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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 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SRLN SSGA ACTIVE ETF TR 8,839.0 $355K 0.08% -2K -17.1% $40.14 +0.6%
42 STIP ISHARES TR 3,344.0 $346K 0.08% -135.0 -3.9% $103.43 -1.3%
43 VRSN VERISIGN INC Technology 1,361.0 $338K 0.07% -49.0 -3.5% $248.36 +6.6%
44 PKG PACKAGING CORP AMER Consumer Cyclical 1,577.0 $335K 0.07% -10.0 -0.6% $212.22 +7.9%
45 MBB ISHARES TR 3,472.0 $330K 0.07% -41.0 -1.2% $94.95 -0.5%
46 TPR TAPESTRY INC Consumer Cyclical 2,331.0 $329K 0.07% -40.0 -1.7% $141.11 +1.7%
47 UPS UNITED PARCEL SVCS INC Industrials 2,940.0 $289K 0.06% -746.0 -20.2% $98.38 +6.6%
48 FAST FASTENAL CO Industrials 5,513.0 $256K 0.06% -3K -35.8% $46.40 -1.1%
49 VST VISTRA CORP Utilities 1,473.0 $221K 0.05% -338.0 -18.7% $150.33 +8.9%
50 EXR EXTRA SPACE STORAGE INC Real Estate 1,614.0 $212K 0.05% -36.0 -2.2% $131.16 +10.8%
51 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 695.0 $203K 0.04% -306.0 -30.6% $292.75 +32.7%
52 ANGX ANGEL STUDIOS INC Communication Services 22,776.0 $69K 0.01% -888.0 -3.8% $3.05 +4.9%
Page 3 of 3  ·  52 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%