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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 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SMA SMARTSTOP SELF STORAG REIT I Real Estate 10,356.0 $337K 0.11% -1K -9.1% $32.50 +5.3%
42 PG PROCTER & GAMBLE CO Consumer Defensive 2,255.0 $331K 0.11% -474.0 -17.4% $146.65 -1.3%
43 SPY STATE STR SPDR S&P 500 ETF T Financial Services 440.0 $329K 0.11% -33.0 -7.0% $746.98 +2.5%
44 AVGO BROADCOM INC Technology 785.0 $297K 0.10% -240.0 -23.4% $377.81 -2.5%
45 JHMM JOHN HANCOCK EXCHANGE TRADED 3,943.0 $296K 0.10% -2K -38.4% $74.95 +1.3%
46 NUVEEN CR STRATEGIES INCOME 59,942.0 $291K 0.10% -11K -15.5% $4.86
47 JPM JPMORGAN CHASE & CO Financial Services 847.0 $277K 0.09% -485.0 -36.4% $327.33 +7.4%
48 COWZ PACER FDS TR 3,980.0 $248K 0.08% -4K -48.8% $62.20 +15.8%
49 AMAT APPLIED MATLS INC Technology 322.0 $233K 0.08% -562.0 -63.6% $723.00 -31.9%
50 CPRX CATALYST PHARMACEUTICALS INC Healthcare 7,300.0 $229K 0.07% -2K -19.8% $31.43 +0.2%
51 RLTY COHEN & STEERS REAL ESTATE O Financial Services 11,290.0 $178K 0.06% -6K -35.2% $15.74 -1.0%
52 SEVN SEVEN HILLS REALTY TRUST Real Estate 20,510.0 $173K 0.06% -5K -18.9% $8.43 -8.7%
53 VVR INVESCO SR INCOME TR Financial Services 57,556.0 $173K 0.06% -4K -6.7% $3.00 -1.7%
Page 3 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%