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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 4 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COWZ PACER FDS TR 7,774.0 $468K 0.16% -5K -40.0% $60.17 +5.7%
62 PEP PEPSICO INC Consumer Defensive 3,135.0 $450K 0.15% $143.54 +3.9%
63 HD HOME DEPOT INC Consumer Cyclical 1,303.0 $448K 0.15% $344.06 -13.5%
64 SPHB INVESCO EXCH TRADED FD TR II 3,824.0 $447K 0.15% NEW $116.97 +15.9%
65 GLW CORNING INC Technology 5,018.0 $439K 0.15% +403.0 +8.7% $87.56 +119.1%
66 JPM JPMORGAN CHASE & CO. Financial Services 1,332.0 $429K 0.15% +87.0 +7.0% $322.22 -7.6%
67 JHMM JOHN HANCOCK EXCHANGE TRADED 6,400.0 $419K 0.14% -2K -23.4% $65.48 +8.5%
68 PG PROCTER AND GAMBLE CO Consumer Defensive 2,729.0 $391K 0.14% $143.32 -1.2%
69 GOOG ALPHABET INC Communication Services 1,169.0 $367K 0.13% -160.0 -12.0% $313.90 +25.3%
70 VB VANGUARD INDEX FDS 1,417.0 $366K 0.13% -596.0 -29.6% $258.03 +9.1%
71 HELO J P MORGAN EXCHANGE TRADED F 5,499.0 $365K 0.13% $66.43 +2.0%
72 ORCL ORACLE CORP Technology 1,868.0 $364K 0.12% $194.91 -1.0%
73 VUG VANGUARD INDEX FDS 743.0 $362K 0.12% +50.0 +7.2% $487.86 -82.2%
74 NUVEEN CR STRATEGIES INCOME 70,968.0 $356K 0.12% +42K +145.6% $5.02
75 AVGO BROADCOM INC Technology 1,025.0 $355K 0.12% +153.0 +17.6% $345.95 +21.6%
76 SMA SMARTSTOP SELF STORAG REIT I Real Estate 11,392.0 $352K 0.12% NEW $30.94 -4.2%
77 CRM SALESFORCE INC Technology 1,323.0 $350K 0.12% +97.0 +7.9% $264.91 -34.5%
78 GBIL GOLDMAN SACHS ETF TR 3,320.0 $332K 0.11% $99.94 +0.1%
79 WMT WALMART INC Consumer Defensive 2,943.0 $328K 0.11% -162.0 -5.2% $111.41 +18.0%
80 SPY SPDR S&P 500 ETF TR Financial Services 473.0 $323K 0.11% -20.0 -4.1% $681.92 +8.3%
Page 4 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%