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Portfolio (Quarterly) Guide ↗

ADAPT WEALTH ADVISORS, LLC

· CIK 0002013937
13F Portfolio $271M AUM Filed Nov 10, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 107 New
Page 2 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 16,581.0 $3.1M 1.14% NEW $185.42 +22.8%
22 SCHD SCHWAB STRATEGIC TR 105,685.0 $2.9M 1.07% NEW $27.30 +16.8%
23 CDX SIMPLIFY EXCHANGE TRADED FUN 123,857.0 $2.8M 1.05% NEW $22.91 -7.4%
24 FSK FS KKR CAP CORP Financial Services 179,678.0 $2.7M 0.99% NEW $14.93 -27.8%
25 CHW CALAMOS GBL DYN INCOME FUND Financial Services 348,930.0 $2.6M 0.97% NEW $7.54 +12.3%
26 WM WASTE MGMT INC DEL Industrials 10,565.0 $2.3M 0.86% NEW $220.83 +0.3%
27 IOO ISHARES TR 19,321.0 $2.3M 0.86% NEW $120.01 +17.2%
28 XLK SELECT SECTOR SPDR TR 7,634.0 $2.2M 0.80% NEW $281.86 -38.5%
29 META META PLATFORMS INC Communication Services 2,793.0 $2.1M 0.76% NEW $734.41 -17.0%
30 SO SOUTHERN CO Utilities 19,685.0 $1.9M 0.69% NEW $94.77 -1.8%
31 XMHQ INVESCO EXCHANGE TRADED FD T 16,165.0 $1.7M 0.63% NEW $104.96 +2.2%
32 RWJ INVESCO EXCH TRADED FD TR II 34,709.0 $1.7M 0.62% NEW $48.30 +11.9%
33 AMZN AMAZON COM INC Consumer Cyclical 7,399.0 $1.6M 0.60% NEW $219.57 +20.5%
34 IWM ISHARES TR 6,305.0 $1.5M 0.56% NEW $241.94 +13.9%
35 BGH BARINGS GLOBAL SHORT DURATIO Financial Services 88,800.0 $1.4M 0.51% NEW $15.46 -9.0%
36 GOOGL ALPHABET INC Communication Services 5,488.0 $1.3M 0.49% NEW $243.10 +65.2%
37 BGX BLACKSTONE LONG SHORT CR INC Financial Services 105,655.0 $1.3M 0.47% NEW $12.00 -9.2%
38 LLY ELI LILLY & CO Healthcare 1,649.0 $1.3M 0.47% NEW $763.00 +29.7%
39 XMMO INVESCO EXCHANGE TRADED FD T 7,947.0 $1.1M 0.40% NEW $135.23 +19.1%
40 MSFT MICROSOFT CORP Technology 2,030.0 $1.1M 0.39% NEW $517.85 -18.8%
Page 2 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 33.1%
Technology 25.0%
Healthcare 9.5%
Communication Services 8.0%
Industrials 7.0%
Utilities 6.0%
Consumer Cyclical 4.4%
Consumer Defensive 3.3%
Real Estate 1.9%
Energy 1.8%