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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 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EMR EMERSON ELEC CO Industrials 4,986.0 $714K 0.14% +364.0 +7.9% $143.15 +10.0%
42 PM PHILIP MORRIS INTL INC Consumer Defensive 3,726.0 $674K 0.13% +313.0 +9.2% $180.91 +6.1%
43 CME CME GROUP INC Financial Services 3,010.0 $665K 0.13% +848.0 +39.2% $220.83 +26.5%
44 KO COCA COLA CO Consumer Defensive 7,447.0 $605K 0.12% +765.0 +11.4% $81.27 +13.5%
45 SRLN SSGA ACTIVE ETF TR 14,758.0 $595K 0.11% +6K +67.0% $40.29 +0.8%
46 ALL ALLSTATE CORP Financial Services 2,401.0 $571K 0.11% +320.0 +15.4% $237.94 +8.7%
47 ENB ENBRIDGE INC Energy 10,151.0 $550K 0.10% +911.0 +9.9% $54.21 -8.1%
48 DUK DUKE ENERGY CORP NEW Utilities 4,321.0 $547K 0.10% +762.0 +21.4% $126.58 -4.7%
49 SPTM SPDR SERIES TRUST 6,021.0 $547K 0.10% +291.0 +5.1% $90.79 +2.0%
50 AVGO BROADCOM INC Technology 1,407.0 $531K 0.10% +74.0 +5.5% $377.75 -4.3%
51 TSLL DIREXION SHARES ETF TRUST 36,000.0 $510K 0.10% +1K +2.9% $14.16 -34.2%
52 USHY ISHARES TR 13,474.0 $499K 0.10% +1K +11.8% $37.02 -0.5%
53 IDU ISHARES TR 4,019.0 $461K 0.09% +299.0 +8.0% $114.61 -4.8%
54 WMT WALMART INC Consumer Defensive 4,042.0 $458K 0.09% +780.0 +23.9% $113.26 -7.6%
55 T AT&T INC Communication Services 21,794.0 $451K 0.09% +5K +27.9% $20.70 +23.2%
56 VZ VERIZON COMMUNICATIONS INC Communication Services 10,477.0 $444K 0.09% +2K +18.8% $42.34 +17.3%
57 NVDY TIDAL TRUST II 35,613.0 $443K 0.09% +21K +144.6% $12.44 -1.9%
58 HST HOST HOTELS & RESORTS INC Real Estate 17,436.0 $413K 0.08% +610.0 +3.6% $23.71 -2.3%
59 HAS HASBRO INC Consumer Cyclical 4,938.0 $408K 0.08% +1K +29.9% $82.59 +14.3%
60 MO ALTRIA GROUP INC Consumer Defensive 5,602.0 $403K 0.08% +758.0 +15.7% $71.95 -5.3%
Page 3 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%