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

Adaptive Financial Consulting, LLC

$285M in tracked AUM across 20 positions as of Q2 2026.

AF
CIK 0001804717 · last filed Jun 30, 2026
Total AUM
$285M
as of Q2 2026
Holdings
20
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Adaptive Financial Consulting, LLC 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
AGG
ISHARES TR
$58M583K20.2%02
IVV
ISHARES TR
$34M46K12.0%03
VCSH
VANGUARD SCOTTSDALE FDS
$31M398K11.0%04
IVW
ISHARES TR
$25M183K8.8%05
USMV
ISHARES TR
$23M241K8.1%06
QQQ
INVESCO QQQ TR
$21M29K7.4%07
VCR
VANGUARD WORLD FD
$15M39K5.4%08
IEFA
ISHARES TR
$15M158K5.3%09
VHT
VANGUARD WORLD FD
$13M45K4.7%10
VNQ
VANGUARD INDEX FDS
$12M130K4.4%

Filing history

2026Q2Jun 30
$285M▲ 9.3%
20 positionsView →2026Q1Mar 31
$261M▲ 1.6%
18 positionsView →2025Q4Dec 31
$257M▲ 2.8%
18 positionsView →2025Q3Sep 30
$250M▲ 4.5%
19 positionsView →2025Q2Jun 30
$239M▲ 2.6%
21 positionsLocked2025Q1Mar 31
$234M▼ 3.1%
20 positionsLocked2024Q4Dec 31
$241M▼ 1.8%
21 positionsLocked2024Q3Sep 30
$246M▲ 6.5%
19 positionsLocked2024Q2Jun 30
$231M▲ 2.9%
19 positionsLocked2024Q1Mar 31
$224M▲ 19.3%
19 positionsLocked2023Q4Dec 31
$188M▲ 6.4%
18 positionsLocked2023Q3Sep 30
$177M▼ 0.9%
18 positionsLocked
Showing 12 of 27