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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 2 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMD ADVANCED MICRO DEVICES INC Technology 15,492.0 $3.2M 0.69% +268.0 +1.8% $203.42 +164.2%
22 DDOG DATADOG INC Technology 25,102.0 $3.0M 0.65% +7K +35.7% $118.05 +88.9%
23 MTG MGIC INVT CORP WIS Financial Services 110,665.0 $2.9M 0.64% +15K +15.2% $26.25 -0.7%
24 IYW ISHARES TR 15,612.0 $2.8M 0.62% +1K +8.8% $181.42 +39.8%
25 SCHR SCHWAB STRATEGIC TR 111,250.0 $2.8M 0.61% +9K +8.6% $24.91 -1.2%
26 XLP SELECT SECTOR SPDR TR 33,784.0 $2.8M 0.61% +2K +7.2% $81.98 +1.6%
27 PGR PROGRESSIVE CORP Financial Services 13,049.0 $2.6M 0.57% +2K +23.1% $198.23 +3.3%
28 SYY SYSCO CORP Consumer Defensive 34,035.0 $2.4M 0.53% +428.0 +1.3% $71.33 +10.3%
29 SPMB SPDR SERIES TRUST 96,061.0 $2.2M 0.47% +24K +32.6% $22.39 -0.4%
30 SCHB SCHWAB STRATEGIC TR 82,652.0 $2.1M 0.46% +2K +2.9% $25.10 +15.4%
31 IYH ISHARES TR 20,153.0 $1.2M 0.27% +3K +17.4% $61.64 +1.7%
32 VDC VANGUARD WORLD FD 5,259.0 $1.2M 0.26% +2K +64.9% $224.59 +0.7%
33 GILD GILEAD SCIENCES INC Healthcare 5,287.0 $737K 0.16% +315.0 +6.3% $139.37 -11.2%
34 VTIP VANGUARD MALVERN FDS 13,990.0 $699K 0.15% +992.0 +7.6% $49.95 +0.5%
35 BMY BRISTOL-MYERS SQUIBB CO Healthcare 11,067.0 $671K 0.15% +539.0 +5.1% $60.65 -11.0%
36 ABBV ABBVIE INC Healthcare 2,965.0 $645K 0.14% +195.0 +7.0% $217.49 -0.5%
37 CME CME GROUP INC Financial Services 2,162.0 $639K 0.14% +257.0 +13.5% $295.35 -16.6%
38 SPG SIMON PPTY GROUP INC NEW Real Estate 3,371.0 $629K 0.14% +505.0 +17.6% $186.53 +13.3%
39 D DOMINION ENERGY INC Utilities 9,893.0 $612K 0.13% +1K +15.5% $61.82 +10.7%
40 TFC TRUIST FINL CORP Financial Services 13,285.0 $611K 0.13% +2K +18.8% $45.97 +5.1%
Page 2 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%