Adaptive Financial Consulting, LLC
Q3 2025 13F Holdings
- Locationbeachwood, OH
- Num holdings
19
- Value ($000)
$250,137
- Date Filed10/29/2025
- Form type13F-HR
- CIK0001804717
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $53.66 M | 22 % | 535,246 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $31.34 M | 13 % | 392,057 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $28.44 M | 11 % | 42,488 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $20.81 M | 8 % | 172,386 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $20.54 M | 8 % | 215,866 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $16.32 M | 7 % | 27,184 | ||
VANGUARD WORLD FD | CONSUM DIS ETF | 92204A108 | $13.80 M | 6 % | 34,843 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $12.57 M | 5 % | 144,017 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $10.86 M | 4 % | 137,660 | ||
VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | $10.80 M | 4 % | 41,603 |
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