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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 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY ELI LILLY & CO Healthcare 1,382.0 $1.7M 0.54% -204.0 -12.9% $1199.43 +4.6%
22 IWM ISHARES TR 5,502.0 $1.7M 0.54% -734.0 -11.8% $300.45 -0.2%
23 GOOGL ALPHABET INC Communication Services 4,418.0 $1.6M 0.52% -2K -25.7% $357.40 -3.5%
24 META META PLATFORMS INC Communication Services 2,601.0 $1.5M 0.48% -341.0 -11.6% $563.37 -2.4%
25 WM WASTE MGMT INC DEL Industrials 6,180.0 $1.4M 0.45% -4K -41.8% $222.87 +0.5%
26 AMZN AMAZON COM INC Consumer Cyclical 5,447.0 $1.3M 0.42% -2K -23.6% $238.34 +8.5%
27 GLW CORNING INC Technology 4,618.0 $1.2M 0.39% -400.0 -8.0% $255.43 -41.4%
28 VIG VANGUARD SPECIALIZED FUNDS 3,479.0 $823K 0.27% -96.0 -2.7% $236.61 +3.1%
29 CLS CELESTICA INC Technology 2,252.0 $822K 0.27% -991.0 -30.6% $364.80 -18.7%
30 EAD ALLSPRING INCOME OPPORTUNIT Financial Services 109,947.0 $715K 0.23% -11K -9.1% $6.50 -2.5%
31 XOM EXXON MOBIL CORP Energy 4,962.0 $678K 0.22% -460.0 -8.5% $136.73 +20.8%
32 MSFT MICROSOFT CORP Technology 1,774.0 $662K 0.22% -257.0 -12.7% $372.93 +29.6%
33 XLU SELECT SECTOR SPDR TR 14,352.0 $651K 0.21% -2K -14.0% $45.34 -5.7%
34 ETG EATON VANCE TX ADV GLBL DIV Financial Services 26,543.0 $625K 0.20% -21K -44.6% $23.54 +1.9%
35 CION CION INVT CORP Financial Services 92,197.0 $574K 0.19% -6K -5.8% $6.23 +17.7%
36 FXL FIRST TR EXCHANGE-TRADED FD 2,306.0 $501K 0.16% -680.0 -22.8% $217.22 -1.2%
37 PEP PEPSICO INC Consumer Defensive 3,035.0 $411K 0.13% -100.0 -3.2% $135.41 +6.0%
38 VB VANGUARD INDEX FDS 1,323.0 $401K 0.13% -94.0 -6.6% $303.08 +0.6%
39 HD HOME DEPOT INC Consumer Cyclical 1,013.0 $357K 0.12% -290.0 -22.3% $352.80 -4.9%
40 XMHQ INVESCO EXCHANGE TRADED FD T 3,095.0 $349K 0.11% -3K -52.4% $112.88 +5.7%
Page 2 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%