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| Happy Holidays!! thanks for using AUM13F!! |
| ACT Two Investors LLC
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| CRD # | 294046 |
| SEC # | 801-112940 |
| CIK # | 0001766907 |
| AUM | $581.4 M (2025-03-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 831-226-2915 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 74.9 | ||
| Alphabet Inc | 47.0 | ||
| Amazon Com Inc | 41.4 | ||
| VISA Inc | 37.7 | ||
| Metropcs Communications Inc | 37.2 | ||
| Northeast Utilities | 27.8 | ||
| Quintiles Transnational Holdings Inc | 26.5 | ||
| Astrazeneca PLC | 25.5 | ||
| Fiserv Inc | 24.5 | ||
| Apple Inc | 17.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 7.9 |
| (b) Individuals (high net worth individuals) | 260 | 566.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 7.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 304 | 581.4 |
| By Discretionary | ||
| Discretionary | 304 | 581.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 304 | 581.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 581.4 | |
| Total | 304 | 581.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001766907] |
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|---|---|---|
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VSM Wealth Advisory LLC
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MD | 0.6 |
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Satis Asset Management Ltd
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0.6 | |
|
Dream Capital Advisors LLC
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IL | 0.6 |
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Weber Asset Management Inc
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NY | 0.6 |
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Elevation Wealth Partners LLC
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CA | 0.6 |
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Encompass More Asset Management LLC
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CA | 0.6 |
|
The H Group Inc
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OR | 0.6 |
|
Murphy Pohlad Asset Management LLC
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|
MN | 0.6 |
|
McGowan & Co LLP
✚
|
PA | 0.6 |
|
Old Peak Finance LLC
✚
|
NC | 0.6 |