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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 8 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CVNA CARVANA CO Consumer Cyclical 655.0 $206K 0.04% $314.38 -78.8%
142 MRK MERCK & CO INC Healthcare 1,693.0 $204K 0.04% NEW $120.29 -5.3%
143 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 695.0 $203K 0.04% -306.0 -30.6% $292.75 +32.7%
144 NVDY TIDAL TRUST II 14,561.0 $189K 0.04% +1K +8.6% $12.98 +0.8%
145 ANGX ANGEL STUDIOS INC Communication Services 22,776.0 $69K 0.01% -888.0 -3.8% $3.05 +4.9%
Page 8 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%