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ACT Wealth Management is based out of Plano. ACT Wealth Management is a large advisory firm with 193 clients and discretionary assets under management (AUM) of $289,002,858 (Form ADV from 2020-06-30). Their last reported 13F filing for Q1 2021 included $154,956,000 in managed 13F securities and a top 10 holdings concentration of 94.17%. ACT Wealth Management's largest holding is Vanguard Extended Market Index ETF with shares held of 148,781. Whalewisdom has at least 2 13F filings

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13F Activity

  • Market Value $154.956 Million
  • Prior Market Value $155.675 Million
  • New Purchases6 stocks
  • Additional Purchases11 stocks
  • Sold out of2 stocks
  • Reduced holdings in13 stocks
  • Top 10 Holdings % 94.17 %
  • Turnover % [1]:23.53%
  • Turnover Alt % [2]: 3.88 %
  • Time Held Top20:0.90 quarters
  • Time Held Top10:1.00 quarters
  • Time Held All:0.82 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-02-16

Performance for Q4 2020: 14.62%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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View Last Form Adv Compilation Report on Record

PLANO TX    75024-7215
Country: United States

Business Phone: 214-618-2022
Fax: 214-919-4896
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: TX
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 193
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year


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