Long-term investor
Act Wealth Management, LLC @actwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001814191).
Record
- Tracked since 2025-06-30 (471 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days +0.2% · 6 months +0.2% · 1 year -0.3% · all -0.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908652 · 13.9% · long · since 2025-09-30
- 921946406 · 12.5% · long · since 2025-09-30
- 464287622 · 9.8% · long · since 2025-09-30
- 46137V746 · 9.3% · long · since 2025-09-30
- 464286251 · 8.2% · long · since 2025-09-30
- 808524805 · 7.9% · long · since 2025-09-30
- 46434V803 · 7.2% · long · since 2025-09-30
- GLD · 5.3% · long · since 2025-09-30
- 922908553 · 4.6% · long · since 2025-12-31
- 81369Y506 · 3.0% · long · since 2025-09-30
- 464287226 · 2.8% · long · since 2025-09-30
- 81369Y605 · 2.7% · long · since 2025-09-30