Adams Wealth Management Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$466.6M

Holdings

182

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (182 positions)

StockValue
SCHXSCHWAB STRATEGIC TR
$57.0M
JBBBJANUS DETROIT STR TR
$31.4M
IVVISHARES TR
$28.0M
EUADSPINNAKER ETF SERIES
$16.0M
ICVTISHARES TR
$13.5M
EWYISHARES INC
$12.8M
CLOABLACKROCK ETF TRUST II
$12.7M
VOOVANGUARD INDEX FDS
$10.0M
SPYMSPDR SERIES TRUST
$9.1M
SMBSSCHWAB STRATEGIC TR
$9.1M
XLKSELECT SECTOR SPDR TR
$8.2M
VGITVANGUARD SCOTTSDALE FDS
$8.2M
XSDSPDR SERIES TRUST
$8.2M
IVOLKRANESHARES TRUST
$8.1M
EWIISHARES INC
$7.9M
XCCCBONDBLOXX ETF TRUST
$7.7M
FTECFIDELITY COVINGTON TRUST
$6.8M
NVDANVIDIA CORPORATION
$6.8M
FTSLFIRST TR EXCHANGE-TRADED FD
$6.6M
MSFTMICROSOFT CORP
$6.5M
VEUVANGUARD INTL EQUITY INDEX F
$6.4M
ACWXISHARES TR
$6.2M
VNMVANECK ETF TRUST
$6.2M
SOXXISHARES TR
$6.0M
XLRESELECT SECTOR SPDR TR
$5.8M
PHYLPGIM ETF TR
$5.3M
TSLATESLA INC
$5.0M
MINTPIMCO ETF TR
$5.0M
FSTAFIDELITY COVINGTON TRUST
$4.4M
VVVANGUARD INDEX FDS
$4.3M
XLVSELECT SECTOR SPDR TR
$4.0M
GOOGLALPHABET INC
$3.6M
BILSPDR SERIES TRUST
$3.2M
VHTVANGUARD WORLD FD
$3.2M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$3.1M
CLOIVANECK ETF TRUST
$3.1M
AMZNAMAZON COM INC
$3.0M
XLUSELECT SECTOR SPDR TR
$3.0M
IYWISHARES TR
$3.0M
GMGENERAL MTRS CO
$2.8M
RWRSPDR SERIES TRUST
$2.8M
AMDADVANCED MICRO DEVICES INC
$2.7M
VPUVANGUARD WORLD FD
$2.7M
SANBANCO SANTANDER S.A.
$2.7M
DDOGDATADOG INC
$2.7M
ARMARM HOLDINGS PLC
$2.7M
MTGMGIC INVT CORP WIS
$2.7M
IBPINSTALLED BLDG PRODS INC
$2.6M
AAPLAPPLE INC
$2.6M
SCHRSCHWAB STRATEGIC TR
$2.6M
DVNDEVON ENERGY CORP NEW
$2.6M
ATKRATKORE INC
$2.5M
COPCONOCOPHILLIPS
$2.5M
SYYSYSCO CORP
$2.4M
SMSM ENERGY CO
$2.4M
NOCNORTHROP GRUMMAN CORP
$2.4M
VMBSVANGUARD SCOTTSDALE FDS
$2.3M
SCHBSCHWAB STRATEGIC TR
$2.3M
PGRPROGRESSIVE CORP
$2.2M
FLOTISHARES TR
$2.0M
SPMBSPDR SERIES TRUST
$1.8M
IYKISHARES TR
$1.7M
HYSABONDBLOXX ETF TRUST
$1.6M
IYHISHARES TR
$1.5M
FTXLFIRST TR EXCHANGE TRADED FD
$1.4M
METAMETA PLATFORMS INC
$1.3M
STXSEAGATE TECHNOLOGY HLDNGS PL
$1.2M
VDCVANGUARD WORLD FD
$1.1M
HYLBDBX ETF TR
$916K
ITOTISHARES TR
$911K
HYGISHARES TR
$868K
OKLOOKLO INC
$862K
PLTRPALANTIR TECHNOLOGIES INC
$766K
TSLLDIREXION SHS ETF TR
$738K
VTIPVANGUARD MALVERN FDS
$737K
IXUSISHARES TR
$737K
XLFISELECT SECTOR SPDR TR
$731K
IGIBISHARES TR
$688K
ABBVABBVIE INC
$678K
BKLNINVESCO EXCH TRADED FD TR II
$675K
IJRISHARES TR
$658K
TFLOISHARES TR
$609K
SCHASCHWAB STRATEGIC TR
$599K
EMREMERSON ELEC CO
$591K
GILDGILEAD SCIENCES INC
$585K
SRLNSSGA ACTIVE ETF TR
$578K
SPGSIMON PPTY GROUP INC NEW
$560K
4I1PHILIP MORRIS INTL INC
$534K
TFCTRUIST FINL CORP
$533K
GOOGALPHABET INC
$529K
IBMINTERNATIONAL BUSINESS MACHS
$527K
DDOMINION ENERGY INC
$518K
CMECME GROUP INC
$509K
BMYBRISTOL-MYERS SQUIBB CO
$506K
MBBISHARES TR
$470K
HASHASBRO INC
$470K
JNKSPDR SERIES TRUST
$469K
HIMSHIMS & HERS HEALTH INC
$465K
FTNTFORTINET INC
$450K
SOFISOFI TECHNOLOGIES INC
$450K
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