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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 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 16,422.0 $3.4M 1.17% -159.0 -1.0% $206.95 +10.0%
22 CHW CALAMOS GBL DYN INCOME FUND Financial Services 399,005.0 $3.0M 1.02% +50K +14.3% $7.41 +14.3%
23 SCHD SCHWAB STRATEGIC TR 104,252.0 $2.9M 0.98% -1K -1.4% $27.43 +16.2%
24 IOO ISHARES TR 21,050.0 $2.7M 0.92% +2K +8.9% $126.67 +11.1%
25 PFFA ETFIS SER TR I 120,581.0 $2.6M 0.89% +82K +213.3% $21.55 +0.1%
26 FSK FS KKR CAP CORP Financial Services 167,810.0 $2.5M 0.85% -12K -6.6% $14.81 -27.2%
27 TAFI AB ACTIVE ETFS INC 95,143.0 $2.4M 0.82% -62K -39.3% $25.21 -0.5%
28 WM WASTE MGMT INC DEL Industrials 10,613.0 $2.3M 0.80% $219.71 +0.8%
29 XLK SELECT SECTOR SPDR TR 15,777.0 $2.3M 0.78% +8K +106.7% $143.97 +20.5%
30 BGX BLACKSTONE LONG SHORT CR INC Financial Services 186,847.0 $2.2M 0.75% +81K +76.8% $11.66 -6.6%
31 META META PLATFORMS INC Communication Services 2,942.0 $1.9M 0.67% +149.0 +5.3% $660.13 -7.6%
32 GOOGL ALPHABET INC Communication Services 5,943.0 $1.9M 0.64% +455.0 +8.3% $313.01 +28.3%
33 LLY ELI LILLY & CO Healthcare 1,586.0 $1.7M 0.59% -63.0 -3.8% $1074.68 -7.9%
34 AMZN AMAZON COM INC Consumer Cyclical 7,125.0 $1.6M 0.57% -274.0 -3.7% $230.82 +14.6%
35 SO SOUTHERN CO Utilities 18,829.0 $1.6M 0.56% -856.0 -4.3% $87.20 +6.7%
36 IWM ISHARES TR 6,236.0 $1.5M 0.53% -69.0 -1.1% $246.18 +12.0%
37 FLMI FRANKLIN TEMPLETON ETF TR 53,996.0 $1.3M 0.46% NEW $24.87 -0.4%
38 GARP ISHARES TR 18,959.0 $1.3M 0.44% +3K +21.9% $68.10 +11.4%
39 XMMO INVESCO EXCHANGE TRADED FD T 8,484.0 $1.2M 0.40% +537.0 +6.8% $138.46 +16.4%
40 ETG EATON VANCE TX ADV GLBL DIV Financial Services 47,908.0 $1.1M 0.38% -517.0 -1.1% $23.10 -2.4%
Page 2 of 6  ·  107 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%