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Portfolio (Quarterly) Guide ↗

ADAPT WEALTH ADVISORS, LLC

· CIK 0002013937
13F Portfolio $291M AUM 107 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 42 Added 32 Reduced 14 Exited
Page 1 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 44,877.0 $30.7M 10.57% +826.0 +1.9% $684.95 +8.4%
2 QQQM INVESCO EXCH TRADED FD TR II 108,117.0 $27.3M 9.41% +11K +11.8% $252.92 +15.4%
3 SMTH ALPS ETF TR 712,157.0 $18.6M 6.39% +40K +5.9% $26.07 -1.9%
4 SPMO INVESCO EXCH TRADED FD TR II 142,368.0 $17.0M 5.84% +33K +29.9% $119.32 +20.2%
5 VFLO VICTORY PORTFOLIOS II 418,637.0 $16.5M 5.67% +21K +5.4% $39.38 +7.9%
6 IGIB ISHARES TR 284,822.0 $15.3M 5.28% +15K +5.7% $53.88 -2.1%
7 TXUE THORNBURG ETF TR 383,709.0 $12.0M 4.14% +30K +8.5% $31.35 +7.6%
8 PPA INVESCO EXCHANGE TRADED FD T 73,014.0 $11.4M 3.93% +5K +7.8% $156.63 +5.1%
9 AIQ GLOBAL X FDS 207,104.0 $10.5M 3.62% +13K +6.9% $50.86 +20.0%
10 PAVE GLOBAL X FDS 214,036.0 $10.2M 3.52% +10K +4.8% $47.79 +15.9%
11 USTB VICTORY PORTFOLIOS II 181,301.0 $9.2M 3.17% +9K +5.3% $50.84 -0.7%
12 SMH VANECK ETF TRUST 17,145.0 $6.2M 2.12% +775.0 +4.7% $360.14 +54.5%
13 PWRD TCW ETF TRUST 56,077.0 $5.4M 1.85% +5K +9.1% $96.16 +16.5%
14 CDX SIMPLIFY EXCHANGE TRADED FUN 228,349.0 $5.1M 1.75% +104K +84.4% $22.27 -4.8%
15 NVDA NVIDIA CORPORATION Technology 26,169.0 $4.9M 1.68% -804.0 -3.0% $186.50 +26.4%
16 VONG VANGUARD SCOTTSDALE FDS 39,782.0 $4.8M 1.67% $121.75 +5.1%
17 VOO VANGUARD INDEX FDS 6,640.0 $4.2M 1.43% $627.12 +8.3%
18 QEFA SPDR INDEX SHS FDS 39,313.0 $3.6M 1.23% -307.0 -0.8% $90.67 +5.7%
19 VO VANGUARD INDEX FDS 11,977.0 $3.5M 1.20% -1K -8.6% $290.23 -73.6%
20 AAPL APPLE INC Technology 12,751.0 $3.5M 1.19% -180.0 -1.4% $271.86 +10.4%
Page 1 of 6  ·  107 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
Financial Services 32.5%
Technology 26.6%
Healthcare 10.6%
Communication Services 8.9%
Industrials 6.3%
Utilities 4.9%
Consumer Cyclical 4.6%
Consumer Defensive 2.7%
Energy 1.7%
Real Estate 1.1%