Institutions / Adapt Wealth Advisors, LLC
Adapt Wealth Advisors, LLC
CIK 2013937 · Institution · as of Dec 31, 2025
Portfolio value
$290.68M
Positions
107
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 107 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $30.74M | 10.6% |
| Invesco Exch Traded Fd Tr II | $27.35M | 9.4% |
| Alps ETF Tr | $18.57M | 6.4% |
| Invesco Exch Traded Fd Tr II | $16.99M | 5.8% |
| Victory Portfolios II | $16.49M | 5.7% |
| iShares Tr | $15.35M | 5.3% |
| Thornburg ETF Tr | $12.03M | 4.1% |
| Invesco Exchange Traded Fd T | $11.44M | 3.9% |
| Global X Artificial Intelligence & Technology ETF | $10.53M | 3.6% |
| Global X Fds | $10.23M | 3.5% |
| Victory Portfolios II | $9.22M | 3.2% |
| VanEck ETF Trust | $6.17M | 2.1% |
| Tcw ETF Trust | $5.39M | 1.9% |
| Simplify Exchange Traded Fun | $5.09M | 1.7% |
| NVIDIA Corp | $4.88M | 1.7% |
| Vanguard Scottsdale Fds | $4.84M | 1.7% |
| Vanguard Index Fds | $4.16M | 1.4% |
| SPDR Index Shs Fds | $3.56M | 1.2% |
| Vanguard Index Fds | $3.48M | 1.2% |
| Apple Inc. | $3.47M | 1.2% |
| Johnson & Johnson | $3.40M | 1.2% |
| Calamos Global Dynamic Income Fund | $2.96M | 1.0% |
| Schwab Strategic Tr | $2.86M | 1.0% |
| iShares Tr | $2.67M | 0.9% |
| Etfis Ser Tr I | $2.60M | 0.9% |
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.