Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Adams Wealth Management (CIK 1803084) reported $455.4M across 144 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($54.1M, 11.87%), IVV ($27.2M, 5.98%), EWY ($17.7M, 3.90%), GRID ($15.2M, 3.33%), EUAD ($13.6M, 3.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $54.1M | 11.87% | 2.1M | Trimmed |
| 2 | IVV | ISHARES TR | $27.2M | 5.98% | 41,716 | Added |
| 3 | EWY | ISHARES INC | $17.7M | 3.90% | 144,214 | Trimmed |
| 4 | GRID | FIRST TR EXCHANGE-TRADED FD | $15.2M | 3.33% | 92,636 | Trimmed |
| 5 | EUAD | SPINNAKER ETF SERIES | $13.6M | 3.00% | 334,839 | Trimmed |
| 6 | VNM | VANECK ETF TRUST | $13.6M | 2.98% | 783,876 | Added |
| 7 | ICVT | ISHARES TR | $13.5M | 2.96% | 132,569 | Added |
| 8 | CLOA | BLACKROCK ETF TRUST II | $10.1M | 2.22% | 195,397 | Added |
| 9 | VOO | VANGUARD INDEX FDS | $9.5M | 2.09% | 15,895 | Trimmed |
| 10 | SMBS | SCHWAB STRATEGIC TR | $8.9M | 1.96% | 349,688 | Trimmed |
| 11 | VGIT | VANGUARD SCOTTSDALE FDS | $8.4M | 1.85% | 141,247 | Added |
| 12 | IVOL | KRANESHARES TRUST | $8.3M | 1.82% | 443,506 | Added |
| 13 | SPLG | SPDR SERIES TRUST | $8.0M | 1.76% | 104,472 | Trimmed |
| 14 | EWP | ISHARES INC | $8.0M | 1.75% | 146,732 | Trimmed |
| 15 | XLK | SELECT SECTOR SPDR TR | $8.0M | 1.75% | 59,902 | Added |
| 16 | EWI | ISHARES INC | $7.9M | 1.74% | 148,756 | Added |
| 17 | XCCC | BONDBLOXX ETF TRUST | $7.9M | 1.73% | 216,506 | Added |
| 18 | XSD | SPDR SERIES TRUST | $7.4M | 1.62% | 22,683 | Trimmed |
| 19 | VV | VANGUARD INDEX FDS | $7.3M | 1.60% | 24,427 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $6.8M | 1.49% | 38,911 | Added |
| 21 | JBBB | JANUS DETROIT STR TR | $6.7M | 1.48% | 144,417 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $6.5M | 1.43% | 17,648 | Added |
| 23 | ACWX | ISHARES TR | $6.4M | 1.41% | 93,786 | Added |
| 24 | VEU | VANGUARD INTL EQUITY INDEX F | $6.4M | 1.40% | 84,996 | Trimmed |
| 25 | FTSL | FIRST TR EXCHANGE-TRADED FD | $6.3M | 1.39% | 141,313 | Added |
Source: SEC Form 13F filings · as of 2026-03-31