Adams Wealth Management: 13F holdings
CIK 18030842026Q2
| Positions | 147 |
|---|
| Reported value | $522.3m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 147 (+2 vs prior quarter) |
|---|
| Reported value | $522.3m (+14.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHX SCHWAB STRATEGIC TR | 2,205,832 | $64.9m | 12.4% |
| IVV ISHARES TR | 41,055 | $30.7m | 5.9% |
| EWY ISHARES INC | 109,609 | $22.1m | 4.2% |
| GRID FIRST TR EXCHANGE-TRADED FD | 87,135 | $16.7m | 3.2% |
| VNM VANECK ETF TRUST | 809,217 | $14.9m | 2.9% |
| SPINNAKER ETF SERIES | 353,280 | $14.9m | 2.9% |
| ICVT ISHARES TR | 121,966 | $14.8m | 2.8% |
| VOO VANGUARD INDEX FDS | 17,138 | $11.8m | 2.3% |
| CLOA BLACKROCK ETF TRUST II | 208,208 | $10.8m | 2.1% |
| XSD SPDR SERIES TRUST | 16,822 | $10.5m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1803084")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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