Act Wealth Management Q2 2026 Portfolio Activity: Significant ETF Purchases Observed
Act Wealth Management, Llc increased its portfolio value by approximately $31 million this quarter. The analysis focuses on observable changes in holdings based on available data.
As of June 30th, 2026, Act Wealth Management, Llc has demonstrated notable activity within its investment strategy during the second quarter. While comprehensive portfolio performance details are not fully disclosed, examining the specific changes to individual positions provides valuable insights into their directional preferences.
Major Purchases Observed
The most significant change this quarter was a substantial increase in Act Wealth Management's position in Vanguard Index Funds ETF (VXF). The fund experienced an approximately 4.9% rise in shares, boosting its portfolio allocation to 15.38%. This suggests renewed confidence or strategic adjustment towards broad market exposure.
Additionally, the investor significantly expanded their holdings of SPDR Portfolio S&P 500 Trust ETF (VNQ), increasing shares by over 39% and raising its allocation to 4.75%. This large purchase indicates a strong preference for US equity exposure during this period.
The position in iShares Core U.S. Aggregate Bond Fund (AGG) also saw substantial growth, albeit with slightly lower visibility due to the symbol change from prior periods. Shares increased by about 2% and its allocation stands at 2.72%. Furthermore, a major purchase was noted for SPDR Gold Shares ETF (GLD), increasing shares by roughly 16.35%, adding another 4.21%% to the portfolio.
Moderate Increases and New Positions
Several other holdings showed moderate increases or were added for the first time this quarter, contributing to Act Wealth Management's overall strategy:
- Vanguard Index Funds ETF (VXF): Increased by approximately 4.9%, now representing about 15.38% of the portfolio.
- SELECT SECTOR SPDR TRUST (XLE): Showed a moderate increase, though specific percentage change is not provided for this exact position in changed_holdings data.
- SCHWAB STRATEGIC TRUST ETF (SCHF): Increased by about 0.25%, now holding approximately 7.48% of assets.
Other sectors also saw activity, including:
- PAYPAL HLDGS INC (PYPL): Increased by about 13.52%, now representing a small allocation of 0.22%.
Observed Reductions and Sector Shifts
The data also indicates reductions in certain sectors:
- SELECT SECTOR SPDR TRUST (XLF): Showed a decrease, though specific percentage change is not provided for this exact position in changed_holdings data.
Regarding sector allocation shifts:
- The portfolio's exposure to the 'Unknown' category decreased slightly from previous periods.
- Technology and Energy sectors saw minor increases, though specific percentage changes are not provided for these exact positions in changed_holdings data.
No Disclosures on Large Sells
The available information does not indicate any large-scale selling activities by Act Wealth Management during this quarter. While some holdings decreased or exited, the investor did not engage in significant portfolio liquidation as evidenced by the disclosed data.