13F Insight
DOSSIER · 13F-HR · Q2 2026

Adams Wealth Management

$522M in tracked AUM across 147 positions as of Q2 2026.

AW
CIK 0001803084 · last filed Jun 30, 2026
Total AUM
$522M
as of Q2 2026
Holdings
147
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Adams Wealth Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHX
SCHWAB STRATEGIC TR
$65M2.2M12.4%02
IVV
ISHARES TR
$31M41K5.9%03
EWY
ISHARES INC
$22M110K4.2%04
GRID
FIRST TR EXCHANGE-TRADED FD
$17M87K3.2%05
VNM
VANECK ETF TRUST
$15M809K2.9%06
EUAD
SPINNAKER ETF SERIES
$15M353K2.9%07
ICVT
ISHARES TR
$15M122K2.8%08
VOO
VANGUARD INDEX FDS
$12M17K2.3%09
CLOA
BLACKROCK ETF TRUST II
$11M208K2.1%10
XSD
SPDR SERIES TRUST
$10M17K2.0%

Filing history

2026Q2Jun 30
$522M▲ 14.7%
147 positionsView →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 positionsLocked
Showing 12 of 27