Adams Wealth Management

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    logan, UT
  • CIK
    0001803084
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

146

$509.36 M
SCHX, JBBB, IVV, VV
13F-HR
May 13, 2025
000180308425000004

114

$522.88 M
SCHX, SSO, SPUU, IVV
13F-HR
Feb 13, 2025
000180308425000001

110

$466.03 M
SCHX, SSO, SPUU, IVV
13F-HR
Oct 28, 2024
000180308424000007

105

$434.39 M
SCHX, SSO, SPUU, IVV
13F-HR
Jul 16, 2024
000196565324000006

101

$410.16 M
SCHX, SSO, SPUU, IVV
13F-HR
May 20, 2024
000180308424000003

95

$338.18 M
SCHX, SSO, SPUU, IVV
13F-HR
Feb 12, 2024
000180308424000001

91

$294.81 M
SCHX, IVV, KRE, VV
13F-HR
Nov 9, 2023
000180308423000004

103

$320.32 M
SCHX, IVV, KRE, VV
13F-HR
Aug 14, 2023
000180308423000003

105

$309.74 M
SCHX, IVV, KRE, VV
13F-HR
May 3, 2023
000180308423000001

96

$283.14 M
SCHX, IVV, KRE, VV
13F-HR
Feb 17, 2023
000196565323000002

88

$267.15 M
SCHX, TSLA, IVV, SPDR SER TR
13F-HR
Nov 10, 2022
000180308422000005

69

$263.87 M
SCHX, TSLA, KRE, SPDR SER TR
13F-HR
Jul 20, 2022
000180308422000004

70

$305.48 M
SCHX, TSLA, SCHA, KRE
13F-HR
Apr 11, 2022
000180308422000002

78

$340.50 M
SCHX, TSLA, TSLA, SCHA
13F-HR
Feb 9, 2022
000180308422000001

83

$264.69 M
SCHX, SCHA, KRE, SCHE
13F-HR
Nov 2, 2021
000180308421000005

76

$234.51 M
SCHX, KRE, SCHA, SCHE
13F-HR
Aug 3, 2021
000180308421000004

72

$217.26 M
SCHX, KRE, SCHA, SCHE
13F-HR
May 12, 2021
000180308421000003

63

$159.10 M
SCHX, KRE, SCHA, PHYL
13F-HR
Feb 8, 2021
000180308421000001

380

$128.44 M
SCHX, KRE, PHYL, SCHA
13F-HR
Nov 12, 2020
000180308420000006

77

$97.78 M
SCHX, KRE, SCHA, SCHE
13F-HR
Aug 4, 2020
000180308420000005

70

$79.58 M
SCHX, KRE, SCHA, SCHE
13F-HR
May 6, 2020
000180308420000004

92

$118.56 M
SSO, FTSM, QLD, FLQL
13F-HR
Feb 12, 2020
000180308420000001