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.
Adaptive Financial Consulting, LLC (CIK 1804717) reported $261.1M across 18 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGG ($57.0M, 21.83%), VCSH ($31.6M, 12.11%), IVV ($29.4M, 11.26%), USMV ($21.8M, 8.37%), IVW ($20.4M, 7.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $57.0M | 21.83% | 574,298 | Added |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | $31.6M | 12.11% | 398,835 | Added |
| 3 | IVV | ISHARES TR | $29.4M | 11.26% | 45,029 | Added |
| 4 | USMV | ISHARES TR | $21.8M | 8.37% | 235,579 | Added |
| 5 | IVW | ISHARES TR | $20.4M | 7.83% | 180,794 | Added |
| 6 | QQQ | INVESCO QQQ TR | $16.5M | 6.33% | 28,632 | Added |
| 7 | IEFA | ISHARES TR | $14.0M | 5.38% | 155,041 | Added |
| 8 | VCR | VANGUARD WORLD FD | $13.5M | 5.18% | 37,682 | Added |
| 9 | VHT | VANGUARD WORLD FD | $11.9M | 4.55% | 43,668 | Added |
| 10 | BSV | VANGUARD BD INDEX FDS | $11.6M | 4.43% | 147,485 | Added |
| 11 | VNQ | VANGUARD INDEX FDS | $11.2M | 4.30% | 126,476 | Added |
| 12 | IEMG | ISHARES INC | $9.9M | 3.80% | 142,209 | Added |
| 13 | SHV | ISHARES TR | $7.7M | 2.96% | 70,064 | Added |
| 14 | SGOV | ISHARES TR | $2.1M | 0.82% | 21,150 | Trimmed |
| 15 | MTUM | ISHARES TR | $763,220 | 0.29% | 3,180 | Added |
| 16 | LQD | ISHARES TR | $631,741 | 0.24% | 5,796 | Added |
| 17 | IJH | ISHARES TR | $571,467 | 0.22% | 8,462 | Added |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $273,861 | 0.10% | 421 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31