ACT WEALTH MANAGEMENT, LLC
RIA/Wealth
ACT WEALTH MANAGEMENT, LLC is a RIA/Wealth based in Allen, TX led by Kally Jo Alkire, reporting $460.9M in AUM as of Q3 2025 with 83% ETF concentration and 85% concentrated in top 10 holdings.
PresidentKally Jo Alkire
- Portfolio Value
- $284.9M
- Positions
- 56
- Top Holding
- VXF at 14.64%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in ACT WEALTH MANAGEMENT, LLC's portfolio (85.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $41.7M | 14.64% | -$156.6K Sold | — 199.3K shares | |
ETF ETF | $37.2M | 13.07% | +$1.6M Bought | — 264.2K shares | |
ETF ETF | $28.6M | 10.03% | +$482.8K Bought | — 78.2K shares | |
Unknown Unknown | $28.0M | 9.84% | +$1.6M Bought | — 78.9K shares | |
ETF ETF | $24.4M | 8.57% | +$24.4M New | — 194.6K shares | |
ETF ETF | $23.7M | 8.32% | +$1.6M Bought | — 512.9K shares | |
ETF ETF | $21.1M | 7.41% | +$906.2K Bought | — 906.9K shares | |
ETF ETF | $20.7M | 7.26% | +$1.4M Bought | — 521.9K shares | |
ETF ETF | $8.7M | 3.04% | +$284.5K Bought | — 86.4K shares | |
ETF ETF | $8.4M | 2.94% | +$431.7K Bought | — 155.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in ACT WEALTH MANAGEMENT, LLC's latest filing
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Market Value
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for ACT WEALTH MANAGEMENT, LLC
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