Institutions / Adams Wealth Management
Adams Wealth Management
CIK 1803084 · Institution · as of Dec 31, 2025
Portfolio value
$468.69M
Positions
180
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 180 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $56.92M | 12.1% |
| iShares Tr | $28.26M | 6.0% |
| iShares Inc | $15.89M | 3.4% |
| Spinnaker ETF Series | $15.11M | 3.2% |
| First Tr Exchange Traded Fd | $14.58M | 3.1% |
| VanEck ETF Trust | $14.11M | 3.0% |
| iShares Tr | $13.00M | 2.8% |
| Vanguard Index Fds | $10.15M | 2.2% |
| BlackRock ETF Trust II | $10.00M | 2.1% |
| Schwab Strategic Tr | $9.11M | 1.9% |
| SPDR Series Trust | $8.52M | 1.8% |
| Select Sector SPDR Tr | $8.52M | 1.8% |
| Vanguard Scottsdale Fds | $8.41M | 1.8% |
| Kraneshares Trust | $8.04M | 1.7% |
| iShares Inc | $7.97M | 1.7% |
| iShares Inc | $7.96M | 1.7% |
| Bondbloxx ETF Trust | $7.76M | 1.7% |
| Fidelity Covington Trust | $7.74M | 1.7% |
| SPDR Series Trust | $7.51M | 1.6% |
| NVIDIA Corp | $7.13M | 1.5% |
| Janus Detroit Str Tr | $6.90M | 1.5% |
| Microsoft Corp | $6.73M | 1.4% |
| Vanguard Intl Equity Index F | $6.41M | 1.4% |
| iShares Tr | $6.26M | 1.3% |
| First Tr Exchange-Traded Fd | $5.83M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.