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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FLMI FRANKLIN TEMPLETON ETF TR 53,996.0 $1.3M 0.46% NEW $24.87 -0.3%
2 CION CION INVT CORP Financial Services 97,818.0 $946K 0.33% NEW $9.67 -30.6%
3 MU MICRON TECHNOLOGY INC Technology 3,239.0 $925K 0.32% NEW $285.44 +163.2%
4 FLRT PACER FDS TR 12,550.0 $592K 0.20% NEW $47.13 -0.5%
5 SPHB INVESCO EXCH TRADED FD TR II 3,824.0 $447K 0.15% NEW $116.97 +18.4%
6 SMA SMARTSTOP SELF STORAG REIT I Real Estate 11,392.0 $352K 0.12% NEW $30.94 -3.7%
7 GDX VANECK ETF TRUST 3,301.0 $283K 0.10% NEW $85.77 +3.3%
8 AMAT APPLIED MATLS INC Technology 884.0 $227K 0.08% NEW $256.99 +67.3%
9 INNOVATOR ETFS TRUST 10,416.0 $225K 0.08% NEW $21.62
10 BA BOEING CO Industrials 985.0 $214K 0.07% NEW $217.12 +1.3%
11 CPRX CATALYST PHARMACEUTICALS INC Healthcare 9,100.0 $212K 0.07% NEW $23.34 +33.8%
12 TSLA TESLA INC Consumer Cyclical 459.0 $206K 0.07% NEW $449.72 -6.8%
13 IBM INTERNATIONAL BUSINESS MACHS Technology 678.0 $201K 0.07% NEW $296.21 -26.1%
14 PDI PIMCO DYNAMIC INCOME FD Financial Services 10,830.0 $192K 0.07% NEW $17.71 -5.7%

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%