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

Adams Wealth Management

Adams Wealth's pension fund based in Omaha, NE — $455M in tracked AUM across 145 positions as of Q1 2026.

AW
Adams Wealth·Omaha, NE·Pension Fund
CIK 0001803084 · last filed Mar 31, 2026
Total AUM
$455M
▲ 0.5%
vs prior
Holdings
145
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Financials
5% weight
concentration
AI Analysis · Q1 2026 · 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

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