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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 5 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DELL DELL TECHNOLOGIES INC Technology 630.0 $272K 0.09% NEW $431.46 +2.4%
82 GDX VANECK ETF TRUST 3,313.0 $250K 0.08% $75.45 +36.3%
83 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 523.0 $250K 0.08% NEW $477.57 -12.3%
84 COWZ PACER FDS TR 3,980.0 $248K 0.08% -4K -48.8% $62.20 +15.8%
85 CRM SALESFORCE INC Technology 1,520.0 $238K 0.08% +197.0 +14.9% $156.66 +33.5%
86 AMAT APPLIED MATLS INC Technology 322.0 $233K 0.08% -562.0 -63.6% $723.00 -31.9%
87 LNT ALLIANT ENERGY CORP Utilities 3,035.0 $232K 0.08% NEW $76.29 -11.0%
88 CPRX CATALYST PHARMACEUTICALS INC Healthcare 7,300.0 $229K 0.07% -2K -19.8% $31.43 +0.2%
89 PULS PGIM ETF TR 4,124.0 $204K 0.07% NEW $49.55 +0.2%
90 RLTY COHEN & STEERS REAL ESTATE O Financial Services 11,290.0 $178K 0.06% -6K -35.2% $15.74 -1.0%
91 SEVN SEVEN HILLS REALTY TRUST Real Estate 20,510.0 $173K 0.06% -5K -18.9% $8.43 -8.7%
92 VVR INVESCO SR INCOME TR Financial Services 57,556.0 $173K 0.06% -4K -6.7% $3.00 -1.7%
93 MFM ABERDEEN MUN INCOME FD Financial Services 11,107.0 $62K 0.02% NEW $5.62 -5.0%
94 DHY CREDIT SUISSE HIGH YIELD CRE Financial Services 15,000.0 $27K 0.01% $1.78 -3.4%
Page 5 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%