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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 2 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 5,943.0 $1.9M 0.64% +455.0 +8.3% $313.01 +28.3%
22 GARP ISHARES TR 18,959.0 $1.3M 0.44% +3K +21.9% $68.10 +11.4%
23 XMMO INVESCO EXCHANGE TRADED FD T 8,484.0 $1.2M 0.40% +537.0 +6.8% $138.46 +16.4%
24 EAD ALLSPRING INCOME OPPORTUNIT Financial Services 120,904.0 $820K 0.28% +13K +11.7% $6.78 -4.6%
25 DUK DUKE ENERGY CORP NEW Utilities 6,925.0 $812K 0.28% +172.0 +2.5% $117.21 +4.0%
26 VIG VANGUARD SPECIALIZED FUNDS 3,575.0 $786K 0.27% +236.0 +7.1% $219.80 +4.4%
27 XLU SELECT SECTOR SPDR TR 16,691.0 $713K 0.24% +5K +47.2% $42.69 +2.2%
28 FXL FIRST TR EXCHANGE TRADED FD 2,986.0 $502K 0.17% +564.0 +23.3% $168.28 +14.0%
29 GLW CORNING INC Technology 5,018.0 $439K 0.15% +403.0 +8.7% $87.56 +105.7%
30 JPM JPMORGAN CHASE & CO. Financial Services 1,332.0 $429K 0.15% +87.0 +7.0% $322.22 -7.0%
31 VUG VANGUARD INDEX FDS 743.0 $362K 0.12% +50.0 +7.2% $487.86 -82.2%
32 NUVEEN CR STRATEGIES INCOME 70,968.0 $356K 0.12% +42K +145.6% $5.02
33 AVGO BROADCOM INC Technology 1,025.0 $355K 0.12% +153.0 +17.6% $345.95 +21.3%
34 CRM SALESFORCE INC Technology 1,323.0 $350K 0.12% +97.0 +7.9% $264.91 -32.5%
35 WBD WARNER BROS DISCOVERY INC Communication Services 10,884.0 $314K 0.11% +107.0 +1.0% $28.82 -6.1%
36 FIRST TR EXCHNG TRADED FD VI 8,100.0 $253K 0.09% +1K +15.7% $31.28
37 DVY ISHARES TR 1,679.0 $237K 0.08% +89.0 +5.6% $141.14 +7.9%
38 APP APPLOVIN CORP Technology 348.0 $234K 0.08% +23.0 +7.1% $673.82 -27.3%
39 PSIX POWER SOLUTIONS INTL INC Industrials 3,730.0 $213K 0.07% +1K +48.9% $57.14 -32.0%
40 LRN STRIDE INC Consumer Defensive 3,263.0 $212K 0.07% +498.0 +18.0% $64.93 +38.3%
Page 2 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%