ACT WEALTH MANAGEMENT, LLC
Top Portfolio Positions
34 positions ·
$36,597,198 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
33,422 | $14,381,152 | 39.30% | |
| AAPL |
Apple Inc.
Technology
|
24,116 | $6,120,399 | 16.72% | |
| XOM |
Exxon Mobil Corp
Energy
|
17,545 | $2,976,684 | 8.13% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
4,913 | $1,826,407 | 4.99% | |
| MSFT |
Microsoft Corp
Technology
|
2,544 | $941,712 | 2.57% | |
| CVX |
Chevron Corp
Energy
|
4,121 | $852,634 | 2.33% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,693 | $811,285 | 2.22% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
15,476 | $699,979 | 1.91% | |
| V |
Visa Inc.
Financial Services
|
2,235 | $675,506 | 1.85% | |
| NVDA |
Nvidia Corp
Technology
|
3,532 | $615,980 | 1.68% |
Portfolio Trend
22 quarters · across all stocks
Holdings in ATOM
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,100 | 10,000 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $22,100 | 10,000 | Shares | Sole | 2026-01-15 | |
| No 13F history on record for this holder in this stock. | ||||||