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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 4 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JHMM JOHN HANCOCK EXCHANGE TRADED 8,360.0 $541K 0.20% NEW $64.69 +9.8%
62 HD HOME DEPOT INC Consumer Cyclical 1,304.0 $528K 0.20% NEW $405.14 -26.6%
63 ORCL ORACLE CORP Technology 1,868.0 $525K 0.19% NEW $281.24 -31.4%
64 VB VANGUARD INDEX FDS 2,013.0 $512K 0.19% NEW $254.29 +10.7%
65 BLUE OWL TECHNOLOGY FIN CORP 35,113.0 $485K 0.18% NEW $13.82
66 PEP PEPSICO INC Consumer Defensive 3,139.0 $441K 0.16% NEW $140.45 +6.2%
67 PG PROCTER AND GAMBLE CO Consumer Defensive 2,737.0 $421K 0.15% NEW $153.66 -7.9%
68 LRN STRIDE INC Consumer Defensive 2,765.0 $412K 0.15% NEW $148.94 -40.7%
69 FXL FIRST TR EXCHANGE TRADED FD 2,422.0 $407K 0.15% NEW $167.99 +14.2%
70 AGD ABRDN GLOBAL DYNAMIC DIVIDEN Financial Services 29,851.0 $398K 0.15% NEW $13.32 -8.2%
71 JPM JPMORGAN CHASE & CO. Financial Services 1,245.0 $393K 0.14% NEW $315.43 -5.6%
72 GLW CORNING INC Technology 4,615.0 $379K 0.14% NEW $82.04 +133.8%
73 PSN PARSONS CORP DEL Industrials 4,564.0 $378K 0.14% NEW $82.92 -39.2%
74 RLTY COHEN & STEERS REAL ESTATE O Financial Services 23,515.0 $359K 0.13% NEW $15.28 +1.4%
75 HELO J P MORGAN EXCHANGE TRADED F 5,499.0 $357K 0.13% NEW $65.00 +4.3%
76 PULS PGIM ETF TR 6,942.0 $346K 0.13% NEW $49.83 -0.4%
77 GBIL GOLDMAN SACHS ETF TR 3,320.0 $333K 0.12% NEW $100.23 -0.2%
78 VUG VANGUARD INDEX FDS 693.0 $332K 0.12% NEW $479.61 -81.8%
79 SPY SPDR S&P 500 ETF TR Financial Services 493.0 $328K 0.12% NEW $666.18 +10.9%
80 GOOG ALPHABET INC Communication Services 1,329.0 $324K 0.12% NEW $243.60 +61.5%
Page 4 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%