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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 5 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WBD WARNER BROS DISCOVERY INC Communication Services 10,884.0 $314K 0.11% +107.0 +1.0% $28.82 -6.4%
82 GDX VANECK ETF TRUST 3,301.0 $283K 0.10% NEW $85.77 +1.6%
83 IYF ISHARES TR 2,150.0 $277K 0.10% $128.93 -4.6%
84 BLUE OWL TECHNOLOGY FIN CORP 18,888.0 $275K 0.09% -16K -46.2% $14.54
85 RLTY COHEN & STEERS REAL ESTATE O Financial Services 17,415.0 $256K 0.09% -6K -25.9% $14.70 +5.4%
86 FIRST TR EXCHNG TRADED FD VI 8,100.0 $253K 0.09% +1K +15.7% $31.28
87 DVY ISHARES TR 1,679.0 $237K 0.08% +89.0 +5.6% $141.14 +8.0%
88 APP APPLOVIN CORP Technology 348.0 $234K 0.08% +23.0 +7.1% $673.82 -26.9%
89 AMAT APPLIED MATLS INC Technology 884.0 $227K 0.08% NEW $256.99 +60.9%
90 GDEC FIRST TR EXCHNG TRADED FD VI 6,000.0 $227K 0.08% $37.82 +4.1%
91 BX BLACKSTONE INC Financial Services 1,470.0 $227K 0.08% -102.0 -6.5% $154.14 -24.1%
92 INNOVATOR ETFS TRUST 10,416.0 $225K 0.08% NEW $21.62
93 SEVN SEVEN HILLS REALTY TRUST Real Estate 25,285.0 $225K 0.08% -46K -64.4% $8.90 -6.4%
94 HON HONEYWELL INTL INC Industrials 1,104.0 $215K 0.07% $195.00 +9.4%
95 BA BOEING CO Industrials 985.0 $214K 0.07% NEW $217.12 +1.6%
96 PSIX POWER SOLUTIONS INTL INC Industrials 3,730.0 $213K 0.07% +1K +48.9% $57.14 -32.2%
97 CPRX CATALYST PHARMACEUTICALS INC Healthcare 9,100.0 $212K 0.07% NEW $23.34 +33.6%
98 LRN STRIDE INC Consumer Defensive 3,263.0 $212K 0.07% +498.0 +18.0% $64.93 +36.0%
99 ENB ENBRIDGE INC Energy 4,368.0 $209K 0.07% $47.83 +15.6%
100 TSLA TESLA INC Consumer Cyclical 459.0 $206K 0.07% NEW $449.72 -6.1%
Page 5 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%