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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 3  ·  42 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 +8.0%
2 QQQM INVESCO EXCH TRADED FD TR II 108,117.0 $27.3M 9.41% +11K +11.8% $252.92 +14.4%
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 +18.4%
5 VFLO VICTORY PORTFOLIOS II 418,637.0 $16.5M 5.67% +21K +5.4% $39.38 +8.3%
6 IGIB ISHARES TR 284,822.0 $15.3M 5.28% +15K +5.7% $53.88 -2.2%
7 TXUE THORNBURG ETF TR 383,709.0 $12.0M 4.14% +30K +8.5% $31.35 +8.3%
8 PPA INVESCO EXCHANGE TRADED FD T 73,014.0 $11.4M 3.93% +5K +7.8% $156.63 +5.7%
9 AIQ GLOBAL X FDS 207,104.0 $10.5M 3.62% +13K +6.9% $50.86 +18.9%
10 PAVE GLOBAL X FDS 214,036.0 $10.2M 3.52% +10K +4.8% $47.79 +14.6%
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 +51.0%
13 PWRD TCW ETF TRUST 56,077.0 $5.4M 1.85% +5K +9.1% $96.16 +13.4%
14 CDX SIMPLIFY EXCHANGE TRADED FUN 228,349.0 $5.1M 1.75% +104K +84.4% $22.27 -4.8%
15 CHW CALAMOS GBL DYN INCOME FUND Financial Services 399,005.0 $3.0M 1.02% +50K +14.3% $7.41 +14.3%
16 IOO ISHARES TR 21,050.0 $2.7M 0.92% +2K +8.9% $126.67 +11.1%
17 PFFA ETFIS SER TR I 120,581.0 $2.6M 0.89% +82K +213.3% $21.55 +0.1%
18 XLK SELECT SECTOR SPDR TR 15,777.0 $2.3M 0.78% +8K +106.7% $143.97 +20.5%
19 BGX BLACKSTONE LONG SHORT CR INC Financial Services 186,847.0 $2.2M 0.75% +81K +76.8% $11.66 -6.6%
20 META META PLATFORMS INC Communication Services 2,942.0 $1.9M 0.67% +149.0 +5.3% $660.13 -7.6%
Page 1 of 3  ·  42 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%