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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FSLR FIRST SOLAR INC Energy 14,007.0 $2.8M 0.61% NEW $197.26 +30.6%
2 HP HELMERICH & PAYNE INC Energy 5,912.0 $213K 0.05% NEW $36.03 -2.9%
3 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 213.0 $212K 0.05% NEW $996.43 -4.5%
4 VBIL VANGUARD INSTL INDEX FD 2,777.0 $210K 0.05% NEW $75.65 -0.1%
5 MRK MERCK & CO INC Healthcare 1,693.0 $204K 0.04% NEW $120.29 -5.3%

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%