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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 8 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EXR EXTRA SPACE STORAGE INC Real Estate 1,559.0 $227K 0.04% -55.0 -3.4% $145.34 +0.2%
142 IEFA ISHARES TR 2,255.0 $218K 0.04% -1K -31.5% $96.58 +4.2%
143 MCD MCDONALDS CORP Consumer Cyclical 803.0 $217K 0.04% $270.31 +0.9%
144 CVNA CARVANA CO Consumer Cyclical 3,275.0 $216K 0.04% +3K +400.0% $65.82 +8.5%
145 ROKU ROKU INC Communication Services 1,500.0 $207K 0.04% NEW $138.14 +14.8%
146 V VISA INC Financial Services 586.0 $201K 0.04% NEW $343.09 +11.0%
147 ANGX ANGEL STUDIOS INC. Communication Services 24,017.0 $88K 0.02% +1K +5.5% $3.67 +20.0%
Page 8 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%