Adapt Wealth Advisors, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationatlanta, GA
- CIK0002013937
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
107 | $290.68M | IVV, QQQM, SMTH, SPMO | 13F-HR | Feb 10, 2026 | 000176538026000085 | ||
107 | $270.61M | IVV, QQQM, SMTH, VFLO | 13F-HR | Nov 10, 2025 | 000176538025000455 | ||
62 | $223.58M | IVV, QQQM, SMTH, VFLO | 13F-HR | Aug 8, 2025 | 000176538025000320 | ||
58 | $205M | IVV, QQQM, SMTH, VFLO | 13F-HR | Apr 30, 2025 | 000176538025000152 | ||
70 | $203.12M | IVV, QQQM, VFLO, SMTH | 13F-HR | Feb 14, 2025 | 000176538025000114 | ||
66 | $186.86M | IVV, QQQM, COWZ, SMTH | 13F-HR | Nov 12, 2024 | 000176538024000425 | ||
64 | $159.62M | IVV, QQQM, COWZ, SPDR INDEX SHS FDS | 13F-HR | Aug 6, 2024 | 000176538024000286 | ||
49 | $140.49M | IVV, COWZ, QQQM, IUSB | 13F-HR | May 2, 2024 | 000176538024000180 |