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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 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COWZ PACER FDS TR 7,774.0 $468K 0.16% -5K -40.0% $60.17 +5.7%
22 JHMM JOHN HANCOCK EXCHANGE TRADED 6,400.0 $419K 0.14% -2K -23.4% $65.48 +8.5%
23 GOOG ALPHABET INC Communication Services 1,169.0 $367K 0.13% -160.0 -12.0% $313.90 +25.3%
24 VB VANGUARD INDEX FDS 1,417.0 $366K 0.13% -596.0 -29.6% $258.03 +9.1%
25 WMT WALMART INC Consumer Defensive 2,943.0 $328K 0.11% -162.0 -5.2% $111.41 +18.0%
26 SPY SPDR S&P 500 ETF TR Financial Services 473.0 $323K 0.11% -20.0 -4.1% $681.92 +8.3%
27 BLUE OWL TECHNOLOGY FIN CORP 18,888.0 $275K 0.09% -16K -46.2% $14.54
28 RLTY COHEN & STEERS REAL ESTATE O Financial Services 17,415.0 $256K 0.09% -6K -25.9% $14.70 +5.4%
29 BX BLACKSTONE INC Financial Services 1,470.0 $227K 0.08% -102.0 -6.5% $154.14 -24.1%
30 SEVN SEVEN HILLS REALTY TRUST Real Estate 25,285.0 $225K 0.08% -46K -64.4% $8.90 -6.4%
31 GPN GLOBAL PMTS INC Industrials 2,638.0 $204K 0.07% -40.0 -1.5% $77.40 -12.7%
32 NML NEUBERGER ENGY INFRSTR & INC Financial Services 13,000.0 $110K 0.04% -2K -12.5% $8.50 +24.5%
Page 2 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%