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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 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 13,322.0 $3.4M 1.11% -3K -18.9% $253.97 +6.4%
22 MU MICRON TECHNOLOGY INC Technology 2,870.0 $3.3M 1.08% -369.0 -11.4% $1154.09 -16.2%
23 SCHD SCHWAB STRATEGIC TR 101,476.0 $3.2M 1.05% -3K -2.7% $31.71 +10.7%
24 ACWX ISHARES TR 37,651.0 $2.9M 0.94% NEW $76.11 +2.4%
25 AAPL APPLE INC Technology 9,743.0 $2.8M 0.92% -3K -23.6% $289.35 +6.9%
26 XLK SELECT SECTOR SPDR TR 14,713.0 $2.8M 0.92% -1K -6.7% $190.52 -3.8%
27 FSK FS KKR CAP CORP Financial Services 226,681.0 $2.4M 0.78% +59K +35.1% $10.50 +13.4%
28 PFFA ETFIS SER TR I 110,650.0 $2.3M 0.74% -10K -8.2% $20.57 +1.6%
29 BGX BLACKSTONE LONG SHORT CR INC Financial Services 196,950.0 $2.1M 0.70% +10K +5.4% $10.88 -0.8%
30 FLMI FRANKLIN TEMPLETON ETF TR 69,290.0 $1.7M 0.57% +15K +28.3% $25.17 -2.3%
31 SO SOUTHERN CO Utilities 18,067.0 $1.7M 0.57% -762.0 -4.0% $95.71 -7.1%
32 XMMO INVESCO EXCHANGE TRADED FD T 9,923.0 $1.7M 0.55% +1K +17.0% $170.14 -7.7%
33 IGIB ISHARES TR 31,667.0 $1.7M 0.55% -253K -88.9% $53.17 -1.9%
34 LLY ELI LILLY & CO Healthcare 1,382.0 $1.7M 0.54% -204.0 -12.9% $1199.43 +4.6%
35 IWM ISHARES TR 5,502.0 $1.7M 0.54% -734.0 -11.8% $300.45 -0.2%
36 GARP ISHARES TR 19,832.0 $1.6M 0.54% +873.0 +4.6% $82.55 +0.6%
37 GOOGL ALPHABET INC Communication Services 4,418.0 $1.6M 0.52% -2K -25.7% $357.40 -3.5%
38 BLUE OWL TECHNOLOGY FIN CORP 144,325.0 $1.5M 0.49% +125K +664.1% $10.35
39 META META PLATFORMS INC Communication Services 2,601.0 $1.5M 0.48% -341.0 -11.6% $563.37 -2.4%
40 WM WASTE MGMT INC DEL Industrials 6,180.0 $1.4M 0.45% -4K -41.8% $222.87 +0.5%
Page 2 of 5  ·  94 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%