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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 2 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JBBB JANUS DETROIT STR TR 144,417.0 $6.7M 1.48% $46.60 +1.7%
22 MSFT MICROSOFT CORP Technology 17,648.0 $6.5M 1.43% +4K +26.9% $370.17 +2.5%
23 ACWX ISHARES TR 93,786.0 $6.4M 1.41% +532.0 +0.6% $68.47 +12.6%
24 VEU VANGUARD INTL EQUITY INDEX F 84,996.0 $6.4M 1.40% -2K -2.5% $75.10 +13.1%
25 FTSL FIRST TR EXCHANGE-TRADED FD 141,313.0 $6.3M 1.39% +14K +11.3% $44.80 +0.4%
26 FTEC FIDELITY COVINGTON TRUST 29,907.0 $6.2M 1.37% -5K -13.2% $208.05 +37.7%
27 SOXX ISHARES TR 18,281.0 $6.0M 1.32% -487.0 -2.6% $328.45 +94.7%
28 PHYL PGIM ETF TR 149,093.0 $5.2M 1.13% +2K +1.4% $34.63 +1.4%
29 FSTA FIDELITY COVINGTON TRUST 93,828.0 $4.9M 1.08% -17K -15.2% $52.33 +0.2%
30 XLRE SELECT SECTOR SPDR TR 114,161.0 $4.7M 1.02% -10K -7.7% $40.83 +7.4%
31 RWR SPDR SERIES TRUST 37,490.0 $3.8M 0.83% +864.0 +2.4% $100.97 +9.5%
32 XLV SELECT SECTOR SPDR TR 25,702.0 $3.8M 0.83% +337.0 +1.3% $146.61 +1.9%
33 TSLA TESLA INC Consumer Cyclical 9,953.0 $3.7M 0.81% -618.0 -5.8% $371.75 +7.7%
34 ARM ARM HOLDINGS PLC Technology 23,882.0 $3.6M 0.79% +1K +6.6% $151.28 +190.5%
35 GOOGL ALPHABET INC Communication Services 12,199.0 $3.5M 0.77% +693.0 +6.0% $287.57 +28.0%
36 MINT PIMCO ETF TR 34,502.0 $3.5M 0.76% -8K -19.3% $100.57 +0.1%
37 COP CONOCOPHILLIPS Energy 25,931.0 $3.4M 0.75% -4K -13.1% $132.00 -18.4%
38 AMZN AMAZON COM INC Consumer Cyclical 16,092.0 $3.4M 0.74% +2K +13.5% $208.25 +17.4%
39 DVN DEVON ENERGY CORP NEW Energy 65,365.0 $3.3M 0.72% -9K -12.2% $50.32 -16.3%
40 XLU SELECT SECTOR SPDR TR 70,473.0 $3.2M 0.71% +2K +3.5% $45.89 -2.5%
Page 2 of 8  ·  145 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%