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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 3 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 3,806.0 $3.7M 0.70% $965.00 -11.9%
42 SAN BANCO SANTANDER SA Financial Services 248,524.0 $3.4M 0.66% +4K +1.7% $13.80 +5.7%
43 XLU SELECT SECTOR SPDR TR 72,343.0 $3.3M 0.63% +2K +2.6% $45.34 -5.7%
44 SYY SYSCO CORP Consumer Defensive 38,326.0 $3.2M 0.61% +4K +12.6% $83.58 +0.6%
45 FSLR FIRST SOLAR INC Energy 13,522.0 $3.2M 0.61% -485.0 -3.5% $235.96 -9.2%
46 INSTALLED BLDG PRODS INC 13,860.0 $3.2M 0.61% +4K +34.8% $229.84
47 VBIL VANGUARD INSTL INDEX FD 41,629.0 $3.2M 0.60% +39K +1399.1% $75.68 -0.0%
48 GM GENERAL MTRS CO Consumer Cyclical 40,795.0 $3.1M 0.60% +2K +6.3% $77.08 +14.1%
49 PGR PROGRESSIVE CORP Financial Services 14,232.0 $3.1M 0.59% +1K +9.1% $218.45 +0.4%
50 XLP SELECT SECTOR SPDR TR 36,323.0 $3.0M 0.58% +3K +7.5% $83.07 +3.5%
51 COP CONOCOPHILLIPS Energy 28,778.0 $3.0M 0.57% +3K +11.0% $103.96 +29.7%
52 AAPL APPLE INC Technology 9,612.0 $2.8M 0.53% +259.0 +2.8% $289.35 +6.9%
53 ISRG INTUITIVE SURGICAL INC Healthcare 6,965.0 $2.8M 0.53% NEW $397.68 -4.7%
54 SNDK SANDISK CORP Technology 1,212.0 $2.8M 0.53% NEW $2273.73 -29.8%
55 MINT PIMCO ETF TR 25,906.0 $2.6M 0.50% -9K -24.9% $100.81 -0.1%
56 MU MICRON TECHNOLOGY INC Technology 2,259.0 $2.6M 0.50% NEW $1154.29 -16.2%
57 NOC NORTHROP GRUMMAN CORP Industrials 5,104.0 $2.6M 0.50% +1K +30.4% $509.32 +8.2%
58 FTXL FIRST TR EXCHANGE TRADED FD 8,248.0 $2.4M 0.45% -2K -22.9% $284.95 -20.6%
59 VPU VANGUARD WORLD FD 11,799.0 $2.3M 0.44% -3K -17.5% $195.73 -5.5%
60 CLOI VANECK ETF TRUST 42,918.0 $2.3M 0.43% -7K -14.4% $52.95 -0.1%
Page 3 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%