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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 6 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DUK DUKE ENERGY CORP NEW Utilities 4,321.0 $547K 0.10% +762.0 +21.4% $126.58 -3.6%
102 SPTM SPDR SERIES TRUST 6,021.0 $547K 0.10% +291.0 +5.1% $90.79 +2.1%
103 AVGO BROADCOM INC Technology 1,407.0 $531K 0.10% +74.0 +5.5% $377.75 -5.0%
104 TSLL DIREXION SHARES ETF TRUST 36,000.0 $510K 0.10% +1K +2.9% $14.16 -36.2%
105 USHY ISHARES TR 13,474.0 $499K 0.10% +1K +11.8% $37.02 -0.4%
106 QCOM QUALCOMM INC Technology 2,526.0 $467K 0.09% -13.0 -0.5% $184.79 -14.2%
107 IDU ISHARES TR 4,019.0 $461K 0.09% +299.0 +8.0% $114.61 -4.0%
108 WMT WALMART INC Consumer Defensive 4,042.0 $458K 0.09% +780.0 +23.9% $113.26 -6.0%
109 T AT&T INC Communication Services 21,794.0 $451K 0.09% +5K +27.9% $20.70 +24.1%
110 VZ VERIZON COMMUNICATIONS INC Communication Services 10,477.0 $444K 0.09% +2K +18.8% $42.34 +18.4%
111 NVDY TIDAL TRUST II 35,613.0 $443K 0.09% +21K +144.6% $12.44 -2.3%
112 PLTR PALANTIR TECHNOLOGIES INC Technology 3,704.0 $432K 0.08% $116.67 +50.8%
113 HST HOST HOTELS & RESORTS INC Real Estate 17,436.0 $413K 0.08% +610.0 +3.6% $23.71 -2.2%
114 HAS HASBRO INC Consumer Cyclical 4,938.0 $408K 0.08% +1K +29.9% $82.59 +15.5%
115 MO ALTRIA GROUP INC Consumer Defensive 5,602.0 $403K 0.08% +758.0 +15.7% $71.95 -4.8%
116 BBY BEST BUY INC Consumer Cyclical 5,290.0 $401K 0.08% +559.0 +11.8% $75.88 +15.3%
117 TPR TAPESTRY INC Consumer Cyclical 2,742.0 $401K 0.08% +411.0 +17.6% $146.38 -9.7%
118 IVZ INVESCO LTD Financial Services 14,969.0 $395K 0.08% +2K +12.8% $26.39 +23.0%
119 LLY ELI LILLY & CO Healthcare 328.0 $394K 0.07% $1201.05 +3.9%
120 JNK SPDR SERIES TRUST 4,072.0 $392K 0.07% -921.0 -18.4% $96.37 -0.4%
Page 6 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%