13F Insight
DOSSIER · 13F-HR · Q1 2026

Adams Wealth Management

$455M in tracked AUM across 145 positions as of Q1 2026.

AW
CIK 0001803084 · last filed Mar 31, 2026
Total AUM
$455M
as of Q1 2026
Holdings
145
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Adams Wealth Management filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHX
SCHWAB STRATEGIC TR
$54M2.1M11.9%02
IVV
ISHARES TR
$27M42K6.0%03
EWY
ISHARES INC
$18M144K3.9%04
GRID
FIRST TR EXCHANGE-TRADED FD
$15M93K3.3%05
EUAD
SPINNAKER ETF SERIES
$14M335K3.0%06
VNM
VANECK ETF TRUST
$14M784K3.0%07
ICVT
ISHARES TR
$13M133K3.0%08
CLOA
BLACKROCK ETF TRUST II
$10M195K2.2%09
VOO
VANGUARD INDEX FDS
$9M16K2.1%10
SMBS
SCHWAB STRATEGIC TR
$9M350K2.0%

Filing history

2026Q1Mar 31
$455M▼ 2.8%
145 positionsView →2025Q4Dec 31
$469M▲ 104.4%
180 positionsView →2025Q3Sep 30
$229M▼ 56.3%
98 positionsView →2025Q2Jun 30
$525M▲ 109.6%
182 positionsLocked2025Q1Mar 31
$251M▼ 52.1%
77 positionsLocked2024Q4Dec 31
$523M▲ 12.2%
114 positionsLocked2024Q3Sep 30
$466M▲ 7.3%
110 positionsLocked2024Q2Jun 30
$434M▲ 5.9%
105 positionsLocked2024Q1Mar 31
$410M▲ 21.3%
101 positionsLocked2023Q4Dec 31
$338M▲ 14.7%
96 positionsLocked2023Q3Sep 30
$295M▼ 8.0%
92 positionsLocked2023Q2Jun 30
$320M▲ 3.4%
112 positionsLocked
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