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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 4 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHB SCHWAB STRATEGIC TR 74,350.0 $2.2M 0.41% -8K -10.0% $28.96 +2.1%
62 VMBS VANGUARD SCOTTSDALE FDS 39,998.0 $1.9M 0.36% -4K -9.1% $46.81 -1.2%
63 SPMB SPDR SERIES TRUST 78,165.0 $1.7M 0.33% -18K -18.6% $22.31 -1.3%
64 VHT VANGUARD WORLD FD 5,756.0 $1.7M 0.33% -3K -31.6% $299.01 +9.4%
65 BIL SPDR SERIES TRUST 18,560.0 $1.7M 0.33% -6K -24.5% $91.64 -0.0%
66 LITE LUMENTUM HLDGS INC Technology 1,759.0 $1.5M 0.29% NEW $858.06 -3.5%
67 COHR COHERENT CORP Technology 3,812.0 $1.5M 0.29% NEW $394.47 -30.0%
68 IYH ISHARES TR 19,830.0 $1.3M 0.25% -323.0 -1.6% $67.01 +10.1%
69 VDC VANGUARD WORLD FD 5,548.0 $1.3M 0.24% +289.0 +5.5% $225.49 +4.3%
70 SCHR SCHWAB STRATEGIC TR 50,623.0 $1.2M 0.24% -61K -54.5% $24.66 -1.0%
71 FLOT ISHARES TR 21,374.0 $1.1M 0.21% -6K -23.1% $51.05 -0.1%
72 BE BLOOM ENERGY CORP Industrials 3,500.0 $1.1M 0.20% $302.70 -32.4%
73 META META PLATFORMS INC Communication Services 1,790.0 $1.0M 0.19% +257.0 +16.8% $563.29 -1.4%
74 HYG ISHARES TR 11,763.0 $941K 0.18% +2K +19.3% $79.97 -0.4%
75 IXUS ISHARES TR 9,525.0 $909K 0.17% -86.0 -0.9% $95.44 +2.0%
76 CAT CATERPILLAR INC Industrials 841.0 $896K 0.17% -25.0 -2.9% $1064.90 -23.8%
77 VTIP VANGUARD MALVERN FDS 17,340.0 $871K 0.17% +3K +23.9% $50.23 -0.9%
78 FORTINET INC 5,584.0 $858K 0.16% -962.0 -14.7% $153.62
79 GILD GILEAD SCIENCES INC Healthcare 6,766.0 $855K 0.16% +1K +28.0% $126.34 +15.7%
80 SPG SIMON PPTY GROUP INC NEW Real Estate 3,811.0 $852K 0.16% +440.0 +13.1% $223.65 -1.9%
Page 4 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%