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Portfolio (Quarterly) Guide ↗

Adams Wealth Management

· CIK 0001803084
13F Portfolio $522M AUM 147 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 75 Added 54 Reduced 6 Exited
Page 2 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VBIL VANGUARD INSTL INDEX FD 41,629.0 $3.2M 0.60% +39K +1399.1% $75.68 -0.0%
22 GM GENERAL MTRS CO Consumer Cyclical 40,795.0 $3.1M 0.60% +2K +6.3% $77.08 +12.6%
23 PGR PROGRESSIVE CORP Financial Services 14,232.0 $3.1M 0.59% +1K +9.1% $218.45 +2.6%
24 XLP SELECT SECTOR SPDR TR 36,323.0 $3.0M 0.58% +3K +7.5% $83.07 +5.1%
25 COP CONOCOPHILLIPS Energy 28,778.0 $3.0M 0.57% +3K +11.0% $103.96 +29.7%
26 AAPL APPLE INC Technology 9,612.0 $2.8M 0.53% +259.0 +2.8% $289.35 +8.1%
27 NOC NORTHROP GRUMMAN CORP Industrials 5,104.0 $2.6M 0.50% +1K +30.4% $509.32 +8.0%
28 VDC VANGUARD WORLD FD 5,548.0 $1.3M 0.24% +289.0 +5.5% $225.49 +4.3%
29 META META PLATFORMS INC Communication Services 1,790.0 $1.0M 0.19% +257.0 +16.8% $563.29 -2.1%
30 HYG ISHARES TR 11,763.0 $941K 0.18% +2K +19.3% $79.97 -0.4%
31 VTIP VANGUARD MALVERN FDS 17,340.0 $871K 0.17% +3K +23.9% $50.23 -0.9%
32 GILD GILEAD SCIENCES INC Healthcare 6,766.0 $855K 0.16% +1K +28.0% $126.34 +15.1%
33 SPG SIMON PPTY GROUP INC NEW Real Estate 3,811.0 $852K 0.16% +440.0 +13.1% $223.65 -1.6%
34 BMY BRISTOL-MYERS SQUIBB CO Healthcare 14,065.0 $810K 0.15% +3K +27.1% $57.62 +16.0%
35 TFC TRUIST FINL CORP Financial Services 16,235.0 $809K 0.15% +3K +22.2% $49.82 +2.7%
36 GOOG ALPHABET INC 2,274.0 $803K 0.15% +130.0 +6.1% $353.29
37 ABBV ABBVIE INC Healthcare 3,177.0 $799K 0.15% +212.0 +7.2% $251.64 +4.8%
38 MBB ISHARES TR 8,259.0 $781K 0.15% +5K +137.9% $94.52 -1.3%
39 D DOMINION ENERGY INC Utilities 11,091.0 $757K 0.14% +1K +12.1% $68.29 -2.7%
40 IBM INTERNATIONAL BUSINESS MACHS Technology 2,689.0 $756K 0.14% +387.0 +16.8% $281.21 -17.6%
Page 2 of 4  ·  75 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 44.8%
Financial Services 14.9%
Consumer Cyclical 11.4%
Energy 6.1%
Communication Services 5.3%
Healthcare 5.3%
Industrials 4.9%
Consumer Defensive 4.4%
Real Estate 1.5%
Utilities 1.3%