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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 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 26,169.0 $4.9M 1.68% -804.0 -3.0% $186.50 +19.1%
2 QEFA SPDR INDEX SHS FDS 39,313.0 $3.6M 1.23% -307.0 -0.8% $90.67 +6.6%
3 VO VANGUARD INDEX FDS 11,977.0 $3.5M 1.20% -1K -8.6% $290.23 -73.7%
4 AAPL APPLE INC Technology 12,751.0 $3.5M 1.19% -180.0 -1.4% $271.86 +8.8%
5 JNJ JOHNSON & JOHNSON Healthcare 16,422.0 $3.4M 1.17% -159.0 -1.0% $206.95 +10.0%
6 SCHD SCHWAB STRATEGIC TR 104,252.0 $2.9M 0.98% -1K -1.4% $27.43 +16.2%
7 FSK FS KKR CAP CORP Financial Services 167,810.0 $2.5M 0.85% -12K -6.6% $14.81 -27.2%
8 TAFI AB ACTIVE ETFS INC 95,143.0 $2.4M 0.82% -62K -39.3% $25.21 -0.5%
9 LLY ELI LILLY & CO Healthcare 1,586.0 $1.7M 0.59% -63.0 -3.8% $1074.68 -7.9%
10 AMZN AMAZON COM INC Consumer Cyclical 7,125.0 $1.6M 0.57% -274.0 -3.7% $230.82 +14.6%
11 SO SOUTHERN CO Utilities 18,829.0 $1.6M 0.56% -856.0 -4.3% $87.20 +6.7%
12 IWM ISHARES TR 6,236.0 $1.5M 0.53% -69.0 -1.1% $246.18 +12.0%
13 ETG EATON VANCE TX ADV GLBL DIV Financial Services 47,908.0 $1.1M 0.38% -517.0 -1.1% $23.10 -2.4%
14 RWJ INVESCO EXCH TRADED FD TR II 21,457.0 $1.0M 0.36% -13K -38.2% $48.72 +10.9%
15 AMP AMERIPRISE FINL INC Financial Services 2,028.0 $994K 0.34% -17.0 -0.8% $490.34 -3.3%
16 CLS CELESTICA INC Technology 3,243.0 $959K 0.33% -692.0 -17.6% $295.61 +14.4%
17 TFC TRUIST FINL CORP Financial Services 16,598.0 $817K 0.28% -2K -13.1% $49.21 -4.5%
18 XMHQ INVESCO EXCHANGE TRADED FD T 6,508.0 $667K 0.23% -10K -59.7% $102.42 +4.8%
19 XOM EXXON MOBIL CORP Energy 5,422.0 $653K 0.22% -200.0 -3.6% $120.34 +33.5%
20 QQQ INVESCO QQQ TR Financial Services 954.0 $586K 0.20% -33.0 -3.3% $614.51 +14.4%
Page 1 of 2  ·  32 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%