PROP | Prairie Operating Co | 0% | NEW | New buy |
| 27 | GOOGL | Alphabet Inc-cl A | — | +3.08% | Add |
| 28 | MS | Morgan Stanley | — | +1.71% | Add |
| 29 | PM | Philip Morris International | — | +16.14% | Add |
| 30 | CTM | Castellum Inc | — | NEW | New buy |
| 31 | MGRX | Mangoceuticals Inc | — | NEW | New buy |
| 32 | DBGI | Digital Brands Group Inc | — | NEW | New buy |
| 33 | DFNS | T3 Defense Inc | — | NEW | New buy |
| 34 | ✓ | Wellgistics Health Inc | — | EXIT | Sold out |
| 35 | SQFTW | Presidio Property Trst -cw27 | — | EXIT | Sold out |
| 36 | RANI | Rani Therapeutics Holdings-a | — | — | Unchanged |
| 37 | BTOC | Armlogi Holding CORP | — | -9.31% | Trim |
| 38 | AMZN | Amazon.com Inc | 0% | +7.68% | Add |
| 39 | GOOG | Alphabet Inc-cl C | 0% | +1.34% | Add |
| 40 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +5.02% | Add |
| 41 | ETN | Eaton Corporation plc | 0% | +2.12% | Add |
| 42 | ABBV | Abbvie Inc | 0% | +2.49% | Add |
| 43 | JPM | Jpmorgan Chase & Co | 0% | +5.64% | Add |
| 44 | V | Visa Inc-class A Shares | 0% | +6.55% | Add |
| 45 | ALL | Allstate CORP | 0% | +5.83% | Add |
| 46 | VV | Vanguard Large-cap ETF | 0% | +0.28% | Add |
| 47 | HRTX | Heron Therapeutics Inc | 0% | EXIT | Sold out |
| 48 | REI | Ring Energy Inc | 0% | EXIT | Sold out |
| 49 | WTI | W&t Offshore Inc | 0% | -1.05% | Trim |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +5.74% | Add |
According to official SEC Form 13F filings, ACT Advisors, LLC. reported a total U.S. public equity portfolio value of $307.8M across 84 disclosed positions in Q2 2026.
During Q2 2026, ACT Advisors, LLC.'s top holdings by market value included DFAU (14.0%)、QQQM (10.9%)、AVEM (10.3%). The largest single position, DFAU, represented 14.0% 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.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, QQQM, AVEM) accounted for 52.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $1.2M
Top Position Liquidated / Trimmed
GJUN
前期市值: $1.4M
In Q2 2026, ACT Advisors, LLC. made 92 total portfolio adjustments, initiating 20 new buys, adding to 34 positions, trimming 24 holdings, and fully liquidating 14 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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