Portfolio (Quarterly) Guide ↗

ACT WEALTH MANAGEMENT, LLC

· CIK 0001814191

13F Portfolio $298M AUM 62 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 23 Added 18 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	WBD	WARNER BROS DISCOVERY INC	Communication Services	30,370	$875K	0.29%	SOLD
2	BX	BLACKSTONE INC	Financial Services	1,407	$217K	0.07%	SOLD
3	WFC	WELLS FARGO CO NEW	Financial Services	2,167	$202K	0.07%	SOLD
4	PLUG	PLUG POWER INC	Industrials	12,000	$24K	0.01%	SOLD

Sector Allocation

Financial Services 48.0%

Technology 25.4%

Energy 12.8%

Consumer Cyclical 5.9%

Industrials 3.4%

Consumer Defensive 1.8%

Healthcare 1.6%

Basic Materials 1.2%