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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 2 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION Technology 39,193.0 $7.8M 1.50% +282.0 +0.7% $200.09 +4.5%
22 MSFT MICROSOFT CORP Technology 19,388.0 $7.2M 1.39% +2K +9.9% $373.03 +30.9%
23 FTSL FIRST TR EXCHANGE-TRADED FD 157,438.0 $7.0M 1.35% +16K +11.4% $44.75 +0.0%
24 VEU VANGUARD INTL EQUITY INDEX F 83,265.0 $7.0M 1.33% -2K -2.0% $83.75 +1.6%
25 JBBB JANUS DETROIT STR TR 138,199.0 $6.5M 1.25% -6K -4.3% $47.35 +0.3%
26 AMD ADVANCED MICRO DEVICES INC Technology 10,658.0 $6.2M 1.19% -5K -31.2% $580.94 -21.5%
27 ACWX ISHARES TR 80,695.0 $6.1M 1.18% -13K -14.0% $76.11 +1.6%
28 PHYL PGIM ETF TR 155,126.0 $5.4M 1.04% +6K +4.0% $34.88 -0.2%
29 ARM ARM HOLDINGS PLC Technology 15,251.0 $5.4M 1.03% -9K -36.1% $354.57 -33.4%
30 FSTA FIDELITY COVINGTON TRUST 95,871.0 $5.0M 0.96% +2K +2.2% $52.54 +4.2%
31 DDOG DATADOG INC Technology 18,986.0 $4.9M 0.95% -6K -24.4% $260.36 -11.7%
32 TSLA TESLA INC Consumer Cyclical 11,723.0 $4.9M 0.94% +2K +17.8% $420.60 -14.8%
33 XLRE SELECT SECTOR SPDR TR 111,357.0 $4.9M 0.94% -3K -2.5% $44.03 +2.2%
34 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 8,999.0 $4.3M 0.82% -540.0 -5.7% $477.56 -15.1%
35 RWR SPDR SERIES TRUST 37,950.0 $4.3M 0.82% +460.0 +1.2% $112.97 +1.3%
36 GOOGL ALPHABET INC Communication Services 11,914.0 $4.3M 0.81% -285.0 -2.3% $357.38 -2.1%
37 XLV SELECT SECTOR SPDR TR 26,357.0 $4.2M 0.80% +655.0 +2.5% $158.66 +9.6%
38 VGIT VANGUARD SCOTTSDALE FDS 70,398.0 $4.2M 0.80% -71K -50.2% $58.98 -1.0%
39 IYW ISHARES TR 15,323.0 $3.9M 0.74% -289.0 -1.9% $252.23 -3.4%
40 AMZN AMAZON COM INC Consumer Cyclical 15,586.0 $3.7M 0.71% -506.0 -3.1% $238.35 +9.7%
Page 2 of 8  ·  147 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%