True Wealth Design’s Enact Holdings ACT Stock Holding History

True Wealth Design’s Portfolio ACT Stock Details ACT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.6K	Sell	428 -7	-2%	-$299	﹤0.01%	814
2026 Q1	$17.8K	Hold	435	–	–	﹤0.01%	764
2025 Q4	$17.2K	Buy	435 +6	+1%	+$226	0.01%	660
2025 Q3	$16.4K	Sell	429 -87	-17%	-$3.23K	0.01%	674
2025 Q2	$19.2K	Hold	516	–	–	0.01%	392
2025 Q1	$17.9K	Buy	516 +187	+57%	+$6.25K	0.01%	361
2024 Q4	$10.7K	Buy	329 +326	+10,867%	+$11.3K	﹤0.01%	412
2024 Q3	$109	Buy	+3	New	+$102	﹤0.01%	1221

Other funds holding ACT

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return