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 (434 days), 34 trades recorded
- Returns: week n/a · month n/a · 90 days +9.8% · 6 months +12.7% · 1 year +21.0% · all +21.0%
- Max drawdown 0.0% · Sharpe 1.57 · win rate 27% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908652 · 15.4% · long · since 2025-06-30
- 921946406 · 12.6% · long · since 2025-06-30
- 46137V746 · 10.7% · long · since 2025-09-30
- 464287622 · 9.8% · long · since 2025-06-30
- 464286251 · 8.0% · long · since 2025-06-30
- 808524805 · 7.5% · long · since 2025-06-30
- 46434V803 · 7.2% · long · since 2025-06-30
- 922908553 · 4.7% · long · since 2025-12-31
- GLD · 4.2% · long · since 2025-06-30
- 464287226 · 2.7% · long · since 2025-06-30
- 81369Y605 · 2.7% · long · since 2025-06-30
- 81369Y506 · 2.5% · long · since 2025-06-30
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