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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 3 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RWJ INVESCO EXCH TRADED FD TR II 21,457.0 $1.0M 0.36% -13K -38.2% $48.72 +10.9%
42 AMP AMERIPRISE FINL INC Financial Services 2,028.0 $994K 0.34% -17.0 -0.8% $490.34 -3.3%
43 MSFT MICROSOFT CORP Technology 2,031.0 $982K 0.34% $483.64 -13.1%
44 CLS CELESTICA INC Technology 3,243.0 $959K 0.33% -692.0 -17.6% $295.61 +14.4%
45 CION CION INVT CORP Financial Services 97,818.0 $946K 0.33% NEW $9.67 -30.0%
46 MU MICRON TECHNOLOGY INC Technology 3,239.0 $925K 0.32% NEW $285.44 +141.5%
47 IYW ISHARES TR 4,549.0 $908K 0.31% $199.68 +18.1%
48 AFL AFLAC INC Financial Services 7,647.0 $843K 0.29% $110.27 +7.1%
49 EAD ALLSPRING INCOME OPPORTUNIT Financial Services 120,904.0 $820K 0.28% +13K +11.7% $6.78 -4.6%
50 TFC TRUIST FINL CORP Financial Services 16,598.0 $817K 0.28% -2K -13.1% $49.21 -4.5%
51 DUK DUKE ENERGY CORP NEW Utilities 6,925.0 $812K 0.28% +172.0 +2.5% $117.21 +4.0%
52 VIG VANGUARD SPECIALIZED FUNDS 3,575.0 $786K 0.27% +236.0 +7.1% $219.80 +4.4%
53 XLU SELECT SECTOR SPDR TR 16,691.0 $713K 0.24% +5K +47.2% $42.69 +2.2%
54 XMHQ INVESCO EXCHANGE TRADED FD T 6,508.0 $667K 0.23% -10K -59.7% $102.42 +4.8%
55 XOM EXXON MOBIL CORP Energy 5,422.0 $653K 0.22% -200.0 -3.6% $120.34 +33.5%
56 LGI LAZARD GLOBAL TOTAL RETURN & Financial Services 36,404.0 $635K 0.22% $17.44 +0.8%
57 FLRT PACER FDS TR 12,550.0 $592K 0.20% NEW $47.13 -0.5%
58 QQQ INVESCO QQQ TR Financial Services 954.0 $586K 0.20% -33.0 -3.3% $614.51 +14.4%
59 IUSG ISHARES TR 3,322.0 $558K 0.19% $167.94 +10.2%
60 FXL FIRST TR EXCHANGE TRADED FD 2,986.0 $502K 0.17% +564.0 +23.3% $168.28 +14.0%
Page 3 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%