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.
ADAPT WEALTH ADVISORS, LLC (CIK 2013937) reported $276.1M across 106 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($30.2M, 10.93%), QQQM ($26.5M, 9.59%), SMTH ($18.6M, 6.73%), SPMO ($16.8M, 6.10%), VFLO ($16.6M, 6.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $30.2M | 10.93% | 46,187 | Added |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | $26.5M | 9.59% | 111,412 | Added |
| 3 | SMTH | ALPS ETF TR | $18.6M | 6.73% | 721,532 | Added |
| 4 | SPMO | INVESCO EXCH TRADED FD TR II | $16.8M | 6.10% | 150,151 | Added |
| 5 | VFLO | VICTORY PORTFOLIOS II | $16.6M | 6.01% | 420,502 | Added |
| 6 | TXUE | THORNBURG ETF TR | $12.6M | 4.57% | 391,897 | Added |
| 7 | PPA | INVESCO EXCHANGE TRADED FD T | $11.8M | 4.26% | 70,963 | Trimmed |
| 8 | PAVE | GLOBAL X FDS | $10.8M | 3.91% | 212,367 | Trimmed |
| 9 | AIQ | GLOBAL X FDS | $10.0M | 3.63% | 214,719 | Added |
| 10 | USTB | VICTORY PORTFOLIOS II | $9.6M | 3.47% | 189,516 | Added |
| 11 | SMH | VANECK ETF TRUST | $5.9M | 2.12% | 15,272 | Trimmed |
| 12 | NETZ | TCW ETF TRUST | $5.6M | 2.03% | 57,226 | Added |
| 13 | TAFI | AB ACTIVE ETFS INC | $5.2M | 1.88% | 206,338 | Added |
| 14 | CDX | SIMPLIFY EXCHANGE TRADED FUN | $4.6M | 1.66% | 214,160 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $4.5M | 1.64% | 25,901 | Trimmed |
| 16 | VONG | VANGUARD SCOTTSDALE FDS | $4.4M | 1.58% | 39,836 | Added |
| 17 | JNJ | JOHNSON & JOHNSON | $4.0M | 1.45% | 16,422 | Hold |
| 18 | VOO | VANGUARD INDEX FDS | $3.9M | 1.42% | 6,544 | Trimmed |
| 19 | QEFA | SPDR INDEX SHS FDS | $3.6M | 1.31% | 38,778 | Trimmed |
| 20 | VO | VANGUARD INDEX FDS | $3.3M | 1.18% | 11,336 | Trimmed |
| 21 | SCHD | SCHWAB STRATEGIC TR | $3.2M | 1.16% | 104,366 | Added |
| 22 | CHW | CALAMOS GBL DYN INCOME FUND | $2.9M | 1.06% | 402,639 | Added |
| 23 | AAPL | APPLE INC | $2.9M | 1.05% | 11,474 | Trimmed |
| 24 | IOO | ISHARES TR | $2.8M | 1.03% | 23,531 | Added |
| 25 | WM | WASTE MGMT INC DEL | $2.4M | 0.88% | 10,565 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31