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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 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BBY BEST BUY INC Consumer Cyclical 5,290.0 $401K 0.08% +559.0 +11.8% $75.88 +15.5%
62 TPR TAPESTRY INC Consumer Cyclical 2,742.0 $401K 0.08% +411.0 +17.6% $146.38 -9.8%
63 IVZ INVESCO LTD Financial Services 14,969.0 $395K 0.08% +2K +12.8% $26.39 +23.4%
64 UPS UNITED PARCEL SVCS INC Industrials 3,536.0 $380K 0.07% +596.0 +20.3% $107.50 -5.0%
65 XOM EXXON MOBIL CORP Energy 2,731.0 $373K 0.07% +545.0 +24.9% $136.73 +19.9%
66 HPQ HP INC Technology 17,012.0 $373K 0.07% +943.0 +5.9% $21.94 +33.3%
67 VRSN VERISIGN INC Technology 1,479.0 $372K 0.07% +118.0 +8.7% $251.56 +15.0%
68 DOC HEALTHPEAK PROPERTIES INC Real Estate 16,288.0 $349K 0.07% +1K +9.3% $21.40 +0.7%
69 CVX CHEVRON CORPORATION Energy 2,054.0 $340K 0.07% +380.0 +22.7% $165.76 +23.0%
70 FAST FASTENAL CO Industrials 6,713.0 $322K 0.06% +1K +21.8% $48.03 +8.3%
71 VST VISTRA CORP Utilities 1,775.0 $282K 0.05% +302.0 +20.5% $158.63 -14.5%
72 PFE PFIZER INC Healthcare 11,690.0 $282K 0.05% +2K +15.2% $24.08 +16.0%
73 MRK MERCK & CO INC Healthcare 1,970.0 $253K 0.05% +277.0 +16.4% $128.50 +16.8%
74 CVNA CARVANA CO Consumer Cyclical 3,275.0 $216K 0.04% +3K +400.0% $65.82 +8.7%
75 ANGX ANGEL STUDIOS INC. Communication Services 24,017.0 $88K 0.02% +1K +5.5% $3.67 +22.3%
Page 4 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%