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Portfolio (Quarterly) Guide ↗

ADAPT WEALTH ADVISORS, LLC

· CIK 0002013937
13F Portfolio $306M AUM 94 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 11 New 22 Added 53 Reduced 24 Exited
Page 1 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VFLO VICTORY PORTFOLIOS II 414,220.0 $19.0M 6.20% -4K -1.1% $45.75 +21.2%
2 SMTH ALPS ETF TR 682,887.0 $17.6M 5.75% -29K -4.1% $25.74 -1.8%
3 TXUE THORNBURG ETF TR 378,641.0 $13.1M 4.28% -5K -1.3% $34.52 +5.8%
4 PPA INVESCO EXCHANGE TRADED FD T 70,753.0 $12.5M 4.09% -2K -3.1% $176.65 -1.7%
5 PAVE GLOBAL X FDS 210,835.0 $12.4M 4.06% -3K -1.5% $58.92 -4.3%
6 SMH VANECK ETF TRUST 15,118.0 $9.9M 3.24% -2K -11.8% $655.91 -14.6%
7 VONG VANGUARD SCOTTSDALE FDS 39,025.0 $5.0M 1.63% -757.0 -1.9% $127.81 -1.4%
8 NVDA NVIDIA CORPORATION Technology 22,960.0 $4.6M 1.50% -3K -12.3% $200.09 +7.3%
9 VOO VANGUARD INDEX FDS 6,511.0 $4.5M 1.46% -129.0 -1.9% $686.79 +2.5%
10 CDX SIMPLIFY EXCHANGE TRADED FUN 201,459.0 $4.3M 1.39% -27K -11.8% $21.12 -2.1%
11 QEFA SPDR INDEX SHS FDS 37,049.0 $3.6M 1.16% -2K -5.8% $96.02 +6.3%
12 CHW CALAMOS GBL DYN INCOME FUND Financial Services 394,418.0 $3.5M 1.15% -5K -1.1% $8.91 -4.0%
13 JNJ JOHNSON & JOHNSON Healthcare 13,322.0 $3.4M 1.11% -3K -18.9% $253.97 +6.4%
14 MU MICRON TECHNOLOGY INC Technology 2,870.0 $3.3M 1.08% -369.0 -11.4% $1154.09 -16.2%
15 SCHD SCHWAB STRATEGIC TR 101,476.0 $3.2M 1.05% -3K -2.7% $31.71 +10.7%
16 AAPL APPLE INC Technology 9,743.0 $2.8M 0.92% -3K -23.6% $289.35 +6.9%
17 XLK SELECT SECTOR SPDR TR 14,713.0 $2.8M 0.92% -1K -6.7% $190.52 -3.8%
18 PFFA ETFIS SER TR I 110,650.0 $2.3M 0.74% -10K -8.2% $20.57 +1.6%
19 SO SOUTHERN CO Utilities 18,067.0 $1.7M 0.57% -762.0 -4.0% $95.71 -7.1%
20 IGIB ISHARES TR 31,667.0 $1.7M 0.55% -253K -88.9% $53.17 -1.9%
Page 1 of 3  ·  53 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
Technology 34.0%
Financial Services 30.1%
Healthcare 11.7%
Communication Services 6.7%
Utilities 4.3%
Consumer Cyclical 3.7%
Industrials 3.1%
Consumer Defensive 3.0%
Real Estate 1.9%
Energy 1.5%