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| Happy Holidays!! thanks for using AUM13F!! |
| ACT Wealth Management LLC
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| CRD # | 155131 |
| SEC # | 801-71924 |
| CIK # | 0001814191 |
| AUM | $460.9 M (2025-02-26) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 214-618-2022 |
| Address | One Bethany East Allen, TX 75013 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 22.6 | ||
| Apple Inc | 5.5 | ||
| Exxon Mobil Corp | 2.0 | ||
| Tesla Motors Inc | 1.7 | ||
| Microsoft Corp | 1.4 | ||
| Intuit Inc | 1.0 | ||
| VISA Inc | 1.0 | ||
| Chevron Corp | 0.7 | ||
| Discovery Communications Inc | 0.6 | ||
| Nvidia Corp | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 18.3 |
| (b) Individuals (high net worth individuals) | 199 | 442.6 |
| (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 | 0 | 0.0 |
| (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 | 564 | 460.9 |
| By Discretionary | ||
| Discretionary | 562 | 460.0 |
| Non-Discretionary | 2 | 0.9 |
| Total | 564 | 460.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 460.2 | |
| Total | 564 | 460.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001814191] |
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|---|---|---|
|
Prism Advisors Inc
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CA | 0.5 |
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Autopilot Advisers LLC
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|
NY | 0.5 |
|
Oakwell Private Wealth Management LLC
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TX | 0.5 |
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Aquire Wealth Advisors LLC
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UT | 0.5 |
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Lifemark Securities Corp
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NY | 0.5 |
|
Pinnacle Wealth Advisors Inc
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OR | 0.5 |
|
Synergy Investment Management LLC
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|
FL | 0.5 |
|
Evergreen Wealth Solutions LLC
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|
PA | 0.5 |
|
van Leeuwen & Associates Inc
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|
KY | 0.5 |
|
Lowe Wealth Advisors LLC
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|
MD | 0.5 |