test

Aryn Sands

Act Wealth Management, Llc

Assets Managed
$340.3M
Holdings
64
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
14.27%(2Q avg: 5.84%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Act Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 64 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 340.3M in assets, with a quarterly growth rate of 14.27% and a 2-quarter average growth rate of 5.84%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VXF
Vanguard Extended Market Etf
Recent Activity
Increased 4.92%
15.39%
$52.353M
212,634 shares@ $246.21 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 0.6%
12.56%
$42.727M
270,374 shares@ $158.04 avg price
PWB
Invesco Large Cap Growth Etf
Recent Activity
Increased 1.42%
10.66%
$36.256M
215,222 shares@ $168.46 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Increased 4.91%
9.81%
$33.357M
81,458 shares@ $409.51 avg price
CEMB
Ishares Jp Morgan Em Corpora
Recent Activity
Increased 3.9%
7.96%
$27.072M
593,035 shares@ $45.65 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 0.25%
7.48%
$25.451M
918,793 shares@ $27.71 avg price
HEFA
Isha Curr Hedged Msci Eafe
Recent Activity
Increased 0.27%
7.16%
$24.357M
519,062 shares@ $46.93 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 39.38%
4.75%
$16.154M
167,524 shares@ $96.43 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 16.36%
4.21%
$14.326M
38,888 shares@ $368.38 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 2.02%
2.73%
$9.263M
93,582 shares@ $98.98 avg price

1-10 of 64