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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 4 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VB VANGUARD INDEX FDS 1,323.0 $401K 0.13% -94.0 -6.6% $303.08 +0.6%
62 GRRR GORILLA TECHNOLOGY GROUP INC Technology 19,982.0 $397K 0.13% NEW $19.88 -19.2%
63 VUG VANGUARD INDEX FDS 4,429.0 $381K 0.12% +4K +496.1% $86.13 +1.6%
64 HELO J P MORGAN EXCHANGE TRADED F 5,499.0 $372K 0.12% $67.58 +2.7%
65 JEPQ J P MORGAN EXCHANGE TRADED F 5,882.0 $362K 0.12% NEW $61.46 -2.6%
66 HD HOME DEPOT INC Consumer Cyclical 1,013.0 $357K 0.12% -290.0 -22.3% $352.80 -4.9%
67 XMHQ INVESCO EXCHANGE TRADED FD T 3,095.0 $349K 0.11% -3K -52.4% $112.88 +5.7%
68 WPC WP CAREY INC Real Estate 4,809.0 $344K 0.11% NEW $71.50 -0.4%
69 SMA SMARTSTOP SELF STORAG REIT I Real Estate 10,356.0 $337K 0.11% -1K -9.1% $32.50 +5.3%
70 WMT WALMART INC Consumer Defensive 2,946.0 $334K 0.11% $113.26 -8.4%
71 GBIL GOLDMAN SACHS ETF TR 3,320.0 $333K 0.11% $100.16 -0.0%
72 PG PROCTER & GAMBLE CO Consumer Defensive 2,255.0 $331K 0.11% -474.0 -17.4% $146.65 -1.3%
73 SPY STATE STR SPDR S&P 500 ETF T Financial Services 440.0 $329K 0.11% -33.0 -7.0% $746.98 +2.5%
74 IDMO INVESCO EXCH TRADED FD TR II 5,003.0 $302K 0.10% NEW $60.29 +4.3%
75 AVGO BROADCOM INC Technology 785.0 $297K 0.10% -240.0 -23.4% $377.81 -2.5%
76 JHMM JOHN HANCOCK EXCHANGE TRADED 3,943.0 $296K 0.10% -2K -38.4% $74.95 +1.3%
77 NUVEEN CR STRATEGIES INCOME 59,942.0 $291K 0.10% -11K -15.5% $4.86
78 LRN STRIDE INC Consumer Defensive 3,291.0 $284K 0.09% +28.0 +0.9% $86.24 -2.2%
79 JPM JPMORGAN CHASE & CO Financial Services 847.0 $277K 0.09% -485.0 -36.4% $327.33 +7.4%
80 ORCL ORACLE CORP Technology 1,861.0 $273K 0.09% $146.55 -0.1%
Page 4 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%