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Aryn Sands

Act Wealth Management, Llc

Assets Managed
$297.829M
Holdings
62
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
-2.58%(2Q avg: 2.29%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Act Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 62 positions.

Assets under management

The assets under management (AUM) of Act Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 297.829M in assets, with a quarterly growth rate of -2.58% and a 2-quarter average growth rate of 2.29%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VXF
Vanguard Extended Market Etf
Recent Activity
Decreased -0.36%
14.01%
$41.711M
202,679 shares@ $205.8 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -0.71%
13.37%
$39.805M
268,772 shares@ $148.11 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Increased 2.08%
9.3%
$27.687M
77,651 shares@ $356.57 avg price
PWB
Invesco Large Cap Growth Etf
Recent Activity
Increased 2%
8.98%
$26.725M
212,221 shares@ $125.94 avg price
CEMB
Ishares Jp Morgan Em Corpora
Recent Activity
Increased 4.98%
8.68%
$25.846M
570,801 shares@ $45.29 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -1.1%
7.62%
$22.684M
916,518 shares@ $24.75 avg price
HEFA
Isha Curr Hedged Msci Eafe
Recent Activity
Decreased -0.42%
7.39%
$21.999M
517,694 shares@ $42.5 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -53.31%
4.83%
$14.381M
33,422 shares@ $430.29 avg price
XLE
Energy Select Sector Spdr
Recent Activity
Decreased -0.75%
3.83%
$11.4M
186,092 shares@ $61.26 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 19.92%
3.58%
$10.662M
120,199 shares@ $88.7 avg price

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