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Portfolio (Quarterly) Guide ↗

Adams Wealth Management

· CIK 0001803084
13F Portfolio $455M AUM 145 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 67 Added 52 Reduced 40 Exited
Page 1 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 41,716.0 $27.2M 5.98% +463.0 +1.1% $653.21 +14.8%
2 VNM VANECK ETF TRUST 783,876.0 $13.6M 2.98% +44K +6.0% $17.31 +6.0%
3 CLOA BLACKROCK ETF TRUST II 195,397.0 $10.1M 2.22% +2K +1.1% $51.84 +0.1%
4 VGIT VANGUARD SCOTTSDALE FDS 141,247.0 $8.4M 1.85% +857.0 +0.6% $59.55 -1.2%
5 IVOL KRANESHARES TRUST 443,506.0 $8.3M 1.82% +24K +5.7% $18.71 -7.5%
6 XLK SELECT SECTOR SPDR TR 59,902.0 $8.0M 1.75% +698.0 +1.2% $132.90 +44.0%
7 EWI ISHARES INC 148,756.0 $7.9M 1.75% +2K +1.4% $53.42 +13.4%
8 XCCC BONDBLOXX ETF TRUST 216,506.0 $7.9M 1.73% +12K +6.1% $36.40 +1.0%
9 VV VANGUARD INDEX FDS 24,427.0 $7.3M 1.60% +11K +83.0% $298.85 +15.4%
10 NVDA NVIDIA CORPORATION Technology 38,911.0 $6.8M 1.49% +691.0 +1.8% $174.40 +20.8%
11 MSFT MICROSOFT CORP Technology 17,648.0 $6.5M 1.43% +4K +26.9% $370.17 +2.5%
12 ACWX ISHARES TR 93,786.0 $6.4M 1.41% +532.0 +0.6% $68.47 +12.6%
13 FTSL FIRST TR EXCHANGE-TRADED FD 141,313.0 $6.3M 1.39% +14K +11.3% $44.80 +0.4%
14 PHYL PGIM ETF TR 149,093.0 $5.2M 1.13% +2K +1.4% $34.63 +1.4%
15 RWR SPDR SERIES TRUST 37,490.0 $3.8M 0.83% +864.0 +2.4% $100.97 +9.5%
16 XLV SELECT SECTOR SPDR TR 25,702.0 $3.8M 0.83% +337.0 +1.3% $146.61 +1.9%
17 ARM ARM HOLDINGS PLC Technology 23,882.0 $3.6M 0.79% +1K +6.6% $151.28 +190.5%
18 GOOGL ALPHABET INC Communication Services 12,199.0 $3.5M 0.77% +693.0 +6.0% $287.57 +28.0%
19 AMZN AMAZON COM INC Consumer Cyclical 16,092.0 $3.4M 0.74% +2K +13.5% $208.25 +17.4%
20 XLU SELECT SECTOR SPDR TR 70,473.0 $3.2M 0.71% +2K +3.5% $45.89 -2.5%
Page 1 of 4  ·  67 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.8%
Consumer Cyclical 13.3%
Energy 12.4%
Financial Services 12.3%
Communication Services 6.9%
Industrials 5.6%
Consumer Defensive 5.1%
Healthcare 3.5%
Real Estate 1.6%
Utilities 1.5%